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Caiman Valores

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  • Caiman Valores
    Parex Resources - Plenty Of Catalysts Coupled With Higher Crude Prices Offer 60%+ More Upside $PARXF http://seekingalpha.com/a/19jvd
    Apr 4, 6:32 PM
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      • Caiman Valores
        Canacol Energy: Significantly Under-Valued, With Solid Production And Reserve Growth Set To... $CNNEF http://seekingalpha.com/a/18fqn
        Mar 7, 5:41 PM
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          • Caiman Valores
            Baytex $BTE makes T/O offer for Aurora O&G $AAGLF http://bit.ly/1b9uBEk see my article: http://seekingalpha.com/a/14lpz
            Feb 8, 2:22 PM
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              • Caiman Valores
                Pacific Rubiales $PEGFF is oversold and presents solid long-term value http://seekingalpha.com/a/16y0z
                Feb 8, 11:40 AM
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                  • Caiman Valores
                    Pacific Rubiales Beaten Down And Oversold Offering Long-Term Value With Significant Positive Catalysts $PEGFF http://seekingalpha.com/a/16y0z
                    Feb 8, 9:52 AM
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                      • Caiman Valores
                        Karoon Gas An Undervalued Oil & Gas Explorer With Considerable Potential $KRNGF http://seekingalpha.com/a/15f55
                        Jan 8, 12:18 PM
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                          • Caiman Valores
                            Coming to grips investing in Argentina's Energy Sector $YPF, $CVX, $APEOF http://seekingalpha.com/a/13jrm
                            11/18/13
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                              • Caiman Valores
                                $FXA tipped to fall to 75 cents in 12 months http://bit.ly/14QMhfD
                                7/4/13
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                                  • Caiman Valores
                                    Time to take a look at E&P in Colombia, value is emerging: http://seekingalpha.com/a/nlah & http://seekingalpha.com/a/nj77
                                    1/10/13
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                                      • Caiman Valores
                                        It appears short sellers are circling an over extended Fortescue (FSUMF.PK) http://bit.ly/NEo9n4, could the same happen with Vale?
                                        8/30/12
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                                          • Caiman Valores
                                            Credicorp well positioned to leverage off Peru's high economic growth and low banking penetration: http://seekingalpha.com/a/h865
                                            8/13/12
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                                              • Caiman Valores
                                                Gafisa posts stronger than expected 2Q 12 results but price is topping out. http://reut.rs/MUxs87
                                                8/13/12
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                                                  • Caiman Valores
                                                    TEF looks cheap, but Spain isn't the only reason. http://seekingalpha.com/a/gojh
                                                    8/3/12
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                                                      • Caiman Valores
                                                        Colombia's first rate cut in two years, global economic headwinds are biting deep! http://seekingalpha.com/a/gpaz
                                                        8/3/12
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                                                          • Caiman Valores
                                                            2012 is shaping up to a disappointing year for Ecopetrol investors. http://seekingalpha.com/a/gf23
                                                            8/2/12
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                                                              • Caiman Valores
                                                                TEF took a 9% hit, but still plenty of articles making the bull case. Looks more and more like a value trap. http://seekingalpha.com/a/es3l
                                                                7/20/12
                                                                Reply (2)
                                                                • Rubicon Associates: You called this one spot on. Keep 'em coming from Colombia. Mike
                                                                  7/20/12
                                                                • Caiman Valores: Thanks Mike, it hasn't been a good time to be a Telefonica share holder it is concerning that there are still articles making the bull case.
                                                                  7/20/12
                                                                  • Caiman Valores
                                                                    Brazil cuts the Selic to 8% in an attempt to kick-start the economy. on the back of lower than expected GDP growth. But will it be enough?
                                                                    7/11/12
                                                                    Reply (5)
                                                                  • View all 5 replies
                                                                    • Caiman Valores: Thank you for that. From memory there are 89 Brazilian companies listed as ADRs in the U.S. Will set the link up on an instablog.
                                                                      7/11/12
                                                                    • Mercy Jimenez: Great!
                                                                      7/11/12
                                                                      • Caiman Valores
                                                                        Telefonica (TEF), is reportedly seeking to sell its Call Centre unit for $1B as part of its debt reduction strategy.
                                                                        7/11/12
                                                                        Reply (1)
                                                                        • The Hammer: F&^%en idiot running the company should be fired. Leverage up then deleverage. maybe an investment banking job would suit him.
                                                                          7/11/12
                                                                          • Caiman Valores
                                                                            TEF continues to fall down another 4%. Recovery appears a long way off and plenty of issues to resolve first http://seekingalpha.com/a/es3l
                                                                            7/6/12
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                                                                              • Caiman Valores
                                                                                Vale (VALE) looks like a great buy but is shrouded in uncertainty http://seekingalpha.com/a/f30x
                                                                                7/5/12
                                                                                Reply (6)
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                                                                                • Mercy Jimenez: Caiman, you wrote a very substantive article; worth a read for anyone investing in ANY company which does a lot of business with Brazil.
                                                                                  7/5/12
                                                                                • Caiman Valores: Mercy thank appreciated. I actually look forward to the perspective you can bring to these types of discussions.
                                                                                  7/5/12