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julenzi

julenzi
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  • YPF Should See Good Growth On Near 1 Billion BOE Discovery [View article]
    David,

    I live in Argentina and I really don't know what to think... I don't believe they will reach the point of nationalizing the company, but I expect the dividend to be cut or reduce in the short term, so not to let US dollars out of Argentina. Investments in exploration has been reduced a lot since 2001 and I think that's another government objective with this rumor...

    Last week our Central Bank raised the capital required to banks after dividends to almost 20% to those banks willing to pay them, it is said that banks will be able to pay dividends again in 2014. That's why I think YPF dividend will be cut.

    Chavez? I don't think so but it's not Dilma or Lula either...
    Jan 31 11:13 AM | 1 Like Like |Link to Comment
  • Buy Argentina As It Prospers Under Kirchner [View article]
    Hi Farwest!

    I live in Argentina and I don't like when my government change the rules of the game, it should have been something negotiated with the miners or oil and gas producers before the announcement... But, why not repatriate revenues to the country? Why not get that money generated from resources in our soil come to Argentina and work for our economy? Government didn´t say a word about not letting earnings or payments to suppliers be done!

    I don´t know how they do it in Canada, Australia or New Zealand, but I can bet that they do exactly the same. Brazil, for sure, mandate exporters to repatriate revenues...
    Oct 28 08:46 AM | Likes Like |Link to Comment
  • YPF: A Volatile But High Dividend Stock That's Worth Considering [View article]
    Government's using Central Bank to pay debt nominated in US dollars, I don't see a default risk. Devaluation is the biggest risk, Argentina is less competitive with a weaker Brazilian Real and lower soy prices which is our source of dollars.
    Sep 28 08:33 AM | Likes Like |Link to Comment
  • YPF: A Volatile But High Dividend Stock That's Worth Considering [View article]
    Excellent article! I live in Argentina and I owe some stock here.

    As you mentioned, the downside is on the currency side. I think that sooner or later Argentina will have to devalue faster than now as commercial dollars are shrinking and Brazilian Real is going down (Brazil is Argentina's biggest export industrial market).

    Due to a lack of investments in exploration, I think that sooner or later we'll be importing oil, so the problem is even bigger taking devaluation into account.

    As you mentioned, we've got an inflation problem... Imagine fuel prices going up..., it'll fuel inflation as well, so I think Government won't let oil companies rise their prices as much as they need...

    Let's hope the horizon is not as cloudy as I think it'll be...

    Again, I'm long YPF, it's the biggest company in Argentina, very well run, good dividends.

    Goldenretiree: Repsol and Eskenazi family run the company, not the Government...
    Sep 26 04:04 PM | Likes Like |Link to Comment
  • 9 Safe Dividend Stocks To Outperform The Shaky Market [View article]
    Hi Brian!

    Nice article, some of the metrics you mentioned I use to evaluate stocks myself. I'm long KO, BMY and MCD. I'd add to your list INTC (I´m long too!)

    But I agree with Byte that there no (or I couldn't find) correlation between P/E and P/B. Just two examples (according to Yahoo! Finance):

    ATI: P/E 33.13 P/B 1.78
    MO: P/E 16.08 P/B 11.7
    Sep 14 10:17 AM | Likes Like |Link to Comment
  • Foreign Bank Stocks: Drowning in a Sea of Red [View article]
    I live in Argentina, I don't understand the reason for the sell off in baks such as BFR, BMA, Brazilian or Chilean banks... Fly to quality?
    Aug 11 11:18 AM | Likes Like |Link to Comment
  • Dividend Stock Analysis: Medtronic [View article]
    Hi DGI! Very good article, I agree with you!

    Long MDT
    Aug 5 08:25 AM | 2 Likes Like |Link to Comment
  • Ambev: Buy It Like Buffett, Part 2 [View article]
    I agree with you... But I don't think this tax will be enough...

    I´m still waiting for an entry point in ABV... I still find it overpriced.
    Jul 28 08:22 AM | Likes Like |Link to Comment
  • Ambev: Buy It Like Buffett, Part 2 [View article]
    It is said that Brazilian Reak is overpriced. As it hurts Brazil's exports, I think that the Goverment sooner or later will devaluate... That will hurt the dividend in dollar terms.
    Jul 23 09:54 AM | 1 Like Like |Link to Comment
  • Buying Brazil (Part VI): Assessing Country Risk [View article]
    I agree that ABV is still expensive right now, that's why I wrote that I couldn't find an entry point...
    Jul 11 06:56 AM | Likes Like |Link to Comment
  • Ambev: Good Income and Growth Potential in Brazilian Beer Market [View article]
    Nice article! It's a great company, I live in Argentina and I see how well they market their products (their subsidiary here is Cervecería Quilmes), they launched at least new beers in the last two years!
    I see two problems. First, I find it a little overvalued, p/ around 19.6... The other problem I see is that I find Real expensive in USD terms, I think that sooner or later Brazilian government will try to lower it as it hurts Brazilian exports. That will lower the divided in USD terms.



    Jun 24 01:43 PM | 1 Like Like |Link to Comment
  • The Challenges of Selecting High Yield Latin American Dividend Stocks, Part 3 [View article]
    Hi airlarr! To be honest, I don't know. I live and invest in Argentina, so we don't have the same taxes... I can talk about the companies and our taxes... Sorry...
    Jun 8 08:38 AM | Likes Like |Link to Comment
  • Comparing 22 Buffett and Lynch Type Stocks With Dividend ETFs [View article]
    I was going to ask the same question, RIMM doesn't sound as a Buffett company, MSFT either (and Gates plays bridge with Buffet!).
    Jun 6 02:20 PM | 1 Like Like |Link to Comment
  • Some Argentina-Based Stocks That Look Attractive [View article]
    % ANSES' ownership of each company
    Jun 3 08:10 AM | Likes Like |Link to Comment
  • 10 Big Oil Dividends to Watch [View article]
    Don't worry YPF is a subsidiary of Repsol YPF. Repsol is divesting their position.
    May 26 08:09 AM | Likes Like |Link to Comment
COMMENTS STATS
63 Comments
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