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Caiman Valores

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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
    Jan 10, 12:30 PM
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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)
                                • Michael Terry: 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)
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                                    • 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
                                                  • Caiman Valores
                                                    Telefonica (TEF) shaping up to be a value trap. http://seekingalpha.com/a/es3l
                                                    6/28/12
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                                                      • Caiman Valores
                                                        in light of Brazil's economic slowdown how healthy are the country's banks? Are they still investment worthy? http://seekingalpha.com/a/ef2f
                                                        6/20/12
                                                        Reply (1)
                                                        • vireoman: Possibly.
                                                          6/20/12
                                                          • Caiman Valores
                                                            Are investors choosing to invest in emerging markets including Latin America for the wrong reasons? http://seekingalpha.com/a/edqx
                                                            6/20/12
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                                                              • Caiman Valores
                                                                PBR CEO admits gasoline prices must rise, to fund ambitious investment program. What is the oulook for PBR? http://seekingalpha.com/a/eb15
                                                                6/18/12
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                                                                  • Caiman Valores
                                                                    Good news with the Spanish banking bailout, SAN and BBVA up today pre-market over 2%. Yet the economic outlook for Spain is still bleak.
                                                                    6/11/12
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                                                                      • Caiman Valores
                                                                        BBVA another global bank domiciled in Spain that has been tainted by the Spanish economic crisis http://seekingalpha.com/a/drfb
                                                                        6/6/12
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                                                                          • Caiman Valores
                                                                            More pain for Banco Santander ADRs down almost 1% on open but is it an accurate assessment of risk: http://seekingalpha.com/a/dgtx
                                                                            5/31/12
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                                                                              • Caiman Valores
                                                                                Why are investors fleeing Petrobras (PBR)? http://seekingalpha.com/a/czwr
                                                                                5/22/12
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