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  • 2nd Quarter Treasure Hunting: Bargains And Yield  [View article]
    Yes, some good long term investments in Europe right now. FTE seems like it will survive no matter what. TEF is a little more risky due to its higher debt load, but most people forget how much of TEF's business is in latin america. BHP owns real assets that will always hold value too. All have nice dividends.
    Apr 5, 2012. 02:31 PM | 1 Like Like |Link to Comment
  • 2nd Quarter Treasure Hunting: Bargains And Yield  [View article]
    Fte seems like a real bargain. European fears weighing heavily buying into that fear.
    Apr 5, 2012. 02:08 PM | 1 Like Like |Link to Comment
  • Where To Short When You Short This Market  [View article]
    Short plcn via puts. Seems way to expensive worth more than entire airline industry. Great company but just like Netflix used to be way overbought.
    Apr 5, 2012. 02:04 PM | Likes Like |Link to Comment
  • Copper May Outshine Gold In 2012: 4 Stocks To Benefit  [View article]
    Yes think SCCO switching to shares gained and cut dividend vs. normal dividend is weighing heavily on the stock. Trying to decide if they will increase dividend in the future.

    Also and very important FCX is probably oversold on fears of Indonesian gov. intervention....According to this article "no effect" on FCX (they signed 30 year contract in 1991 with 2x 10 year optional extensions). FCX also has signficant gold resources.

    Disclosure: Long FCX and SCCO (copper is will always be valuable and like dividends from both these very cheap stocks).
    Apr 2, 2012. 06:39 PM | 2 Likes Like |Link to Comment
  • Copper May Outshine Gold In 2012: 4 Stocks To Benefit  [View article]
    How about SCCO??
    Apr 2, 2012. 05:36 PM | 2 Likes Like |Link to Comment
  • Telecom Argentina: Buying The 11.9% Dividend  [View article]
    Be careful about investing in TEO, Argentina gov. interference a real risk. As per earlier comments and post from SA below, like YPF, TEO maybe influenced greatly by Arg. Gov. (to reduce dividend I would guess).

    Sunday, April 1, 4:47 AM
    Argentina is hardening its intentions regarding YPF, with the Pagina 12 newspaper reporting the government has decided to take over the oil giant. The debate is now over whether to expropriate YPF, which is 57% owned by Spain's Repsol YPF (REPYF.PK), or buy a large enough stake to control its management. (previous)

    Disclosure: No positions in TEO or YPF
    Apr 1, 2012. 03:33 PM | Likes Like |Link to Comment
  • Priceline's (PCLN) Europe potential means it deserves a premium multiple vs. other internet companies, Barclays says as it raises its target price on the shares to $800 from $725. PCLN performs "extremely well in Europe" and has a "very robust growth runway ahead" there, the firm says, plus any European short-term stability would give shares "a strong chance to outperform."   [View news story]
    I thought Europe was in a recession? Maybe Barclays was assuming when Europe recovers (and Europeans will celebrate in mass by traveling, booking on priceline, with all the new wealth they will have suddenly found)? To me this stock seems really expensive. I would appreciate any thoughtful comments about why it is not expensive.

    Disclosure currently own PCLN puts as a hedge to mess in Europe
    Mar 30, 2012. 04:54 PM | Likes Like |Link to Comment
  • Telecom Argentina: Buying The 11.9% Dividend  [View article]

    Instead of ranting, how about stating just the useful information as you did in your 2nd post....

    "Do you know the difference between a trailing dividend yield and a forward dividend yield? The company (per Morningstar) projected to pay out 70%......"

    Yes and I have read that the company INTENDED to pay out 70% of net income but have sited a Reuters post, that sites a local Argentina paper stating, "Telecom Argentina will bend to government pressure to withhold 2011 dividend payments".

    I apologize to the author since it appears he was using "FORWARD" dividend yield. You are correct RHWalker. Fair enough but I have serious doubts about the company paying out so much if anything at all.

    Question is do you believe Reuters post and/or Argentina paper? Very possible someone made a false report to Reuters for financial gain, haven't seen this information about the dividend being canceled anywhere else.

    If the company does go ahead and pays a dividend, and especially if they do pay $2.12 per share, then yes TEO would be a great investment, and as the author suggess at least as a dividend capture. TEO should move a lot, up or down, after the April stock holder meeting and dividend payment becomes clear. There is also a very real risk of Argentina Gov. interference even if shareholders approve dividend.

    Look into what is happening to YPF....losing mining rights....

    Thursday 10:36 AM After saying just last week it had no interest in nationalizing YPF (YPF +0.7%), the Argentine government reportedly is seeking to control a 33% chunk of the company, thus becoming its largest minority shareholder.

    Mar 30, 2012. 01:59 PM | 1 Like Like |Link to Comment
  • Telecom Argentina: Buying The 11.9% Dividend  [View article]

    Sorry I didn't make the pasted text pretty for you. If you had something to say regarding facts or useful information please say it. Otherwise please rant at your local playground.

    I posted for the adults on this site whom might want to know that the dividend yield is closer to 6% vs. the authors reported 12%. I find this article misleading and want to prevent anyone from investing on misinformation.
    Mar 30, 2012. 01:04 PM | Likes Like |Link to Comment
  • Telecom Argentina: Buying The 11.9% Dividend  [View article]
    PLEASE hit "Like" if you like this long post.

    I REALLY think the author should correct the dividend yield for TEO. It is about 6.4% based on last years dividend payout divided by current stock price. Also, and definitely worse, investors should be aware TEO gives a highly erratic dividend, with MOST years no dividend and this year LIKELY NO DIVIDEND!

    From Fidelity....

    Dividend history......TEO:
    Ex-Dividend Date
    Dividend Amount

    (NO PAYMENT FROM Dec. 2011???)

    Apr 14, 2011
    Dec 15, 2010
    Apr 30, 2010

    (NO PAYMENT FROM 2001-2009?????? Yikes!)

    Apr 30, 2001
    Jan 19, 2001
    Feb 18, 2000
    Dec 16, 1999
    Feb 25, 1999
    Dec 17, 1998
    Feb 25, 1998
    Dec 23, 1997
    Mar 21, 1997
    Dec 18, 1996
    Dec 22, 1995
    Dec 19, 1994

    From morningstar about the company's dividend, from last conference call ("maybe or maybe not" seems to be the company's policy).

    Adrian Calaza - CFO: As far as the dividends decision of the company, it’s premature we are two months away from shareholder meeting that usually takes place at the very back end of the month of April. So we'll let the market obviously know what proposal will be, but we aren't ready yet and the thing has not been dealt by the Board yet.

    FROM dividend, see below

    STXNEWS LATAM-Telecom Argentina reportedly won't pay dividend

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    • Telecommuncations Services »
    Fri Mar 23, 2012 10:13am EDT
    Telecom Argentina will bend to government pressure to withhold 2011 dividend payments, Argentine newspaper Pagina 12 reported. The company had originally intended to distribute as dividends 70 percent of last year's net profits, which totaled 2.42 billion pesos (about $563 million). The proposal to halt the payment, which would have to be ratified by shareholders at an April 27 meeting, would affect Telecom Italia, which holds a 22.7 percent indirect stake in Telecom Argentina. Argentina's center-left government is urging companies to reinvest dividends to boost investment and stem capital flight. Reuters Messaging: hilary.burke.thomsonre...

    In conclusion make sure you look at dividend history and I would recommend DCM (especially cheap right now) and VOD. Disclosure: I own lots of DCM and VOD (but note these have very good, stable, and supported dividends through earnings, and high dividend growth).
    Mar 30, 2012. 08:57 AM | 1 Like Like |Link to Comment
  • The latest iRumor comes from iMore, which claims the next iPhone (AAPL) will sport the same display size (3.5") as its predecessors, though it will have a 4G LTE modem and smaller dock connector. It's also claimed the device won't arrive until October, in spite of speculation about a summer launch. A recent rumor that the next iPhone will have a 4.6" display was met with skepticism, though reports of a 4" display have been given more credence.   [View news story]
    How about a iphone enclosed in gorilla glass?? See link....very speculative but I think that would truly be amazing to see an iphone like that (waterproof???).

    Disclosure: I own GLW, AAPL ( not sure how much weight to put into this article, if this is true or not)
    Mar 23, 2012. 05:32 PM | Likes Like |Link to Comment
  • There will be 67M 4G LTE phones shipped in 2012, forecasts Strategy Analytics, up over 10x from 2011. The higher cost of 4G radio and baseband chips benefits the likes of QCOM, SWKS, RFMD, TQNT, and AVGO. It could also benefit 4G baseband vendor SQNS, if it can add some needed customers. Verizon has said it will only introduce LTE smartphones from now on, and the next iPhone is widely expected to support LTE.   [View news story]
    hmmm what about CAVM?
    Mar 23, 2012. 02:26 PM | Likes Like |Link to Comment
  • 7 European Dividend-Payers Lagging The Rally  [View article]
    Currently own AZN and adding to position. Its too cheap with good relatively safe dividend (no dividend is absolute for sure). AZN does have little in the pipeline but I think it is so cheap it doesn't matter. They are one of the best pharm. companys in the world.
    Mar 15, 2012. 08:27 AM | 1 Like Like |Link to Comment
  • Freeport-McMoRan: A Potential Buy For 2012  [View article]

    Yes agree SCCO has political risk in Peru but think it has lessened recently. I think however since Indonesia has so boldly taken a huge portion of FCX's assets Peru might follow suit. Still though think SCCO has less political risk.
    Mar 11, 2012. 10:13 AM | Likes Like |Link to Comment
  • A Closer Look At The February Employment Report  [View article]
    My understanding is that Shadowstats calculates unemployment just like our government used too....they changed how they calculate to make things appear better than they are. So bbro PLEASE explain why you think Shadowstats is not credible vs. our governments revised calculations?
    Mar 11, 2012. 09:16 AM | 4 Likes Like |Link to Comment