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  • I Bought A Fitbit, Buy Fitbit?  [View article]
    On Sunday, any fitbit will be only a watch.
    Feb 5, 2016. 12:05 PM | Likes Like |Link to Comment
  • KBW: Rare buying opportunity in Wells Fargo  [View news story]
    Rare buying opportunity in a rare situation... buckle up.
    Jan 13, 2016. 03:22 PM | Likes Like |Link to Comment
  • Starbucks sets aggressive expansion goal in China  [View news story]
    not a good time for "aggressive" plan in China...
    Jan 13, 2016. 03:20 PM | Likes Like |Link to Comment
  • Occidental Petroleum - Don't Play With This Risky Name  [View article]
    COP and OXY top picks for 2016, but when can we jump to them? who knows
    Jan 7, 2016. 12:15 PM | 2 Likes Like |Link to Comment
  • Is YPF Sociedad Anonima Still Overvalued At $16 Or $17?  [View article]
    weather not helping gas as commodity (Europe, US, Other key users lowering consumption), Gas not the saviour of Arg's YPF nor future oil prices. Subs cut is coming and Brazil's PBR not helping. Perfect Storm for the Southern Cone oil producers.
    Dec 22, 2015. 09:23 AM | Likes Like |Link to Comment
  • Apple: Tim Cook For President  [View article]
    Tax code reform better come soon to create a new era of incentives to have Global companies within US soil producing and paying taxes. Businesses are businesses, not patriots groups.
    Dec 21, 2015. 11:40 AM | 1 Like Like |Link to Comment
  • Visa to sell $16B in bonds  [View news story]
    great timing from Visa on V Europe and in the context of payment technologies. Great play.
    Dec 14, 2015. 09:54 AM | 1 Like Like |Link to Comment
  • Citigroup (C) Management Presents at Goldman Sachs US Financial Services Brokers Conference (Transcript)  [View article]
    Do you think it has not been priced already? currently @ 51.24
    Dec 11, 2015. 02:12 PM | 1 Like Like |Link to Comment
  • Is YPF Sociedad Anonima Still Overvalued At $16 Or $17?  [View article]
    Pablo, can you comment on your views on YPF given that it may have a second cut on gov subsidies to put it in line with intl oil prices?? now at 16 seems to many analysts is even more overvalued. what is your view? thanks
    Dec 9, 2015. 09:15 AM | Likes Like |Link to Comment
  • Thoughts On Investing In Starbucks  [View article]
    one of the doubts is upcoming volatility on the H date (hike date), which could put you in a tough spot depending on SBUX price range you paid in position/s..
    Dec 3, 2015. 02:33 PM | 2 Likes Like |Link to Comment
  • Vaca Muerta output to double by 2018, Wood Mackenzie says  [View news story]
    As anticipated, problems and more problems for YPF:No dollars available in Argentina, which means YPF cannot complete acquisitions of Petroken and PetroquĂ­mica Cuyo...
    Dec 2, 2015. 01:34 PM | Likes Like |Link to Comment
  • 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
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