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  • Callon Petroleum Reports Q1'12 Results; Permian Catalysts Stacking Up Through 2012 [View article]
    Fred Callon's track record is "boom or bust". Like his uncle John.., Fred's an Ole time Louisana oil man. There's never been any sustained consistantcies from year to year. CPE is just another trading stock....
    May 11 11:44 AM | Likes Like |Link to Comment
  • Ecopetrol: A Latin American Oil Investment That Continues To Deliver [View article]
    Caiman: I agree with Aretailguy, You bring a lot of "local" knowledge to the table that is not available elsewhere. I get more info on Latin American political/economic issues from you than from either MorganStanley or MerrillLynch. Muchas Gracias. Bax
    May 11 11:20 AM | Likes Like |Link to Comment
  • France Telecom: A 12.9% Dividend Opportunity [View article]
    Rupert: Very good research.., I'm going to add FTE to my watch list. I also like TEF and STD at current prices.
    Apr 29 11:27 AM | Likes Like |Link to Comment
  • Banco Santander: Tantalizing Value Or High-Risk Investing? [View article]
    Speaking of banks..,I'm looking at Banco Frances(BFR). Because of YPF, this fine bank is seriously depressed. Do you think the Kirchner government will nationalize it too? BFR is majority owned by BBVA which is now troubling....
    Apr 27 11:39 AM | Likes Like |Link to Comment
  • A Speculative $5 Energy Play That Is Way Under Analysts' Price Targets [View article]
    Bret: I agree! CPE has been a great stock to trade...Current price is a nice entry point.
    Apr 26 11:37 AM | Likes Like |Link to Comment
  • Is Windstream's Monster Dividend Safe Now? [View article]
    A suggestion for thoes interested..., Morgan Stanley's Telco analyst, Sean Flannery just completed a 30 page document analizing the Telco industry. In particular he focused on the sustainability of dividends. Flannery is well respected on wall Street, the report is valuble reading for thoes that follow the Telco's....
    Apr 20 06:13 PM | 1 Like Like |Link to Comment
  • YPF Sociedad Anonima - A Short-Term Buy; Reduced Results Longer-Term [View article]
    Mike: Question? Where's The Kirchner government going to get the $$$ to buy out Repsol and The Peterson Group?
    Apr 16 11:38 AM | Likes Like |Link to Comment
  • Morgan Stanley (MS) changes its compensation rules, making it easier to clawback or cancel bonuses for "circumstances ranging from substantial losses to ethical lapses and include failure to appropriately supervise or manage an employee." The new rules will apply to all top execs and may become the model for other large banks.  [View news story]
    Wall street(Morgan-Stanley) having ethical lapses...? Come on....
    Apr 5 04:43 PM | 3 Likes Like |Link to Comment
  • Finding High Dividend Yields Overseas [View article]
    Be cautious when investing in Argentina! The kirchener government is inthe process of nationalizing thier premier oil company, YPF and is confiscating its properties, this action is creating financial insability in the Argentine stock market. Also, the govenment is discouraging all dividend payments abroad to allieviate its "balance of payment" deficits...
    Apr 5 11:59 AM | 1 Like Like |Link to Comment
  • Why I Bought Banco Santander [View article]
    Yes! STD does have a DRIP program and it is not taxed by the Spanish Government. My guess is when you sell your STD stock it will be treated as a long term capital gain(loss) by the IRS... No Spanish Taxes... The DRIP program has been very successful..., so I assume they will continue it.., we'll see ?
    Apr 3 01:34 PM | Likes Like |Link to Comment
  • Argentina Poised To Take Control Of Energy Company YPF SA [View article]
    Tim: I have another question ? How's this take over of YPF going to effect the likes of TEO and BFR? They also have substantial foreign ownership and send their dividends abroad.... Thanks, Bax
    Apr 3 12:37 PM | Likes Like |Link to Comment
  • Banco Santander Brasil: An Investment Gem In The Santander Stable [View article]
    Caiman: Hello..., Question? Do you follow the Brazil Telco's? I'm puzzled with the sudden weakness in BTM and BTM'C. Do you follow them? Thanks, Bax
    Apr 1 03:43 PM | 1 Like Like |Link to Comment
  • Frontier Communications: Opportunity Or Value Trap? [View article]
    David: Question? have you ever looked at Alaska Comm(ALSK) ? They recently did the FTR thing....,Mia Culpa, Mia Culpa and drastically reduced their dividend. ALSK is now selling at $3.00 per/sh. What's your thoughts on it?
    Apr 1 01:59 PM | Likes Like |Link to Comment
  • Frontier Communications: Opportunity Or Value Trap? [View article]
    David: Most pragmatic analysis so far..., confirms my opinion, buy the Wildrotter wine, avoid the stock...
    Apr 1 01:04 PM | 1 Like Like |Link to Comment
  • 'Black Swan' Income Investing [View article]
    A sobering article! it's taken me many years to come to the same conclusion...,stay diversified(no matter what). When General Motors finally went broke it hit me in the head..,there's NO WHITE SWANS!!!
    Mar 31 01:06 PM | 2 Likes Like |Link to Comment