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  • Is The Outlook For YPF Growing More Positive? (Part 1) [View article]
    CV: I'm puzzeled? Why are you wasting your time on YPF? As we discussed earlier last week, YPF is "dinero muerto" to the common shareholder. You mention in the last paragraph of your article "that the future outlook is certainlymore positive than after nationalization" Pregunta? More positive for whom? Must be the citizens of Argentina? I cannot imagine in my wildest dreams any benefit to the common shareholder of YPF. CKF has no reason(or ability) to pay a dividend for years!!! I too..., shall be on"pins and needles" awaiting Your next article to understand where you're going with this thesis....? Hasta Luego, BAX
    Sep 8, 2012. 12:00 PM | 1 Like Like |Link to Comment
  • DHT Holdings Will Survive The Tanker Market [View article]
    i agree with Aschroed! Anybody that's been in the Tanker stocks for the past 3 years has witnessed"falling knives" If you need secure dividends buy some Telco's or REIT's. I do own a modest position in NM, 'think it's one of the better managed freighter companies. BAX
    Sep 3, 2012. 11:28 AM | Likes Like |Link to Comment
  • Get 6.45% Yields South Of The Border With 5-Year Morgan Stanley Mexican Peso Bonds [View article]
    Plus!...the embedded and corrupt PRI has been re elected, who knows where Mexico is heading..... If your comfortable with Mexico(?), then buy AMX, it's one of the best managed TELCO's in the world!
    Aug 29, 2012. 11:29 AM | Likes Like |Link to Comment
  • The Conundrum Of Triple Net Lease Valuation [View article]
    Hi Brad: Good article! It's a book of information; you've increased my wisdom of R.E. Finance considerably. Question..., have you ever looked at the REIT Excel(EXL)? EXL is new to the scene,but has old experienced management. Gary Sabin is the CEO and he's been "winner" for many years plus he's been buying EXL stock on the open market with his own private capital. I like it.."when the chef eats in his own kitchen" Thanks again for a very informative article. BAX
    Aug 29, 2012. 10:49 AM | 2 Likes Like |Link to Comment
  • Banco Santander Brasil: Declining Asset Quality And Growing Headwinds Hamper Profitability [View article]
    Hola CV: As usual, ' well researched thesis on BSBR. I have a question. Earlier in your Q & A above, you said that you like BBVA and their Argentine Bank. I'm puzzeled? I'm assuming the Argentine Bank you're referring to is BFR. Isn't BFR now under Christina Kircheners watchful eye..., meaning no more generous dividends and state mandated low interest loans? Also, I too would welcome your research on Brazilian Utility companies. I recently purchased EBR and also have owned CIG for many years. BAX
    Aug 24, 2012. 01:58 PM | Likes Like |Link to Comment
  • Pfizer Eyes Kevetrin? [View article]
    Excellent! well researched article. I recently sold my PFEafter holding it for years and enjoying the nice dividend. I sold it for reasons that you cited... "clinical failure and incompetence" Now, I may buy it back on a dip. Thanks for sharing your research; I found it quite informative. BAX
    Aug 13, 2012. 12:00 PM | Likes Like |Link to Comment
  • Enhanced Income Strategy For BlackRock - Update 4 [View article]
    Mark: I know you like BLK, do you have any thoughts on OAK? BAX
    Aug 8, 2012. 11:08 AM | Likes Like |Link to Comment
  • Telefonica: Cheap For A Reason (Equity) [View article]
    CV: I've owned TEO for years...,so will be looking foreward to hearing from you. BAX. *PS: Thanks Again for your thoughts on LATAM nationalism. I'm increasingly troubled by what's happening in LATAM especially Venezuela, Argentina and Peru....Brazil too with Petrobras. I wasgoing purchase more VIV...., but now 'am to cautious to do so.....
    Aug 6, 2012. 11:11 PM | Likes Like |Link to Comment
  • Telefonica: Cheap For A Reason (Equity) [View article]
    Thanks! CV. I always appreciate your "boots on the ground"....
    Aug 6, 2012. 08:19 PM | Likes Like |Link to Comment
  • Telefonica: Cheap For A Reason (Equity) [View article]
    Hola! CV: An issue that you have not addressed(?) and I solicit your thoughts plus other readers who reside in LATAM. It appears to me that most of the LATAM telecom industry is either owned or controlled by outside foreign companies i.e....TI, TEF, AMX,PT and others. It also is evident that this foreign ownership is resented as we are wittnessing in Argentina and Peru. The Peruvian government is examining TEF's license as we speak. What's your thoughts on this issue of Nationalism? BAX
    Aug 6, 2012. 11:49 AM | Likes Like |Link to Comment
  • Arcos Dorados: A Not So Golden Investment Opportunity [View article]
    CV: Re: ARCOS..., What can I say that hasn't already been said...thorough research and good visuals. You again out did yourself. Pregunta? Where did you pick up the your excellent english writing skills? We're you educated here in the US? BAX
    Jul 22, 2012. 06:13 PM | Likes Like |Link to Comment
  • Gain Harvesting Before 2013 Tax Changes May Be A Good Idea [View article]
    I too agree with pc35..... " thanks for the warning BELL
    Jul 8, 2012. 11:39 AM | Likes Like |Link to Comment
  • Chart Of The Week: As Goes Spain... [View article]
    " line in the sand"..., I like that discription. 'think your 100% on the money! BAX
    Jul 8, 2012. 11:18 AM | 1 Like Like |Link to Comment
  • Stocks That Avoid Unrecoverable Foreign Dividend Withholding In Tax Deferred Accounts [View article]
    I too will bookmark your article...., a treasure of useful information. You also might want to mention "custodial fees" on dividends(?) Some of these onerous fees add up to 10% - 20% of gross dividends... BAX
    Jul 8, 2012. 10:48 AM | Likes Like |Link to Comment
  • James Gorman: An Empire Builder At Shareholders' Expense [View article]
    Ranjan: Some very good thoughts! I too have owned MS for years and feel as you do. MS has an "elite" BOD...,that is over payed and will not rock the boat. Phil Pursell knows all about unlocking value to create value. This former McKinsey briain crafted the SEARS comglomerate(which failed to work). Purcell convinced former Sears CEO Ed Brennan to buy Dean Witter(remember: stocks and socks) and others. After years of languishing, Purcell then recommended that Sears be dismanteled. i .e All the parts were spun off creating Dean Witter(again), Allstate, Discoverer Card, and of course Sears. For thoes longtime, patient Sears shareholders....,they hit the Jack Pot ! The value that was created by seperating(the above) was unbelievable! So..., maybe(?).., Pursell knows..,what he's talking about. I'm willing to risk it..... BAX
    Jun 29, 2012. 11:34 AM | 1 Like Like |Link to Comment