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  • Could Vivendi Become The French Bertelsmann Or Should It Be Dismantled? [View article]
    Exxi holder,
    Thank you for your comment!
    For now, I believe that Mr Bollore is looking at targets in Europe in order to develop the press segment.
    It's pure speculation but an acquisition of Lagardere could make sense. Considering Vivendi's available cash and debt capacity, it could be feasible.
    Mar 30, 2015. 04:46 PM | Likes Like |Link to Comment
  • Total Is A Solid Income Investment After Year-End Results [View article]
    fanebrp,
    I believe that dividends paid by a French company to a resident of the United States are subject to a 15% withholding tax in France. However, you need to be able to provide some specific documents in order to benefit from the reduced rate.
    Best
    Feb 26, 2014. 05:51 AM | Likes Like |Link to Comment
  • Total Is A Solid Income Investment After Year-End Results [View article]
    RLJ3033,
    I wrote an article about TOT in July 2012
    Best
    Feb 26, 2014. 05:47 AM | Likes Like |Link to Comment
  • Why An Industry Insider Is Shorting Facebook [View article]
    Great article, thank you very much
    Jan 16, 2014. 05:16 AM | 2 Likes Like |Link to Comment
  • Vale: Undervalued But Risky [View article]
    Akiva La Fea,

    Thank you for teh comment!

    Best regards,
    Jan 16, 2014. 04:32 AM | Likes Like |Link to Comment
  • Vale: Undervalued But Risky [View article]
    paruig,

    Thank you for the comment. The revenue increase is based on the optimistic iron ore forecasts and Vale's expected production. I also added an overcapacity % in order to reflect the uncertainty regarding the chinese demand.
    Again, it's the optimistic scenarion.

    Best regards
    Jan 16, 2014. 04:31 AM | Likes Like |Link to Comment
  • How To Analyze Luxury Companies [View article]
    Thank you very much thefleur.
    Dec 3, 2013. 03:10 AM | Likes Like |Link to Comment
  • Moleskine Offers Exposure To The Luxury Industry And A Great Upside Potential [View article]
    r00lojbk,
    It appears that the company is being shorted by several funds such as GMT Capital, Permian Investment Partners or JPM. Let's wait the end of the storm.
    Nov 14, 2013. 03:04 AM | Likes Like |Link to Comment
  • Moleskine Offers Exposure To The Luxury Industry And A Great Upside Potential [View article]
    Thank you packur
    Nov 14, 2013. 03:01 AM | Likes Like |Link to Comment
  • There's No Global Wine Shortage [View article]
    Great article, thank you very much.
    Nov 6, 2013. 06:02 AM | 1 Like Like |Link to Comment
  • The Best Stock For Long-Term Investors [View article]
    Joe,
    Thanks for your comment. Regarding Sanofi, the stock is trading at 78€ (back from a 85.50€ peak) and offers a 3.6% dividend yield. The business should also improve next year.
    It's an interesting opportunity right now.
    Nov 5, 2013. 08:38 AM | 4 Likes Like |Link to Comment
  • It's Still Time To Buy French Stocks: 3 Opportunities In The CAC40 [View article]
    GDF is a good bet but not one of the strongest stocks for long-term investors. You can check Pierre Sookiew's work, he follows and writes great articles about that stock.
    Jun 15, 2013. 04:27 AM | Likes Like |Link to Comment
COMMENTS STATS
12 Comments
7 Likes