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tarpio

tarpio
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  • Citigroup - Improving Margins And Strong Capital Will Lead To Higher Valuation [View article]
    Hi Tim, I'm a foreigner and didn't know anything about AGO. What do you mean by "PR"? Are you talking about Puerto Rico? It seems that this company is very cheap looking at the trailing PE, but its fw PE is much higher, so I understand that their earnings are going to sink. Is it correct?
    Nice article about C. I'm long in it and looking for other opportunities. Thanks in advance
    Jul 19, 2015. 02:13 PM | 1 Like Like |Link to Comment
  • YPF sells $1.5B of bonds, tripling planned issuance [View news story]
    After the experience of Repsol in YPF, Gazprom will need something more than good luck. Argentina is not a safe country.
    May 3, 2015. 07:41 AM | Likes Like |Link to Comment
  • The breakeven price for Statoil's (STO -0.7%) Barents Sea oil field Johan Castberg has risen to $85/bbl vs. a previous estimate of $71, Wood Mackenzie says after STO's surprise decision to delay the project due to higher costs. "When a field that contains 500M barrels isn't profitable, it's worrisome," another analyst says. "It's a warning call about the sector's cost development." [View news story]
    I think that the decision of delaying the project has to see with the Norwegian government intention to increase taxes over oil production.
    Jun 8, 2013. 05:41 AM | Likes Like |Link to Comment
  • Bank Of America: With No Dividend Hike Shareholders Are Fleeing [View article]
    No jarco. The fact is that I hold SAN and BAC.
    Apr 18, 2013. 03:24 PM | Likes Like |Link to Comment
  • Bank Of America: With No Dividend Hike Shareholders Are Fleeing [View article]
    SAN can be an important turnaround. Last year there was a high impact on the profit due to the provisions they made on real state.

    Pre-provision profit 2012 23559M€
    Provisions made 19000M€

    The good news is that most of the provisions were made last year, so the profit for this year is expected to be very interesting.
    Also, the share is very low right now, because people thinks it is an Spanish bank, but it is a global bank.

    The net profit in 2012 comes from:
    Brazil 26%
    Mexico 12%
    Chile 6%
    rest of LA 6%
    USA 10%
    UK 13%
    Germany 4%
    Spain 15%
    Portugal 1%
    Poland 5%
    rest of Europe 2%
    Apr 17, 2013. 04:07 PM | Likes Like |Link to Comment
  • StatOil Is A Trifecta Of Value, Income And Growth Potential [View article]
    Hi Mercy,

    thanks for your kind and fast reply. The fact is that I'm Spanish and I bought this share in US$ in order to diversify my portfolio (which is mainly in euros).
    Nevertheless, watching at the increasing US debt, a better option would probably be to have bought it in NOK. If I increase my position, that is probably what I'm going to do.
    Anyway, I'm happy to know that in the LT both the share in US$ and the share in NOK are going to have a similar performance (this issue was not very clear to me).

    Thanks again for your complete information and regards
    Mar 1, 2013. 04:03 PM | Likes Like |Link to Comment
  • Chesapeake Energy (CHK) sells a 50% interest in its Mississippi Lime play to Sinopec (SNP) for $1.02B in cash. CHK -0.5% premarket. (PR[View news story]
    -6,78%
    It seems that mr market doesn't like it.
    It would be interesting to know, what is the % of oil and gas production of CHK in this asset.
    Feb 25, 2013. 05:24 PM | Likes Like |Link to Comment
  • StatOil Is A Trifecta Of Value, Income And Growth Potential [View article]
    Hi Mercy (apart from the matter of the dividends, that you have perfectly explained) do you think that in the long term the shares in dollars are going to have a similar performance that the shares in NOK? I've bought STO in $, but I'm considering to increase my position in STL (in NOK). Thanks in advance
    Feb 25, 2013. 04:19 PM | Likes Like |Link to Comment
  • StatOil: The NOK Vs. The USD [View article]
    I bought Statoil at the beginning of January in order to diversify my portfolio and increase my positions in US$ (they are mainly in euros, because I'm Spanish).
    Reading some of the comments here, I think that probably I better have had to buy it in NOK instead of US$. But now it's done, and we will see. In my opinion, the huge amount of debt in the US will probably make the stock in US$ to under-perform the stock in NOK. Nevertheless, currencies are very unpredictable (at least, for me).

    Thanks for your two articles about the company. They are very well written and the comments are also very good.
    Feb 25, 2013. 03:38 PM | Likes Like |Link to Comment
  • Chesapeake Continues To Correct Its Ways [View article]
    Hi Mark,
    in my opinion, looking at the last company presentation, stopping drilling is just what they are planning to do. They are rotating from gas to oil, which is much more profitable, and once they have enough oil production, they will stop some gas rigs.

    If we consider that they are the 2nd gas producer in the US, when this arrives, I think that the gas price can also increase, causing also a higher profitability for them.

    It's risky, but it is an opportunity.
    Jan 9, 2013. 04:22 PM | 1 Like Like |Link to Comment
  • Chesapeake Energy (CHK) agrees to sell a substantial majority of its remaining midstream assets to Access Midstream Partners (ACMP) for ~$2.16B; the assets are located primarily in the Marcellus, Utica, Eagle Ford, Haynesville and Niobrara shale plays. CHK also anticipates completing the sale of its remaining midstream assets by the end of Q1 2013 for ~$425M. CHK +0.3% AH. [View news story]
    Just to have it clear: your winner is CHK or ACMP?
    Dec 11, 2012. 07:00 PM | Likes Like |Link to Comment
  • Bank Of America Is Heading South For The Winter [View article]
    Hahahaha. I completely agree.
    Nov 15, 2012. 03:33 PM | Likes Like |Link to Comment
  • Accounting For Falling Margins At Telefonica [View article]
    It will be paid the 15th may. 0,83 €/share.
    I hope this helps.
    Regards from Spain.
    May 10, 2012. 06:22 PM | 1 Like Like |Link to Comment
COMMENTS STATS
13 Comments
3 Likes