Caiman Valores

Contrarian, long-term horizon, research analyst, value
Caiman Valores
Contrarian, long-term horizon, research analyst, value
Contributor since: 2012
Company: Caiman valores
6/9/15
Caiman Valores
Check out my latest review of Scotia Bank $BNS http://seekingalpha.com/a/1xhua
5/31/15
Caiman Valores
Why oil prices will remain low $USO $BNO $SCO $DNO http://seekingalpha.com/a/1x1n8
4/4/14
Caiman Valores
Parex Resources - Plenty Of Catalysts Coupled With Higher Crude Prices Offer 60%+ More Upside $PARXF http://seekingalpha.com/a/19jvd
3/7/14
Caiman Valores
Canacol Energy: Significantly Under-Valued, With Solid Production And Reserve Growth Set To... $CNNEF http://seekingalpha.com/a/18fqn
2/8/14
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
2/8/14
Caiman Valores
Pacific Rubiales $PEGFF is oversold and presents solid long-term value http://seekingalpha.com/a/16y0z
2/8/14
Caiman Valores
Pacific Rubiales Beaten Down And Oversold Offering Long-Term Value With Significant Positive Catalysts $PEGFF http://seekingalpha.com/a/16y0z
1/8/14
Caiman Valores
Karoon Gas An Undervalued Oil & Gas Explorer With Considerable Potential $KRNGF http://seekingalpha.com/a/15f55
11/18/13
Caiman Valores
Coming to grips investing in Argentina's Energy Sector $YPF, $CVX, $APEOF http://seekingalpha.com/a/13jrm
7/4/13
Caiman Valores
$FXA tipped to fall to 75 cents in 12 months http://bit.ly/14QMhfD
1/10/13
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
8/30/12
Caiman Valores
It appears short sellers are circling an over extended Fortescue (FSUMF.PK) http://bit.ly/NEo9n4, could the same happen with Vale?
8/13/12
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
Caiman Valores
Gafisa posts stronger than expected 2Q 12 results but price is topping out. http://reut.rs/MUxs87
8/3/12
Caiman Valores
TEF looks cheap, but Spain isn't the only reason. http://seekingalpha.com/a/gojh
8/3/12
Caiman Valores
Colombia's first rate cut in two years, global economic headwinds are biting deep! http://seekingalpha.com/a/gpaz
8/2/12
Caiman Valores
2012 is shaping up to a disappointing year for Ecopetrol investors. http://seekingalpha.com/a/gf23
7/20/12
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
You called this one spot on. Keep 'em coming from Colombia. Mike
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.
7/11/12
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?
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
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
F&^%en idiot running the company should be fired. Leverage up then deleverage. maybe an investment banking job would suit him.
7/6/12
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
7/5/12
Caiman Valores
Vale (VALE) looks like a great buy but is shrouded in uncertainty http://seekingalpha.com/a/f30x
Caiman, you wrote a very substantive article; worth a read for anyone investing in ANY company which does a lot of business with Brazil.
Mercy thank appreciated. I actually look forward to the perspective you can bring to these types of discussions.
6/28/12
Caiman Valores
Telefonica (TEF) shaping up to be a value trap. http://seekingalpha.com/a/es3l
6/20/12
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
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
6/18/12
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
6/11/12
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.
6/6/12
Caiman Valores
BBVA another global bank domiciled in Spain that has been tainted by the Spanish economic crisis http://seekingalpha.com/a/drfb
5/31/12
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
5/22/12
Caiman Valores
Why are investors fleeing Petrobras (PBR)? http://seekingalpha.com/a/czwr
5/15/12
Caiman Valores
Gran Tierra Energy (GTE), a quality oil small cap hidden by the mists of key dependency risk http://seekingalpha.com/a/co73
5/10/12
Caiman Valores
YPF up 24% from its nationalization low, what were the reasons for the expropriation? http://seekingalpha.com/a/cawr