Brazil Investor

Credit Cards and Exchanges: The Only Safe Ways to Play the Financials

A testimonial to Jon
I’ve been reading these posts and am a partner’s of Jon’s on a project we have been heading up for some time now.
This goes out to ‘Mr. Bill’ and all the other sniveling whiners that like to hide behind their computers while hurling insults. Jon is well known on Wall Street by a LOT of people and has been for some time.
Jon puts out more information than anyone I’ve ever met- and has helped a lot of people.

I see people saying that they are “nationally known” and are successful but I see no proof. So to those of you that want to attack an associate of mine- why not post your resume on the net, the name of one deal that you’ve done- or the name of anything you built? Why- BECAUSE THERE ARE NONE- that’s why.

I can personally attest to the fact that Jon is a man of action- and there are dozens more that will do the same. I suggest that you stick to the mission and if you want to have some kind of contest why not do one that counts and put out more and better information as that is why we come here- no to hear someone that is unwilling to come out of the closet and prove their own substance.

Discover Financial: A Creditable Investment - Barron's

A testimonial to Jon
I’ve been reading these posts and am a partner’s of Jon’s on a project we have been heading up for some time now.
This goes out to ‘Mr. Bill’ and all the other sniveling whiners that like to hide behind their computers while hurling insults. Jon is well known on Wall Street by a LOT of people and has been for some time.
Jon puts out more information than anyone I’ve ever met- and has helped a lot of people.

I see people saying that they are “nationally known” and are successful but I see no proof. So to those of you that want to attack an associate of mine- why not post your resume on the net, the name of one deal that you’ve done- or the name of anything you built? Why- BECAUSE THERE ARE NONE- that’s why.

I can personally attest to the fact that Jon is a man of action- and there are dozens more that will do the same. I suggest that you stick to the mission and if you want to have some kind of contest why not do one that counts and put out more and better information as that is why we come here- no to hear someone that is unwilling to come out of the closet and prove their own substance.

CBOE Put-Call Ratio Indicates Negative Outlook

A testimonial to Jon
I’ve been reading these posts and am a partner’s of Jon’s on a project we have been heading up for some time now.
This goes out to ‘Mr. Bill’ and all the other sniveling whiners that like to hide behind their computers while hurling insults. Jon is well known on Wall Street by a LOT of people and has been for some time.
Jon puts out more information than anyone I’ve ever met- and has helped a lot of people.

I see people saying that they are “nationally known” and are successful but I see no proof. So to those of you that want to attack an associate of mine- why not post your resume on the net, the name of one deal that you’ve done- or the name of anything you built? Why- BECAUSE THERE ARE NONE- that’s why.

I can personally attest to the fact that Jon is a man of action- and there are dozens more that will do the same. I suggest that you stick to the mission and if you want to have some kind of contest why not do one that counts and put out more and better information as that is why we come here- no to hear someone that is unwilling to come out of the closet and prove their own substance.

Petrobras: Great for Brazil, Not So Great for Shareholders

I like transocean (RIG) - but this talk of its 'exposure' to Brazil is a little bit silly. As if RIG would have a hard time finding new customers (backlog is years not months) if PBR backed out of any of its leases (not going to happen). One of the funniest things I've heard from a CEO in recent months- was on the conference call when the discussion of "how to get money back to shareholders" took place. In NYC we call that a high class problem".

Getting back to PBR- it is a great opp- but suffers from lack of understanding on the part of the many 'fad' investors that buy the flavor of the month whether its IPI or V or whatever else pops up on 'fast money'. PBR corrected along with the crude market, the bovespa, and its own parabolic anamoly. Valuation is very reasonable now and for those that bit hard in the 40$ range- the rewards will be signficant.

southamericanstocks.co...

Will Brazil Really Nationalize Oil?

that's 'controls' (went dyslexic for a sec)

Will Brazil Really Nationalize Oil?

Brazil is not going to nationalize oil because even a closet socialist like Lula knows he needs to scratch the back of the 1% of Brazil that countols 2/3rds of the wealth.

This is not to say that Brazil won't go the way of Venezuela in coming years- but for now they realize the value of continuing to be investor friendly.

What will happen in Brazil is that a mini-PBR will be set up to divide the pre-salt blocks that have yet to be doled out. PBR will be given less flexible price increase terms as new production comes on line as well.

southamericanstocks.co...

Brazil May Be Finding a Bottom

Thank your for your article and insight- we will be putting a link up to your article tonight as we share your views.

southamericanstocks.co...

Latin Lovers - Fast Money Recap (8/21/08)

Like the South of the Border comments- for the latest in South American Stocks- www.southamericanstock...

On Visa and Commodities: An Addendum

Ok- this site is officially gone yahoo-like. You people are absolutely ridiculous. Mr. Bill- It sounds like you have a major case of V -Winner envy- to take so much time to be so concerned about what another member posts on this site makes you sound like a 12 year old.

Knightowl- come on - grow up. You sound like a child as well.

Are you both grown men or teenagers.

You are all being hypocritical as you continue to attack someone who has obviously put out much more (both in quantity and credibility) information about Visa.

I was curious to see what the three individuals have actually contributed to this site so I took a look at all three of your own histories on Seeking Alpha and found very little redeeming value in any of your own contributions. As they say - men in glass houses should not throw bricks. From what else I was able to gather none of you even have experience in the financial services or investment business.

Please- do us all a favor and grow up. As I have better things to do with me time I will reserve any and all comments I have in the future to Visa.

One last thing knightowl- you have taken a Visa forum and turned it into an oil forum. Are there not better places to post your comments about energy?

Last- and getting back to substance- I must say (if we can focus on the article itself) that I don't find much of value there as well.

Let us all try to move forward and keep the focus on Visa. That is why I came here- not to hear what I assume (perhaps incorrectly) grown men whining about 'V Winner'- do you all get together for manicures together as well???

On Visa and Commodities: An Addendum

Mr. Bill- I have read many of posts from virtually anyone and everyone posting on Visa since the IPO- I have learned a lot from V Winner- I have learned nothing from you. Why, for example- are you in particular so upset at V Winner- when the author of the article is the one out of line? You seem to have your own insecurity about him- and it is out of line- as the author of the article here is obviously the one out of line.

I, for one, would like to actually go to a visa post- and discuss Visa- instead of this child-like dribble that will not make me any money.

I was very happy to see that institutional ownership increased to beyond 50% (something I learned from the much-maligned V Winner blog!)- So could we get back to the Visa discussion people!!!Please?

On Visa and Commodities: An Addendum

I for one have been reading Seeking Alpha for some time- and am a Visa investor. I have been reticent to join these forums (and of them) as a result of the childish behavior that is constantly on display. I am also a fan of V Winner- as he has put out more information on Visa than anyone else on the web. This article was supposed to be about Visa- but is seems that the author is focused instead on making a fool of himself. So - today- for the first time, I have decided to chime in as there are many of us that actually appreciate V Winner's efforts.

For the record- I checked Mr. Bill's past posts- and I see very little in the way of actual posts. He too seems to be obsessed with the messenger instead of the message.

As a serious investor and someone who has a substantial investment in Visa-I appreciate having a blog devoted to one of my largest holdings.

I think people can judge what V Winner did by going to his blog. They can also see what he has had to say over time.

www.visawinners.com

(Oh-and before I start getting attacked- I am only providing this link so that if people want to begin comparing the contributions of the author to this article or Mr. Bill's brilliant insight)- they can make up their own mind. Enough said.