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m@ximus

m@ximus
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  • Shell CEO confident in Petrobras, Brazil despite scandal [View news story]
    corruption-financed parties hosted by PBR guys...really? not true!
    Apr 23, 2015. 07:29 PM | Likes Like |Link to Comment
  • Fighting The ECB - It's Time To Buy The Euro [View article]
    Your name says it all.
    Apr 21, 2015. 08:56 AM | Likes Like |Link to Comment
  • Fighting The ECB - It's Time To Buy The Euro [View article]
    Agreed that VGK would be a great vehicle in about 18-24 months. For now, HEDJ seems to be justified.
    Apr 20, 2015. 07:56 AM | Likes Like |Link to Comment
  • HEDJ: The Inevitable Capitulation Of The Euro Hedge [View article]
    QE and Euro depreciation is already boosting EU exports without a doubt. HEDJ will remain an interesting ETF at least until QE ending gets into ECB's sight (Dollar depreciation difficult to discuss during 2015-16). Even if Euro depreciation stagnates around current levels (assuming there is no Greece, Russia, Yemen, Turkey, Italy, Spain), HEDJ as ETF will have an unknown upside that may well exceed 10% into 2016. Do not forget European equities still need to catch up on its lost value due to the european crisis and only then, we can also add increased revenue/sales from exports to the picture. Nice article to start the discussion.
    Apr 18, 2015. 04:19 PM | Likes Like |Link to Comment
  • Argentina's Stock Market Is Highly Overvalued [View article]
    Latin American Investor does not trust politics when it comes to remain invested in stocks (ADRs) for the long. Election periods usually show high volatility and even partial sell off, but in this particular case, with CFK leaving the government shamefully (record expenditures, negative GDP prospect, record inflation, and corruption as way of government's daily operations), ANYONE not coming from CFK's side will certainly help on building positive expectations on macro/micro prospects and may help ADRs on the upside even more..
    Apr 12, 2015. 02:03 PM | Likes Like |Link to Comment
  • Argentina's Stock Market Is Highly Overvalued [View article]
    Nicely done.
    What's your view on MERVAL's current level? From January to March there has been and incredible run up on key (ADR) stocks (BFR, YPF) and the general view is that a new economic policy is "half" priced in at this point. Correction may be coming anytime, but the question may be "when". After or before elections?
    Apr 10, 2015. 01:44 PM | Likes Like |Link to Comment
  • YPF Getting Close To Buy Price [View instapost]
    Have you bought YPF recently on deep pullbacks?
    Apr 7, 2015. 11:38 AM | Likes Like |Link to Comment
  • General Electric: Fair Value Of $38+ And Dividend Yield Approaching 4% Make An Investment In GE A No-Brainer [View article]
    confirmed. Immelt is an I....
    Mar 30, 2015. 01:53 PM | Likes Like |Link to Comment
  • Bank Of America - Recent Sell-Off Creates Ideal Entry Point For Long-Term Investors [View article]
    haha ,a good one WD40k.
    Mar 27, 2015. 05:20 PM | Likes Like |Link to Comment
  • The Future Of YPF Uncertain Despite Crude Being Government-Supported In Argentina [View article]
    October 2015. usually assets will have a shake stance prior to elections (even YPF may go downside), but I have heard politicians, economists and overall local investors are putting positions on YPF and financial institutions.
    Mar 23, 2015. 08:15 PM | Likes Like |Link to Comment
  • Rousseff declares war on corruption [View news story]
    PBR still has legs only on the downside and high bouncing potential. Risk/return not compelling and still wait and see mode is the smartest way.
    Mar 19, 2015. 09:41 AM | Likes Like |Link to Comment
  • The Future Of YPF Uncertain Despite Crude Being Government-Supported In Argentina [View article]
    -From a strict speculative point of view, change in government will bring down country risk and any type of "good news" in oil prices suggesting equilibrium will give an upside to the stock. We are talking about a 40% upside potential soon after elections. Wait and see.
    Mar 18, 2015. 12:48 PM | Likes Like |Link to Comment
  • Apple: The New Battle For Smartphone Profit [View article]
    Samsung created a new phone. Apple has developed a synergic ecosystem integrating, among other devices, the iPhone. This new Samsung phone will definitely help to make a fine tuning on Apple's future line up.
    Mar 6, 2015. 11:09 AM | 6 Likes Like |Link to Comment
  • Petrobras scandal set to snare Brazil politicians [View news story]
    risk is to have PBR converted to public company while we are invested.
    Mar 4, 2015. 01:15 PM | Likes Like |Link to Comment
  • Can U.S. Equity Still Deliver If The Fed Hikes? [View article]
    2015 volatility and poor upside on a wide range of US stocks may bring opportunities to the average investor. Let's wait for Yellen to increase rates..
    Feb 28, 2015. 05:25 PM | Likes Like |Link to Comment
COMMENTS STATS
68 Comments
44 Likes