Seeking Alpha

America Movil SA de CV (AMX)

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Comments on AMX

  • How to Stress Test Your ETFs [View article]
    Peter, I mean Earnings. Instead of ROE, which is earning/book equity, I am thinking earning/Market price. In theory, a portfolio can... More »
    Comment by Chimin Sang
    Dec 23 00:43 am |
    Rating: 0 0
  • How to Stress Test Your ETFs [View article]
    Great Point my friend, This is just a stress testing method and one should never construct a portfolio based on it, by just one... More »
    Comment by Peter Mycroft Psaras
    Dec 22 10:52 am |
    Rating: +2 0
  • How to Stress Test Your ETFs [View article]
    RISK (MODERN PORTFOLIO THEORY) STATISTICS 3 Years Statistic PIV Alpha (against Standard Index) -6.36 Beta (against Standard... More »
    Comment by Peter Mycroft Psaras
    Dec 22 10:46 am |
    Rating: +2 0
  • How to Stress Test Your ETFs [View article]
    Hi - what are the 'risk adjusted' return comparisons?
    Comment by manbat
    Dec 22 09:52 am |
    Rating: 0 0
  • How to Stress Test Your ETFs [View article]
    Haha, interesting viewpoint. One thing to warn against misuse of this method: Don't look up stocks by ROE and construct your own ETF... More »
    Comment by Chimin Sang
    Dec 22 08:09 am |
    Rating: +2 0
  • Stephen Mandel's Lone Pine Capital Q3 Portfolio: A Basket Full of Apple [View article]
    VIV = Vivo in Brazil, not Vivendi in Europe.
    Comment by gotribe
    Dec 11 12:28 pm |
    Rating: 0 0
  • Market in Strange Dance with the Dollar [View article]
    Why do we have to go to this instablog thing to get picks now?
    Comment by BottomFisher2
    Dec 2 15:10 pm |
    Rating: +2 0
  • Monday Options Recap [View article]
    a lot of optimism in the stock market today but little change in the options market. Total Equities Put Call Ratio (... More »
    Comment by Options Trading
    Nov 30 20:59 pm |
    Rating: +1 0
  • Market in Strange Dance with the Dollar [View article]
    Yep, even in this down market I like Petrobras and have added it to my long positions. Still need to find a few more shorts/puts to add... More »
    Comment by absolute return guy
    Nov 20 13:41 pm |
    Rating: +3 0
  • Market in Strange Dance with the Dollar [View article]
    Excellent picks. I got at least one out of the four but do follow Mexico and Brazil. My best play is GMK. Its basing right now but... More »
    Comment by MexCom
    Nov 19 17:03 pm |
    Rating: +3 0
  • Market in Strange Dance with the Dollar [View article]
    untrusting investor, you're absolutely right, on all counts. I think you got the impression that I was saying that a falling dollar was... More »
    Comment by Northern Dancer
    Nov 19 02:04 am |
    Rating: +3 0
  • Market in Strange Dance with the Dollar [View article]
    Northern Dancer, You mention that "only a weaker dollar will make US exports" cheap enough for foreign buyers. That is at best only... More »
    Comment by untrusting investor
    Nov 18 20:56 pm |
    Rating: +4 0
  • Market in Strange Dance with the Dollar [View article]
    For whatever it's worth I am trying to stay market neutral in equities. The overall market environment is the most complex that I have... More »
    Comment by David Brown
    Nov 18 13:36 pm |
    Rating: +3 0
  • Market in Strange Dance with the Dollar [View article]
    Great posts by all. I find this site so helpful. Mr. Big, great points and I agree that you probably aren't getting trapped... More »
    Comment by absolute return guy
    Nov 18 13:12 pm |
    Rating: +3 0
  • Market in Strange Dance with the Dollar [View article]
    David, thanks for accepting my comments in the friendly tone in which they were written and intended. Your assessment that the economy... More »
    Comment by Northern Dancer
    Nov 17 23:15 pm |
    Rating: +4 0