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Kekkonen

Kekkonen
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  • Bacon Bradesco (BBD) drops out of the bidding for Citigroup's (C) Brazilian consumer finance unit, according to a local newspaper, after getting no reply on its $1.49B offer. With Banco Santander (SAN) not yet indicating any interest, it could leave just Itau Unibanco (ITUB) as the lone potential buyer. [View news story]
    I blame the spleen checker.
    May 6 10:18 AM | Likes Like |Link to Comment
  • 5 Top China Dividend Stocks [View article]
    I've been long SNP since early 2010, and they have always paid dividends as advertised.

    BTW, I'm pretty sure the yield is better than 2.6%. They pay dividends twice a year, and the 2.6% figure sounds like the interim dividend wasn't included.
    Apr 26 09:30 AM | Likes Like |Link to Comment
  • Reasons For A Bullish Stance On Pfizer [View article]
    That EPS of $2 and projected 2013 EPS of $2.20-2.30 is adjusted earnings. The rather hefty P/E you see tossed about in many places is based on unadjusted numbers.
    Apr 12 06:46 AM | Likes Like |Link to Comment
  • Time To Invest In Russia? [View article]
    How do you know it was murder?
    Mar 27 01:19 AM | Likes Like |Link to Comment
  • Vale Misses Badly, Cuts Dividend On Massive Quarterly Losses [View article]
    "According to Yahoo Finance, the per share payout was 0.62 a share"

    If you go to Vale's IR pages and check what they actually paid out last year, it comes to over a buck per share. Yahoo frequently gets yields wrong with ADRs that don't pay a quarterly dividend.
    Mar 1 04:10 PM | 1 Like Like |Link to Comment
  • Vale Misses Badly, Cuts Dividend On Massive Quarterly Losses [View article]
    Now that the share price is a bit below 19 bucks, Vale's market cap is $96 billion and change. Distributing $4 billion as dividends gives you a much better yield than 2.1%. With 5.15 billion shares outstanding, that comes to about 78 cents a share, which puts the yield at over 4%.
    Mar 1 10:39 AM | 1 Like Like |Link to Comment
  • Time To Invest In Russia? [View article]
    Another thing that could turn a lot of heads is dividends. The state controlled giants updated their dividend policies last year, making them more generous. I'm waiting this spring's dividend declarations with interest.
    Feb 27 10:03 AM | Likes Like |Link to Comment
  • Sinopec (SNP) launches a new oilfield services division to compete for global engineering and construction business, with a possible stock listing lined up for the unit. The giant division is formed from the consolidation of service departments for eight oilfields and will be responsible for executing overseas contracts worth ~$14.2B. [View news story]
    That's Sinopec *Group*, the state-owned parent of SNP.
    Dec 28 12:52 PM | Likes Like |Link to Comment
  • 8 High Growth Stocks At A Big Discount And With Low PEG, Low Debt [View article]
    The main problem with QCOR is that it's currently a one-trick pony, they get practically all their earnings from one drug. The numbers do look good at the moment, but it's not a risk-free ride to riches.
    Dec 27 03:09 AM | Likes Like |Link to Comment
  • Is There Still Hope For Teva Investors? [View article]
    You mean no dividend growth? Teva has only tripled its dividend since 2006. They've always hiked it for the first payment of the new year.
    Dec 12 12:37 PM | 5 Likes Like |Link to Comment
  • Groupon: An Unappreciated Business Set To Fly High [View article]
    " Either there is a market for connecting businesses to people who want a discount or not. If there is, who will dominate?"

    What makes you think there is going to be a dominant force? The business model is easily replicated, there is no moat whatsoever.
    Dec 5 11:54 AM | Likes Like |Link to Comment
  • Groupon: An Unappreciated Business Set To Fly High [View article]
    Groupon went from a start-up to a $12+ billion IPO in under 4 years. What's preventing someone else from doing the same? Where's the moat in its "great business model" (which we are assumed to believe becomes profitable again at some point)?
    Dec 4 09:46 AM | Likes Like |Link to Comment
  • A Bank Stock That Turned $10K Into $139K [View article]
    Nice article, thanks.

    I don't own Citi stock or have any particular love for Vikram Pandit, but I'd just like to point out that he only got the reins at Citigroup when the poop was already about to hit the fan.
    Nov 6 01:26 AM | Likes Like |Link to Comment
  • Seeking Contrarian Value In Brazil: Does Banco Bradesco Represent Value? [View article]
    What about Bladex (BLX), would it provide a one-stop investment into the financial sector in Latin America?
    Nov 4 04:08 AM | Likes Like |Link to Comment
  • High Yielding Global Oil And Metal Stocks [View article]
    I just want to point out that if you want to buy Surgutneftegaz for the dividend, be sure to get the preferred shares (SGTPY on the Pink Sheets), not ordinary (SGTZY). The difference in yield is massive.
    Oct 31 10:20 AM | Likes Like |Link to Comment
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