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  • Apple Will Soar After Solving This One Problem [View article]
    If Ipad or Ipad Pro objective is to serve as a flexible productivity tool, it must have the option to put it to work under Windows and Mac. This creates a new category without much efforts..
    Nov 24, 2015. 09:22 AM | 1 Like Like |Link to Comment
  • Argentine court orders YPF to reveal details of Chevron deal [View news story]
    If you do not have local insights, DO NOT invest in Argentina, you will end against the wall. Any research report must be complemented with local Arg market insights.
    Nov 24, 2015. 08:57 AM | Likes Like |Link to Comment
  • Vaca Muerta output to double by 2018, Wood Mackenzie says [View news story]
    keyword: joint Venture. Better call Tom Cruise because that will be an impossible Mission starting 2016 in a country where crisis and corruption will remain in effect.
    current valuation on potential projects on Vaca Muerta: zero.
    Nov 20, 2015. 10:59 AM | 6 Likes Like |Link to Comment
  • Is YPF Sociedad Anonima Still Overvalued At $16 Or $17? [View article]
    YPF will show it's true colors after Nov 22nd no matter who wins in Arg.
    Nov 19, 2015. 10:54 AM | Likes Like |Link to Comment
  • Futures again point upward [View news story]
    ex-banks and energy plays, the upcoming rate hike may bring volatility as well as repricing on US stocks, sidelines still an option for US investors in the context of decelerating growth. IMHO.
    Nov 19, 2015. 09:12 AM | Likes Like |Link to Comment
  • Nike - Reiterate Outperform With A Target Price Of $141 [View article]
    What is your view on CAPEX ? will it grow consistently with the period 2013/14? how is Nike planning to acquire manufacturing efficiency while controlling costs mid term?
    Nov 9, 2015. 08:14 AM | Likes Like |Link to Comment
  • Alibaba's 300 Million-Plus Buyers: Can Growth Continue? [View article]
    should be updated on Merger announcement and synergies.
    Nov 6, 2015. 07:35 AM | Likes Like |Link to Comment
  • As Disney Reports, Street Anxious For Word On Crimp From Cord-Cutting [View article]
    ESPN: 25% of Sales and 45% of it's operating profits. May be market is NOT over analyzing ESPN impact..
    Nov 5, 2015. 01:34 PM | 1 Like Like |Link to Comment
  • Alaska considers curtailing oil tax perk that has helped Conoco, Exxon, BP [View news story]
    Alaska: Subsidies as incentives for exploration and production improvement will always be welcomed by COP, but, in the context of decreasing CAPEX within the Energy Industry, it may affect more deeply to Alaska's budget than COP financial performance. It will definitely give more negotiation power to COP on future concessions. IMHO
    Nov 2, 2015. 12:09 PM | Likes Like |Link to Comment
  • Argentina At A Crossroads [View article]
    3 million voters will define election on 11/22, from which 1/3 may be already lost for Mr. Macri, but the bet for a new government is on the 2/3 of voters.

    ANYONE winning will face the worst scenario: Social instability, a wide range of inflationary factors, organised crime (drugs cartels producing and distributing), unemployment with increasing subemployment, pending tax reform + legal reform, social security cashflow issues.

    Knowing that, between november and december Arg may suffer huge volatility and downside risks on it's Merval. Sidelines recommended and a surprise may be in the oven for Mr. Scioli and his allies. IMHO.
    Nov 2, 2015. 09:22 AM | Likes Like |Link to Comment
  • Disney Shouldn't Cooperate With Netflix, It Should Acquire It [View article]
    Conspiration theory is a waste of time.
    Disney can put in place a DISFLIX in no time, and again, content is king and infrastructure is already there on the consumer side. NFLX way overvalued on any metric, just a short term speculative trade. IMHO.
    Oct 23, 2015. 07:57 AM | 1 Like Like |Link to Comment
  • Disney Shouldn't Cooperate With Netflix, It Should Acquire It [View article]
    Disney is King in content and therefore must exploit it through alliances, not via acquisitions, b/c that's cost efficient and allow adaptability, selectivity if consumer trends change, and they will.
    Oct 22, 2015. 10:10 AM | 1 Like Like |Link to Comment
  • Is YPF Sociedad Anonima Still Overvalued At $16 Or $17? [View article]
    Have you answered your article's question ? would be interesting what's your view just a week from elections...
    Oct 21, 2015. 12:50 PM | Likes Like |Link to Comment
  • Harley Davidson: Is The Value Worth The Risk? [View article]
    Seems $HOG will continue downside tomorrow (now -14%), Exchange Restrictions in play.
    Oct 20, 2015. 02:02 PM | 1 Like Like |Link to Comment
  • United Continental: What To Look For In The Q3 2015 Report [View article]
    must be updated to reflect latest developments.
    Oct 19, 2015. 08:17 AM | 1 Like Like |Link to Comment