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IndioBravo

IndioBravo
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  • American Capital Is Still A Very Attractive Investment [View article]
    Philip:
    You wrote an article a few days ago about an expected appreciation of dollar against foreign currencies. How could this affect ECAS?
    May 15 09:50 PM | Likes Like |Link to Comment
  • The Problem Of The Strong Dollar: Investment Implications [View article]
    Philip:
    Is buying Diageo, Unilever, Total, BP, and the alike, the right thing to do in a strong dollar market?
    Apr 30 08:34 PM | Likes Like |Link to Comment
  • 19 BDCs - The Good, The Bad And The Maybe? Part 15: Horizon Technology Finance [View article]
    Nice. I truly appreciate your work.
    Mar 15 08:08 AM | 1 Like Like |Link to Comment
  • 19 BDCs - The Good, The Bad And The Maybe? Part 15: Horizon Technology Finance [View article]
    Very interesting and informative series. Thank you.

    How many more of this articles should we expect?
    Mar 14 05:50 PM | Likes Like |Link to Comment
  • The Fall Of Telefonica And The Rise Of America Movil [View article]
    TEF has business in Germany, Poland, Ireland, and other European countries. Nonetheless, TEF has also business in China, were America Móvil is absent. I insist that limiting this analysis to the Hispanic markets leave a big part of the equation out.
    Jan 23 09:37 AM | 1 Like Like |Link to Comment
  • The Fall Of Telefonica And The Rise Of America Movil [View article]
    If your article is focused in the Spanish-speaking world, there we go! You left out Brazil, and the numbers fit to some "wishful-analysis".
    Jan 23 09:33 AM | Likes Like |Link to Comment
  • BDC Stocks Offer Value And Income In A Pricey Market [View article]
    Your article mentions the top three stocks in my portfolio. Correction: ACAS' NAV as of 3Q2012 (not 4Q), is $17.39.
    Jan 22 02:18 PM | 1 Like Like |Link to Comment
  • American Capital: Back In The Business-Building Business [View article]
    I bet you can write that statement, but in a respectful manner.
    Jan 13 09:27 AM | 3 Likes Like |Link to Comment
  • Should Investors Embrace European Equities For 2013? [View article]
    Check again for TEF. They are not currently paying a dividend in order to reduce the debt.
    Dec 5 07:30 PM | 1 Like Like |Link to Comment
  • Get A Head Start On IPOs With These 3 BDCs Priced Below NAV [View article]
    Hi Philip:

    Just a beginner's question: What is more appealing, more cash per share or deeper discount to NAV?
    Nov 27 08:52 PM | Likes Like |Link to Comment
  • 5 Healthcare Companies With Recent Insider Buying [View article]
    Thank you, Markus. I was a "Fool" (in both meanings of the word) when I bought PACB at $11 a few years ago. I think I will lower my cost average with a new buy soon.
    Nov 26 08:05 AM | Likes Like |Link to Comment
  • Johnson & Johnson Posts Strong Results, And We Still Like Its Dividend Growth Potential [View article]
    Thank you, very much. In order to have a benchmark or reference, can you, please, provide your Valuentum Dividend Cushion score for similar companies (PFE, GSK, MRK, ABT, etc.)?
    Oct 18 08:07 PM | Likes Like |Link to Comment
  • Be Wary Of Prospect Capital [View article]
    The good Nicolaus had the courtesy of scare Mr. Market so PSEC went down about 3%, and I am longer in the stock now. Fundamentals remain strong and the expectations of dividend growth are well sustained.
    On the other hand, if you don't invest in BDC's because of 2008, you better don't invest in tech stocks because of 2000, or in oil stocks because of 2010.
    Sep 18 05:04 PM | 2 Likes Like |Link to Comment
  • Insiders Are Buying This Tech Sector Stock With An 11% Yield [View article]
    I am long, but this stock has a EV/LFCF=37.52 (according to Yahoo Finance). It is a very high valuation.
    Sep 10 09:10 AM | Likes Like |Link to Comment
  • A Deeper Look At American Capital's Earnings Report [View article]
    Thank you, BDC, for this article. I was not aware that $0.46 of the $0.91 in NAV increase were the result of an accounting change. They can't repeat the trick next quarter and, as a result, we can only expect NAV increases of about half a dollar per quarter.
    Sep 5 07:37 PM | Likes Like |Link to Comment
COMMENTS STATS
36 Comments
26 Likes