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julenzi

julenzi
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  • 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
  • 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
  • Buying Brazil (Part VI): Assessing Country Risk [View article]
    Hi Nicholas,

    Great series of articles! I agree with you about Brazil's economy, I live in Argentina and follow it a lot.

    I am long EWZ and APBR.BA (=PBR) but I couldn't find an entry point in ABV... I wrote a comment about ABV in another of your articles, it's a great company, with presence not only in Brazil but also in Argentina, Uruguay, Paraguay, Bolivia and Chile.

    To part IV I would have added UL, PG or KO... You can find products of these companies in any supermarket in Brazil (and Argentina too!)

    I don't agree with diana_tr with her comment about competitive inefficiencies. It used to be that way in the past, that's was one of the reasons for 1998 devaluation of the Real. I can talk about it from first hand, Brazil's currency is in a very strong position to Argentina's peso, and the Current Balance is in favoir to Brazil..., and I think that it's going to get worser for us as Brazil is working a lot to improve their efficiency. I f Dilma does what she has to do, I'd invest in companies related to infrastructure and utilities.
    May 18 05:53 PM | 1 Like Like |Link to Comment
  • A Look at Oil Stock Dividends [View article]
    Good dividend and good company, but remember that oil and gas are regulated in Argentina. I own YPFD.BA (=YPF) but didn't include it in my last comment for that reason.
    May 16 10:21 AM | 1 Like Like |Link to Comment
  • A Look at Oil Stock Dividends [View article]
    I agree with gcmagone, both with good dividends and with p/e rounding 10 and 9.2.

    Long RDS and bought more shares recently.
    May 13 11:19 AM | 1 Like Like |Link to Comment
  • The Challenges of Selecting High Yield Latin American Dividend Stocks, Part 3 [View article]
    Owyhee, I wish I could answer that question... I love Argentina and I agree with you about everything you said about my country. I think the problem is that we don't have a goal or objective as a country, I mean if the opposition wins the election, they will say that everything's wrong and they will change as much as they can. Brazil is quite the opposite when Lula won the election (remember that he came from a left party) he kept the same economic policies as Fernando Henrique Cardoso, obviously with his "personal touch". Look where's Brazil now. Look at Chile, the same thing.
    Governments have good and bad policies, but you have to construct using the good ones as base, then change the others or make them better... We care always starting from scratch and always using things as subsidies as a tool to win votes, not measuring the real impact.
    I think with the right answer to your question I'd be president...
    Apr 10 07:48 PM | 1 Like Like |Link to Comment
  • The Challenges of Selecting High Yield Latin American Dividend Stocks, Part 3 [View article]
    Jim, great article! I live in Argentina and I couldn't have done it better!
    Apr 8 03:57 PM | 1 Like Like |Link to Comment
  • 9 High-Yield Telecom Stocks With Safe Dividends [View article]
    I recently bought TEF, nice dividend yield and good exposure to South American markets (just to mention Telefónica de Argentina and Telecomunicacoes de Sao Paulo, Brasil)
    Mar 27 01:25 PM | 1 Like Like |Link to Comment
  • Argentina's Default: Should You Buy YPF? [View article]
    Hi Adrian! I agree with you on the opportunities, but you'll need guts to invest and stomach to keep it...
    Aug 21 08:12 AM | Likes Like |Link to Comment
  • 10 European Consumer Goods Stocks To Consider [View article]
    Hi David, I looked into Yahoo Finance and CCH payed only once a dividend since 2006...$0,44 last June, that's 1,5% not 6,06%! Where did you get your data?
    Sep 23 10:59 AM | Likes Like |Link to Comment
  • Dividend Investors Should Ignore Price Fluctuations [View article]
    Chowder,

    I sold last week BMY, it's not a dividend growth stock, but when I bought it yielded 5,1% (3 and a half years ago) and P/E at that time was less than 10, just for the record, it kept paying the same dividend year after year. I decided to sell after it reached P/E of 52 and div yield of 3,1% and replaced it with HP (more than 25 years raising its dividend) with P/E 11 and div yield 3,1% and NVS (more than 15 years raising its dividend), P/E around 20/21 (a little bit high for my stomach...) and div yield around 3,1%.

    I agree, I don't mind on price movements but if I find that it went too high compared to competitors or the market on a P/E basis and can buy a good company for the same yield, I'm going to do it...

    Sorry for my English...
    Jul 19 12:57 PM | Likes Like |Link to Comment
  • Dividend Investors Should Ignore Price Fluctuations [View article]
    DGI I agree on focusing on fundamentals and not on price movements. But in 1999 wouldn't have been a good idea to sell PG (yielded 1,2%) and buy another Dividend Aristocrat yielding more? I don't have the data, but I'm sure that in 1999 PG's P/E should have gone to high levels as well.
    In my opinion, in that particular case, I would have sell PG, and I would have bought another Dividend Aristocrat with good business performance, lower P/E and higher dividend yield.
    Jul 18 05:07 PM | Likes Like |Link to Comment
  • Cresud Is Confounding, But Trading Much Too Far Below Fair Value [View article]
    And 80% is in USD..., devaluation risk...
    Jul 12 06:49 AM | Likes Like |Link to Comment
  • The Boston Beer Company Is A Faith-Driven Pick [View article]
    I like the beer and the company but I find the stock overvalued at current P/E .
    Jun 25 05:55 PM | Likes Like |Link to Comment
  • Argentina Is Replaying Another Inflationary Collapse [View article]
    Seasonal? Better prices? You're right and I agree with you... Tell the government... Taxes, regulations... When there's poverty it´s difficult to export what you eat... That's the reason, and that's why we export lots of soy, we don't eat it...
    Mar 20 11:15 PM | Likes Like |Link to Comment
COMMENTS STATS
63 Comments
28 Likes