Seeking Alpha

Cabeza Howe  

View Cabeza Howe's StockTalks BY TICKER:
  • Cabeza Howe
    With $VNM at 3.2% premium to NAV and touching 200EMA, I'm beginning to take profit. But I believe its downtrend is over.
    Jul 2, 12:11 AM
    Reply
      • Cabeza Howe
        $VNM #VNIndex At 8% $AAPL mkt cap, Vietnam stock market has great potential now that foreign ownership limit is lifted. http://goo.gl/mWQJxd
        Jun 28, 4:04 PM
        Reply
          • Cabeza Howe
            $GREK Merkel and Obama "agreed that it was critically important to" ... "allow Greece to resume reforms and growth within the eurozone"
            Jun 28, 3:50 PM
            Reply
              • Cabeza Howe
                $GREK Will coming week's turmoil leads to acceptance of creditors' bailout terms in the referendum come Sunday 7/5?
                Jun 28, 12:09 PM
                Reply
                  • Cabeza Howe
                    $VNM Interesting take on Vietnam (Forbes): better than over-promising India ($INDA $EPI $PIN); worse than over-achieving China ($CAF $GXC).
                    Jun 20, 3:23 PM
                    Reply
                      • Cabeza Howe
                        $HAR appears to have bottomed.
                        Jun 11, 3:52 PM
                        Reply
                          • Cabeza Howe
                            $VNM: VCB+5.54%,MSN 0%,VIC+2.53%,STB+2.76%,PMO-2.82%,DNA+2.01%,Hansae-1.36%,BVH-3%,DPM+0.68%,PVS 0%,HAG-2.73%,SIA-2.42%,KDC-2.17%,KBC-0.63%
                            Jun 1, 8:08 AM
                            Reply (1)
                            • Cabeza Howe: $VNM: VCG+2.17%,FLC-2.17%,PPC-0.44%,SHB+1.25%,SSI+0.93%,PVT+0.87%,DRC+1.63%
                              Jun 1, 8:15 AM
                              • Cabeza Howe
                                $VNM HSBC Vietnam manufactur. PMI at record high (in index history since 4/2011) of 54.8 in May. VN-Index up 0.95%; VN blue chips up 1.61%.
                                Jun 1, 7:53 AM
                                Reply
                                  • Cabeza Howe
                                    5/27/2015: Second day (following yesterday) $LC closed above 50 EMA since late February.
                                    May 27, 11:47 PM
                                    Reply
                                      • Cabeza Howe
                                        $VNM at 1.7% premium. Vietnam components doing well mostly overnight (VN-Index+0.75%); foreign components not so well.
                                        May 26, 7:58 AM
                                        Reply (2)
                                        • Cabeza Howe: $VNM gainers (top 15 components): VCB+2.38% VIC+0.21% MSN+1.21% STB+1.68% DNA+2.10% BVH+4.60% PVS+1.17% HAG+0.56% SIA+0.26% KDC+2.47% KBC0%
                                          May 26, 8:07 AM
                                        • Cabeza Howe: $VNM losers (top 15 components): PMO-2.91% CPF-R-2.42% 105630-1.98% DPM-1.02%
                                          May 26, 8:08 AM
                                          • Cabeza Howe
                                            $VNM W-Formation. Along with fundamentals it might have bottomed. Risk: Fed rate rise triggers fund outflow, mitigated by ECB/BOJ QEs.
                                            May 22, 10:14 PM
                                            Reply
                                              • Cabeza Howe
                                                $LC Laplanche: "we're ... not ... competitive ... with incumbents... there'll be more banks joining our marketplace." http://goo.gl/gZl1BM
                                                May 20, 9:13 AM
                                                Reply
                                                  • Cabeza Howe
                                                    $VNM VN-Index +2.47%, bottom in. CPF-R 0%, PMO 0%, SIA+0.8%, DNA+3.7%, DPM/PVS/PVD/PVT VIC/VCB/MSN/STB fine; $VNM 0% premium to NAV =>Rally?
                                                    May 20, 7:12 AM
                                                    Reply (6)
                                                  • View all 6 replies
                                                    • Cabeza Howe: VN-Index winning streak 4th day +1.68% but $VNM already at +2.43% premium to NAV. $VNM seems trying to be leading the rally. Let's see.
                                                      May 22, 6:12 AM
                                                    • Cabeza Howe: Love the V-shaped bottoms.
                                                      May 22, 6:18 AM
                                                      • Cabeza Howe
                                                        How long/deep Sell in May will last in VN-Index? With Vietnam April PMI showing highest spike in its 4-year history, buy $VNM on pullbacks.
                                                        May 4, 10:17 AM
                                                        Reply (5)
                                                      • View all 5 replies
                                                        • AUGUR OF ARIZONA: I bought more VNM this AM @ 17.12. Seems like there might be some support in the 16.50ish to 17ish level.
                                                          May 20, 12:17 PM
                                                        • Cabeza Howe: Savvy move. Agree with you. Would buy any dips again. Irrationality won't last forever. Damn SBV for not engaging on QE of some sorts :<
                                                          May 20, 2:03 PM
                                                          • Cabeza Howe
                                                            VN-Index -3.08% in vetnam, driving $VNM down today. Vetnam has an illiquid market. VN-Index higher in May in its 4/15 years of trading.
                                                            May 4, 10:13 AM
                                                            Reply
                                                              • Cabeza Howe
                                                                Sam's Club $WMT teaming up with Lending Club $LC to offer loans to small businesses. http://goo.gl/ubMQby http://goo.gl/DrmXDt
                                                                Apr 24, 2:48 PM
                                                                Reply
                                                                  • Cabeza Howe
                                                                    At $10.58, $PAK is trading at premium of 2.23% relative to NAV. But there're reasons to be optimistic on Pakistan.
                                                                    Apr 24, 10:26 AM
                                                                    Reply
                                                                      • Cabeza Howe
                                                                        Nice reversals today: $VNM $XIN $BAC. Long all three.
                                                                        Apr 22, 1:56 PM
                                                                        Reply
                                                                          • Cabeza Howe
                                                                            $BAC price reversal looking good. Regulatory trouble behind, cost reduction to boost earnings, great play on interest rate hike. No brainer.
                                                                            Apr 16, 11:22 AM
                                                                            Reply (2)
                                                                            • Chancer: Unless interest rate hikes do not come until 2018-2020. What then? Hold for the dividend?
                                                                              Apr 16, 11:59 AM
                                                                            • Cabeza Howe: In that case I would be doing both swing trade and hold a core position on it.
                                                                              Apr 16, 1:24 PM
                                                                              • Cabeza Howe
                                                                                Initiated a modest position in $SFM right before market close. Can't resist my contrarian nature. Also added some $BAC today.
                                                                                Apr 15, 4:05 PM
                                                                                Reply