Seeking Alpha

iadops40

iadops40
Send Message
View as an RSS Feed
View iadops40's Comments BY TICKER:
Latest  |  Highest rated
  • Home Depot: The Ultimate Investment For Disaster Season [View article]
    Roofs are going to need fixing: OC RPM BECN
    Oct 30, 2012. 09:56 PM | Likes Like |Link to Comment
  • "Cliffs are in fashion this fall," economist Ed Yardeni writes. Not only is there the fiscal cliff, there's the political cliff and the revenue cliff. “If they fall off of it,” says Yardeni, "so will the profit margin." Which makes for an earnings cliff too. Then there's the "capital strike," described by Barclays' Barry Knapp as industry's reluctance to invest until we know the election result and whether the fiscal cliff will be averted. [View news story]
    there is also a "patent cliff" for big pharma
    Oct 28, 2012. 04:33 AM | 3 Likes Like |Link to Comment
  • Blogging Debate Number 1: Romney Turns The Election [View instapost]
    Spot on Joe, Obama certainly looked like he did not want to be there and appeared very uncomfortable. I am re-re-watching right now. There could be trouble ahead for Obama. We shall see...
    Oct 4, 2012. 02:37 AM | 1 Like Like |Link to Comment
  • Ecopetrol's Second Quarter Results Indicate A Disappointing Year Ahead For Investors [View article]
    That is precisely what I am saying. The exchange rate was $1 U.S. = 4.3-4.5 Argentine peso, but on the "blue market" its about $1 = 6-6.5, It would not surprise me if $1=7 would be on the table, especially with the open market ban. Although I consider myself a risk investor, there is no way in God's green earth that I am willing to try to locate a person that will pay be an extra few pesos, LOL. Not in these times and days. I will take my 15-20% profit and I will be happy. The economy in Argentina is already into another recession. I think I will stick to bringing U.S. dollars back home and keeping them in the safe. Only a few more months and my wife and kids will be here in the U.S. with me. But we will still have the house in Buenos Aires.
    Aug 2, 2012. 04:51 AM | 1 Like Like |Link to Comment
  • Ecopetrol's Second Quarter Results Indicate A Disappointing Year Ahead For Investors [View article]
    It's funny you ask about Argentine banks as most family and friends in Argentina have withdrawn all of their money from banks, just like we have seen in Greece, Spain, and Italy. It comes at no surprise with global concerns. Argentinian debt has been in bad shape. President Kirchner came under the spotlight more so with YPF after failed efforts to revive the economy with oil production. Further frustration with the farmers in regards to taxes. Argentinian government has placed an open market ban on the U.S. dollar, a stranglehold, so that their Central Bank could scoop up as many U.S. dollars as possible. It is understandable, in a government perspective, but not in a public perspective as this inhibits the common citizen from limiting losses of the depreciating peso and offsetting with the U.S. dollar. I usually fly back home with about $10,000 (or maybe more). We keep our money in a safe. The Argentine peso has depreciated so much, just like the Brazilian Real.
    Aug 2, 2012. 04:19 AM | Likes Like |Link to Comment
  • Ecopetrol's Second Quarter Results Indicate A Disappointing Year Ahead For Investors [View article]
    I certainly agree with you VC that there are common misconceptions about South America. There are a lot of close-minded investors that are fooled by the news media and get spooked. It is wonderful that a very educated author like yourself can now educate the masses and bring the positive light. Thank you again.

    I am glad to hear that you plan to return to Argentina, I will be back home the last week of this month through the second week of September. We are celebrating my baby girl's first birthday then its the bautismo! Her birthday is 9/11, crazy huh? Well, regardless la vida es la vida :).

    I agree Argentinian wine is very good, and the trip to northern Argentina has always been on my list of things to do. However, we make a yearly trip to Chile, and let me tell you...the best wine on earth! I am still hoping to make my way to Colombia, have not made it that far north, ever.
    Aug 2, 2012. 03:43 AM | Likes Like |Link to Comment
  • Ecopetrol's Second Quarter Results Indicate A Disappointing Year Ahead For Investors [View article]
    Estupendo! Another well written and insightful article CV. Excellent research and knowledge, as always. I spend a lot of time in South America as my family is from Argentina, my wife and kids, we built a house in Buenos Aires. It is good to read your articles when I am away from home, you offer a great first hand perspective. Cuidate mucho!
    Aug 2, 2012. 02:48 AM | Likes Like |Link to Comment
  • Amarin Path Clearer After FDA Approval [View article]
    Steve, well written article with key info and data. Huge market potential here with AMRN. 889 and NCE status is key, pps will trend back to 20. Offers from big pharma will start coming and buyout will come.
    Jul 29, 2012. 12:20 AM | 1 Like Like |Link to Comment
  • Matador Resources: Significant Growth Expected [View article]
    Great Article O.M., MTDR definitely looks like a solid long term investment!
    May 28, 2012. 02:59 PM | 3 Likes Like |Link to Comment
  • Price Target And Rating Updates [View article]
    I was wondering the same thing.
    May 26, 2012. 08:24 PM | Likes Like |Link to Comment
  • Amarin: May 16 Patent Updates - What Do They Mean? [View article]
    see my link at the bottom of the page
    May 26, 2012. 06:43 PM | Likes Like |Link to Comment
  • Amarin: May 16 Patent Updates - What Do They Mean? [View article]
    this link shows that patent 598 issue date is 5-29-12

    http://bit.ly/MPC7WP
    May 26, 2012. 06:14 PM | Likes Like |Link to Comment
  • Brief Review Of A Few Biotechs [View article]
    Biotechwill is on a roll! You are certainly correct!
    May 22, 2012. 12:16 AM | 1 Like Like |Link to Comment
  • Brief Review Of A Few Biotechs [View article]
    I think your price target for AMRN is a little south of analyst and market expectations, which range from 19-27, median target was around 24
    May 21, 2012. 10:18 PM | Likes Like |Link to Comment
  • Amarin: May 16 Patent Updates - What Do They Mean? [View article]
    Great article Ross. I think the patent issues will be resolved shortly. The recent bio bear market this month offers investors now a significant discount after major market sell-off, it's only a matter of time we start to see the run-up as the PDUFA approaches in July, then it could be off to the races. Long AMRN.

    Alex
    May 19, 2012. 11:51 PM | Likes Like |Link to Comment
COMMENTS STATS
21 Comments
10 Likes