Blood In The Streets: Spain, Part 4 [View article]
Paulo,
Why aren't you taking in consideration the Net Debt /Ebitda ratio? I think it would be an interesting multiple, considering the indebtedness of the Spain companies.
Blood In The Streets, Portugal (Part 2) [View article]
I think that in the past, EDP had an ADR; not any more. The unique Portuguese stock that as an ADR listed in NYSE is Portugal Telecom (PT); that company will be presented by Paulo in Blood In The Streets, Portugal (Part 3)
Blood In The Streets, Portugal (Part 2) [View article]
Paulo, First of all, congratulations for your initiative regarding stocks listed in the Portuguese stock Index (PSI) I'll be looking forward to comparisons between Spanish companies and their Portuguese peers; I think it will be fairer.
Blood In The Streets, Portugal (Part 2) [View article]
Paulo, Why do you compare the Portuguese stocks with American stocks, instead of compare them in their european peers? For instance, you could compare GALP with BP, RDSA, FP. Is there any reason for you to proceed in this way? Is by the fact that SA is US oriented?
Can Petrobras Ever Perform To Its True Potential And Deliver Value For Investors? [View article]
Great article indeed. Investment in Brazil is a really a farce. Beside all the questions regarding the influence of the state in the governance of Petrobrás and Vale, there's another problem that isn't reflected in the your article; the aggressive conduction of the Monetary policies by the Brazilian authorities; since the 31st March the Real tumble 10% against the USD, and as a majority of the company's debt is nominated in USD, that impacts negatively the companies earnings.
The Curse Of The Obvious Ticker [View article]
(SICK) - Healthcare Bear 3x
The Curse Of The Obvious Ticker [View article]
The Curse Of The Obvious Ticker [View article]
The Curse Of The Obvious Ticker [View article]
The Curse Of The Obvious Ticker [View article]
Blood In The Streets: Spain, Part 4 [View article]
Why aren't you taking in consideration the Net Debt /Ebitda ratio?
I think it would be an interesting multiple, considering the indebtedness of the Spain companies.
Blood In The Streets, Portugal (Part 4) [View article]
Regarding the malls business, I reckon that I don't know the business, nor the minorities participation.
Blood In The Streets, Portugal (Part 4) [View article]
What does it means the 620 M€ of minorities added to EV of Sonae SGPS?
They aren't comprised in the market cap value?
If not, why.
Blood In The Streets, Portugal (Part 2) [View article]
The unique Portuguese stock that as an ADR listed in NYSE is Portugal Telecom (PT); that company will be presented by Paulo in Blood In The Streets, Portugal (Part 3)
Blood In The Streets, Portugal (Part 2) [View article]
First of all, congratulations for your initiative regarding stocks listed in the Portuguese stock Index (PSI)
I'll be looking forward to comparisons between Spanish companies and their Portuguese peers; I think it will be fairer.
Blood In The Streets, Portugal (Part 2) [View article]
Why do you compare the Portuguese stocks with American stocks, instead of compare them in their european peers?
For instance, you could compare GALP with BP, RDSA, FP.
Is there any reason for you to proceed in this way?
Is by the fact that SA is US oriented?
Microsoft's Earnings Contain Some Bad News For Amazon.com [View article]
What kind of instrument are you using to short AMZN?
Why I Bought Interactive Brokers [View article]
I'm also a IB trader since 2006 and I just love TWS, although that is not a sufficient reason to be a buyer of the stock.
Can Petrobras Ever Perform To Its True Potential And Deliver Value For Investors? [View article]
Can Petrobras Ever Perform To Its True Potential And Deliver Value For Investors? [View article]
Investment in Brazil is a really a farce.
Beside all the questions regarding the influence of the state in the governance of Petrobrás and Vale, there's another problem that isn't reflected in the your article; the aggressive conduction of the Monetary policies by the Brazilian authorities; since the 31st March the Real tumble 10% against the USD, and as a majority of the company's debt is nominated in USD, that impacts negatively the companies earnings.