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julenzi

julenzi
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  • Dividend Champions For October 2013 [View article]
    Thanks David! Great job!
    Oct 2 09:58 AM | 2 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
  • 10 Low-Priced Dividend Yielders Not for the Faint of Heart [View article]
    Hi Investment Underground! Just to mention that BFR is an Argentinean bank (I live in Argentina and I am a customer of the bank!). Banking is running ok here. Inflation is high but banks are lending at 30%/40% and taking money at 10%. In general, banks are positioned in Argentina's government debt, which got a boost compared to last year or the year before.

    BFR is BBVA Argentina. STD and BBVA are good and strong banks, well positioned in South America, so I find them a good way to get exposure to Emerging Markets.
    I agree with your comment on STD

    Long STD and FRAN.BA (=BFR)
    May 11 12:10 PM | 2 Likes Like |Link to Comment
  • 10 Foreign, Dividend-Paying Bank Stocks Worth Considering [View article]
    I live in Argentina, I agree that it's an Argentinian bank and that the dividend is erratic, but I don't agree that you're playing with fire investing here. Argentina is a country full of opportunities and I think our banking sector is one of them in this election year as government will try to fuel consumption. I'd not consider BFR as a dividend stock as well, but sorry, I don't agree on your saying that you are playing with fire..., I invest and do businesses every day in Argentina.
    Apr 10 08:07 PM | 2 Likes Like |Link to Comment
  • The Challenges of Selecting High Yield Latin American Dividend Stocks, Part 3 [View article]
    Russellb73, 2011 is an election year, the polls are saying that the government will win the elections but there are no competitors yet. Inflation is a real thing, imagine that government numbers say it's around 11%... Privates say it's more..., well, salaries for union workers will raise around 25% this year, imagine why...

    I think inflation will keep it's pace as the government will keep doing th same thing this year, fueling consumption, more subsidies for gas, electricity and transportation...

    I liked Jim's picks from what I said... Therebare opportunities... Banking for example (BFR), they are lending at 30 / 40 % and raising funda at 10%, big holders of goverment bonds that are rising, YPF is a good energy choice, is the biggest here...

    If you need something more, just let me know, and sorry for my English!
    Apr 9 07:48 PM | 2 Likes Like |Link to Comment
  • Generate A Retirement Paycheck With These Dividend Paying Stocks [View article]
    Excellent article! Long on some of your stock choices!
    May 27 08:38 AM | 1 Like Like |Link to Comment
  • Cresud Is Confounding, But Trading Much Too Far Below Fair Value [View article]
    Argentina's Central Bank is running out of Dollars, so I find it's going to be difficult to them to pay dividends abroad.
    Jul 12 06:39 AM | 1 Like Like |Link to Comment
  • Argentina Is Replaying Another Inflationary Collapse [View article]
    Argentina is a great country, have you ever been here? The problem is our politicians, left, right, center, whatever...
    Mar 8 05:25 AM | 1 Like Like |Link to Comment
  • Argentina Is Replaying Another Inflationary Collapse [View article]
    Hi Nicholas, very well written article, I live in Argentina and I couldn't have done it better.

    I agree with you on shorting ARGT but from another point of view..., when MERVAL went up since last November, I couldn't find a reason why, the only changed was the black market dollar going higher..., everything else was more or less the same as you explain in your article, the very same reasons why MERVAL went down March 2012...

    Regarding Real Estate, if you live in Argentina is one of the few investments you can do to keep the value of your pesos... From a dollar point of view I find the dollar per sqr meter a little bit overvalued.

    I enjoyed your article as I enjoyed reading your ABV articles as well!
    Feb 15 02:52 PM | 1 Like Like |Link to Comment
  • Why The Argentine ETF Remains Steady, Despite The YPF Plunge [View article]
    Malvinas is not the same...
    Apr 20 06:15 PM | 1 Like Like |Link to Comment
  • Dividend Champions Smackdown XXV [View article]
    David,

    I really like your articles, they are very useful as a starting point for research.

    I am long some of the companies in your list.
    Apr 4 10:19 AM | 1 Like Like |Link to Comment
  • Sizing Up The Financial Sector's January Dogs [View article]
    Fredrik, after Argentina's Centras Bank capital restriction to banks, I think BFR dividend will be cut or reduced
    Jan 31 11:18 AM | 1 Like Like |Link to Comment
  • 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
  • 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
  • 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
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