Mattel: Increasing Income And Large Cash Supply Make It A Buy [View article]
"Too exposed to the whims of the day." I like MAT just because it is a consumer discretionary item. With the recent stabilization of the economy and mild growth, parents are finding room to pay for toys for their kids. Yes there is fear of turning back, but the last three years the "fear" trade has been a loser.
Turkcell Iletisim Hizmetleri A.S: A Turkish Delight [View article]
Goodness gracious, you must be new to this stock. The market prospects for the company are wonderful but the shareholder governance is a nightmare. This company could report record earnings this year and the stock could still cut in half if they don't get the ownership structure issues resolved.
This coming from someone is long TKC. I am just sober about the prospects.
Telefonica Brasil: A Sleeping Giant? [View article]
This analysis, in retrospect, really had very little forward looking information. As a result, anyone who took your advice and purchased this stock would have been crushed with a terrible entry point.
In the future, it seems that the discussion about VIV needs focus on competitive pressures and regulatory changes. Also what is the likelihood that TEF will juice VIV for additional cash for the holding company? These are real risks that any investor in VIV needs to price in.
Is Bancolombia Losing Its Luster For Investors? Part 1 - An Analysis Of Asset Quality, Risk And Liquidity [View article]
Very well done. I am long CIB also. I am curious about your comments regarding BAP and BBD also. BBD in particular because I feel Brazil is being heavily discounted right now due to the slowdown in commodity consumption in China.
What To Do With A Profitable Fannie And Freddie [View article]
Excellent post. Excellent. The hypocrisy of the policymakers is on display. It will just take a while for the political winds to change to reflate the value of the junior non-cum preferreds for Fannie and Freddie.
This article very backward looking instead of looking forward for future performance. Yes, they increased inventory significantly and that because they are rollout the first major product in many years. These are capital intensive products and this would be a normal occurrence for this type of company.
What about the sales pipeline? What is the quality of that?
Ryland's Future Growth Ability Is Enticing [View article]
Good observation. If you had stuck with your gut you could have watched it rise to $26/share. But I also agreed with the risk/reward assessment you made too.
Has Turkcell Finally Reached A Bottom? [View article]
Agreed. Need to wait for resolution by the board. But for the retail investor, by the time the news gets out this stock will be 10% more expensive at least.
Why do you think Japanese are clueless? There are huge positive and negative incentives for Japanese workers to buy JGB. Don't judge so quickly. Moreover, most of the holders of their debt are pension funds, municipalities, insurance companies etc. All of those entities have regulatory requirements to buy JGB. So the door is locked and the money is not getting out, that is how they make it work.
Can Brasil Foods Hit Some Impressive Goals? [View article]
Very well done. I also have been long BRFS and done well. But I am still more optimistic because the margin expansion opportunities look like a pretty good bet. Also Sadia is a mechanism for international expansion. Sadia marketing and operations executing very well before the implosion.
In any case, I am reinforcing what you said. Good article.
Mattel: Increasing Income And Large Cash Supply Make It A Buy [View article]
Is Turkcell's Upcoming Transformation Enough Reason To Hold The Shares? [View article]
Turkcell Iletisim Hizmetleri A.S: A Turkish Delight [View article]
This coming from someone is long TKC. I am just sober about the prospects.
Telefonica Brasil: A Sleeping Giant? [View article]
In the future, it seems that the discussion about VIV needs focus on competitive pressures and regulatory changes. Also what is the likelihood that TEF will juice VIV for additional cash for the holding company? These are real risks that any investor in VIV needs to price in.
Is Bancolombia Losing Its Luster For Investors? Part 1 - An Analysis Of Asset Quality, Risk And Liquidity [View article]
What To Do With A Profitable Fannie And Freddie [View article]
Boeing Is Overvalued [View article]
What about the sales pipeline? What is the quality of that?
Ryland's Future Growth Ability Is Enticing [View article]
Has Turkcell Finally Reached A Bottom? [View article]
Brasil Foods: Little Expected, Even Less Delivered [View article]
More Problems Coming For American Tower [View article]
Japan's In For A Hard Landing [View article]
Can Brasil Foods Hit Some Impressive Goals? [View article]
In any case, I am reinforcing what you said. Good article.
Credicorp Declines in Q4 Thanks to Madoff and Forex [View article]
Amgen Is A Bargain At These Levels [View article]