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m@ximus

m@ximus
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  • Starbucks: An Attractive Risk-Return Ratio [View article]
    nice and neat article.
    Dec 19, 2014. 10:35 AM | Likes Like |Link to Comment
  • YPF: Why 2015 Will Be Bullish Despite The Drop In Crude Oil Prices [View article]
    An issue I do not see mentioned here is that prices remain unchanged for consumers because YPF is financing its activities with this "free loan" originated at the pump. Government prefers to help YPF by allowing "consumer abuse" rather than providing resources through credit lines.
    Dec 16, 2014. 03:17 PM | 1 Like Like |Link to Comment
  • Petrobras: Buy This 'Black Friday' Oil Stock Bargain While It's Still On Sale [View article]
    $5 will be then, assets still worth assuming a rebound after any OPEC non-official meeting from now until May 2015 (official OPEC meeting).
    Dec 16, 2014. 10:47 AM | Likes Like |Link to Comment
  • Time To Eat Your Apple Pie [View article]
    Dear Mr Blair, why dont you defend yourself from serious arguments here in SA? That goes against your credibility.
    Dec 16, 2014. 07:07 AM | 1 Like Like |Link to Comment
  • The Feds May Sell Oil From The Strategic Petroleum Reserve [View article]
    US gains global leverage in front of OPEC by keeping relevant oil reserves.
    Dec 12, 2014. 09:48 AM | 1 Like Like |Link to Comment
  • Topeka Capital Markets takes a breather on Disney [View news story]
    Topeka, the Force is not with you...
    Dec 10, 2014. 12:32 PM | 3 Likes Like |Link to Comment
  • Petrobras: Buy This 'Black Friday' Oil Stock Bargain While It's Still On Sale [View article]
    macro picture not helping PBR nor Petrobras situation on several internal/operational fronts, BUT no rush for PBR to clear the air while oil prices remain volatile...no global consensus on bottom yet, but PBR at $5 -a huge buy opp- may be possible.
    Dec 9, 2014. 10:50 AM | Likes Like |Link to Comment
  • Petrobras: Buy This 'Black Friday' Oil Stock Bargain While It's Still On Sale [View article]
    As BAC (18/11/14) puts it: Earnings/ON dividends could be hurt by "potential write-offs". Also Timing for publishing audited statements remains uncertain.
    At $9, it is an UNIQUE opportunity, but a risky one given corruption, government potential intervention. (1 yr target, at least, $12). Also an opport that assumes: Audits will go well 2014/15, corruption will return to normal levels, oil prices will head north, Brazil government will support free markets... what's the probability?
    Dec 3, 2014. 08:56 AM | Likes Like |Link to Comment
  • iPhone Surging, iPad Collapsing - Apple May Be Near Its Peak [View article]
    128 comments may help the author to reconsider a new writing style or, perhaps, another hobby.
    Nov 19, 2014. 09:04 AM | 1 Like Like |Link to Comment
  • Apple Approaches Price Target Too Quickly [View article]
    1 yr target a @ 120 ? clearly not an accurate 1 yr target estimate, evne BAC has a $125 1 yr target. Those waiting a pullback may have to wait.
    Nov 18, 2014. 01:23 PM | Likes Like |Link to Comment
  • iPhone Surging, iPad Collapsing - Apple May Be Near Its Peak [View article]
    Assuming that all that goes up usually goes down at the same rate and magnitude is a wrong assumption, at least for Apple. Apple is having the best time ever and even Samsung is in silence. Xiaomi has way to go.
    I have heard the same pullback expectation when it was 95, 102, 106, 109, and now, 114.
    Nov 18, 2014. 10:56 AM | 1 Like Like |Link to Comment
  • Apple Q4 2014 Preview: Expect Solid iPhone Shipment; Focus Should Be On The Long Term [View article]
    no mention on a key issue here that has affected apple several times: Supply chain.
    Oct 20, 2014. 09:57 AM | 1 Like Like |Link to Comment
  • Retirement Strategy: Apple Is Not A Dividend Aristocrat, But Is Worth Adding On This Dip [View article]
    Do not see an R&D company like AAPL focusing resources to huge dividends to become a "div champion". Now we smile but remember when, among other issues, Samsung knocked out Apple with it's strategy several months ago. from 702 to 380 or so... Innovation, refreshes and new categ are a must in this industry. how to see Apple delivering in 2015..
    Oct 17, 2014. 02:07 PM | Likes Like |Link to Comment
  • Ebola Creates Buying Opportunity In Disney [View article]
    Rationally sound.
    Oct 16, 2014. 01:56 PM | Likes Like |Link to Comment
  • Wall Street Breakfast: Argentina To Default, BSkyB Acquisition, Glaxo Investigation [View article]
    A better picture for Argentina so anyone understands this game: No need for FMI policy, no credible local statistics, corruption in every corner, low puchase power for 95% of population, elephantastics pulbic sector with 1000s of improductive staff, public expenditure to the roof (low income people receive economic incentives to have larger families and no incentives to study or be in the labor market), dolar is demanded only by a fraction of it's population, mostly rich and high wealth local families. we can keep going, but the point is nobody cares if Argentina defaults once again, and again. Argentina is already dafaulted, so stock market and sovereign debt is already priced in. Dollar will show changes on expectations, but surely, someone will figure out that if you kill the Chicken, no future eggs. Probably NML's Singer ...
    Jul 25, 2014. 12:21 PM | Likes Like |Link to Comment
COMMENTS STATS
51 Comments
34 Likes