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m@ximus

m@ximus
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  • Argentina, Undervalued With Strong Macro Catalyst Ahead [View article]
    From July until December MERVAL may show interesting corrections for investors following ADRs opportunities. A potential -100 bps on ARG's country risk cannot justify current valuations on companies included in ARGT, IMHO.
    May 21, 2015. 12:31 PM | Likes Like |Link to Comment
  • Uber, Not Tesla, Will Be Apple's Competition In The Automobile Industry [View article]
    Article = A shot in the dark.
    Apple may never enter the auto industry, at best, they may take the role of car hi-tech provider in the same sense AMG does to M Benz on certain premium models, but only to improve tech infrastructure and driver's experience.
    May 21, 2015. 11:36 AM | 3 Likes Like |Link to Comment
  • Goldman updates list of hedge funds most-shorted stocks [View news story]
    Coming from GS, probably many of these tickers may become a moderate buy in the coming Qs.
    May 21, 2015. 10:24 AM | 1 Like Like |Link to Comment
  • Grupo Financiero Galicia's (GGAL) on Q1 2015 Results - Earnings Call Transcript [View article]

    1.28Beta
    4.41EPS
    4.99P/E
    $0.0774Dividend
    0.35%Dividend Yield
    May 21, 2015. 09:04 AM | Likes Like |Link to Comment
  • HEDJ: The Inevitable Capitulation Of The Euro Hedge Has Begun [View article]
    Hi Noah, Can we still compare VGK against HEDJ ? seems to be a far second best when comparing returns on annual basis.
    On the other hand, Euro estimated to $1.05 from current level from a wide range of sources (Bank of America for example) why put the assumption that Euro will strengthen with asynchroning fiscal policies within EU, Greece, pending reforms and more recently Euro PMI data? what is your horizon for this analysis?

    Thanks!

    May 21, 2015. 07:27 AM | Likes Like |Link to Comment
  • Hedged Europe ETF performance not so hot [View news story]
    http://bit.ly/1dkc4Y8

    Where is Euro heading after it's peak?
    May 20, 2015. 10:30 AM | Likes Like |Link to Comment
  • YPF sells $1.5B of bonds, tripling planned issuance [View news story]
    "YPF needs to raise cash to invest in.." the happiness of it's presidenta CFK.
    National Gov is financing operations through YPF. If not accepted by YPF's management, they could reduce subs on domestic oil prices, affecting YPF earnings yet showing how they really "love" people's pockets. That is the word in BsAs while election is just months ago.
    May 13, 2015. 09:46 AM | Likes Like |Link to Comment
  • Petrobras: Take Warren Buffett's Advice [View article]
    Very interesting points. Thanks for your time.
    May 12, 2015. 09:22 AM | Likes Like |Link to Comment
  • Petrobras: Take Warren Buffett's Advice [View article]
    between 20b and 30b is already irrelevant. PBR trade not turned to a Long term opportunity within the Oil Industry. Short term trade is over.
    May 11, 2015. 09:25 AM | Likes Like |Link to Comment
  • WisdomTree's HEDJ: Ned Davis takes another look [View news story]
    Ned Davis: go home.
    May 6, 2015. 12:18 PM | Likes Like |Link to Comment
  • Petrobras: Take Warren Buffett's Advice [View article]
    Thanks for taking the time!
    May 6, 2015. 12:12 PM | Likes Like |Link to Comment
  • VNQ: A Great Play On Equity REITs And A Core Holding [View article]
    what is your view on VNQ right now that is under pressure and still a rate hike is coming on sept from the FED? seems to have more downside under current conditions and NAV may be pressed even more based on performance and bearish events...what is your view? thanks and great article by the way!
    May 6, 2015. 11:30 AM | Likes Like |Link to Comment
  • Petrobras: Take Warren Buffett's Advice [View article]
    Richard, nice an complete work. well done.

    Where do you see opportunities within Oil on the international side? YPF? PBR Argentina? seems that Oil price will still need to show a leg down to become a credible stabilisation path...what's your view? thanks.
    May 6, 2015. 09:04 AM | Likes Like |Link to Comment
  • Three Petrobras board members criticize 2014 earnings calculations [View news story]
    in the short term any significant setback may put PBR near 7/8, but definitely growth ensured by Oil price normalisation and selective cash flow-oriented strategies.
    Apr 29, 2015. 10:06 AM | 2 Likes Like |Link to Comment
  • 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
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