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vorgriff

vorgriff
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  • Developments In Steel And Iron Ore [View article]
    Good article, Paulo

    I'm considering starting a position in TIE, and I'd like to know if these issues with China and Iron & Steel that you describe so well, hit this kind of metal also.


    Thanks.
    Mar 1, 2012. 05:26 PM | Likes Like |Link to Comment
  • 5 High Yield Oil Plays For The New Oil Age [View article]
    This company can disappear or double in few weeks. An extremely risky asset, a knife falling (literally). IMO it should not be recommended without expressely alerting that hughe risk...
    Feb 29, 2012. 08:06 PM | Likes Like |Link to Comment
  • Identifying Worthwhile Investments In Oil [View article]
    Nice article, thanks. I bought some shares of ERF during last week sell-off. Hope you are right on getting ~30 range. What was the natural gas price that produced the impairement in comparisson with the actual and in your view the proyected one?


    Thanks.
    Feb 29, 2012. 04:01 PM | Likes Like |Link to Comment
  • 5 High Yield Oil Plays For The New Oil Age [View article]
    Long ypf?? you gotta be kidding!!
    Feb 29, 2012. 03:44 PM | Likes Like |Link to Comment
  • How BP's Dividend Stacks Up Against Shell's [View article]
    Thanks a lot Steven, I'll look into it. There's not (at least up to 2011), any tax agreement between Argentina and USA, but is good to see that Argentina has agreements with UK, Canada, and other countries. So the point would be to buy shares directly from London stock market and ask for a tax credit, instead of buying them at the NYSE?

    I'll ask my broker about it (he is extremelly ignorant about all this, so I'lI check).

    Thanks again!
    Feb 28, 2012. 06:03 PM | Likes Like |Link to Comment
  • How BP's Dividend Stacks Up Against Shell's [View article]
    Sure, Argentina.
    Feb 28, 2012. 03:40 PM | Likes Like |Link to Comment
  • How BP's Dividend Stacks Up Against Shell's [View article]
    Thanks for the link Steven, but unfortunately my country doesn't have such tax agreements.
    Feb 28, 2012. 01:04 PM | Likes Like |Link to Comment
  • How BP's Dividend Stacks Up Against Shell's [View article]
    Some investors like myself are not US-citizens, so no tax credit is available.
    Feb 28, 2012. 10:39 AM | Likes Like |Link to Comment
  • Recent Performance Review For 7 Canadian Oil & Gas Equities [View article]
    Hi Zvi

    could you please extend a little on your being long on PGH? I'm considering buying some stocks and will appreciate your rationale.

    Thanks
    MB
    Feb 23, 2012. 12:12 AM | Likes Like |Link to Comment
  • There's More To China's Slowdown [View article]
    Hi Paulo I mostly agree with your outlook.

    What do you think about commodities like soy beans and corn?.
    Feb 22, 2012. 09:05 PM | Likes Like |Link to Comment
  • 3 High-Dividend Stocks With Strong Growth [View article]
    Another excellent article!

    Appreciate very much that you always include a foreign company in your analysis.
    Feb 17, 2012. 06:11 PM | 1 Like Like |Link to Comment
  • How BP's Dividend Stacks Up Against Shell's [View article]
    Thanks Steven for sharing some of your insights on these companies. Despite the atractive possibilities of BP dividend increments and future growing, I consider (far from being an expert) Shell has better management. I don't know whether BP has a world-wide balanced distribution of its oil & gas sources, like Shell has. And the quality of Shell products (at least in my country) are quite superior to BP's.

    Both are great companies, no doubt, but, not having made an exhaustive comparative research, my pick by now would be Shell.

    I agree that selling covering calls looks like a good move.


    Thanks again, and best regards.
    MB.
    Feb 16, 2012. 10:14 AM | 1 Like Like |Link to Comment
  • Will Your Portfolio Survive The Great Deleveraging? [View article]
    Yeah, in the energy sector I'm specially interested in Shell (rds.b) and brazilian electric Aes Tiete (aesay). In the Telecom sector France Telecom (fte) and Vodafone (vod).

    I'm not familiar with indian and Hong Kong stocks, but they are on the list.

    Thanks for your interest.
    Feb 15, 2012. 04:18 PM | Likes Like |Link to Comment
  • Will Your Portfolio Survive The Great Deleveraging? [View article]
    Nice article.

    I'm interested the most in ADRs, so I'd appreciate any comments on that topic.

    MB.
    Feb 15, 2012. 02:29 PM | Likes Like |Link to Comment
  • 5 Investment Grade Preferred Stocks For 2012 [View article]
    yeah, thanks GD, Deutsche Bank and ING have been in my portfolio. Unfortunately I sold them before this upswing...

    Thanks also to depraved_miscreant. I also have search quantumonline, but I found a lot of outdated / delisted tickers. Do you know an ADR preferred stock outside the banking sector?. The brazilian ones like Vale, are in fact convertible common stocks with the same status and dividend (as far as I know).
    Feb 14, 2012. 03:35 PM | 1 Like Like |Link to Comment
COMMENTS STATS
186 Comments
91 Likes