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williambaxter

williambaxter
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  • Energy Investment Is An International Adventure: Darrell Bishop [View article]
    Darrell: Hello! Question...? Do you follow the Brazil oil industry? i've been studying OGX Pete(OGXPY) for some time now. OGX has found some terrific "pre salt" fields and is in the process of bringing them into production as we speak. OGX's stock price is a fraction of what it was a couple of years ago..., now $2.75US. Plus they do not have the "politcal baggage" that state controlled PBR must endure. The only negative I see is the Leftist Rousseff government, which is becoming a BIG challenge for Brazilian investors. BAX
    Oct 12, 2012. 11:17 AM | Likes Like |Link to Comment
  • France Telecom Is A Fantastic Dividend Opportunity [View article]
    Tombaum: Same is true with TEF! They can't lay off or retire an employee with it costing an "arm and leg". I bet this is true with most of Europe(?).
    Oct 10, 2012. 11:28 AM | Likes Like |Link to Comment
  • Telefonica Brasil: 4.61% Dividend With Great Prospects For Growth [View article]
    Rupert: You might want to address the social/politcal situation in Brazil. . The Rousseff government is leaning far left and creating havoc among stock and bond investors. Rising nationalism is a onerus on going problem for investors on LATAM. In my opinion..., It's the number one concern when investing in LATAM. Other than that, I think your comments n VIVO are correct. May I also suggest you take a close look at OIBR, It's smaller than VIV but well positioned too. BAX
    Oct 9, 2012. 02:12 PM | Likes Like |Link to Comment
  • Buy America Movil To Play Telecom Growth In Latin America [View article]
    Qineqp: Is there suggestion..., When Carlos Slim will consider paying a decent dividend? Carlos has the most bueatiful yacht I've ever seen, it's polished every day. He often anchors it in my front yard at the Marina in Loreto,BCS, MEX. When is Carlos going to share his prosperity with us.....? BAX
    Oct 8, 2012. 08:15 PM | Likes Like |Link to Comment
  • Windstream Is Not A Buy, Despite Decent Dividend Yield And Valuations [View article]
    Stock gamer: Regarding WIN..., As Harry said long ago..., "If you can't stand the heat.., stay out of the kitchen". Let's move on.., if one desires a secure dividend then purchase T, VZ, VOD, ect... Sidebar: What about CNSL? Is anyone at SA researching CNSL? CNSL purchased SURW a couple of months ago. SURW is a fine company that's going to add substantially to CNSL's portfolio. I used to know Dick Lumkin, CNSL's chairman. Dick's a old Telco guy and very smart. I'd bet on Dick anytime. I'd. also bet(?), when Dick finishes digesting SURW.., he will look at HTCO. Makes sense to me....,that's why Dick renamed his company.., Consolidated Telephone. BAX
    Oct 8, 2012. 07:34 PM | Likes Like |Link to Comment
  • Cisco: Is Now The Time To Buy? [View article]
    weliqwk: I share your thinking....! Question..? what's the future for traditional Telco's with Skype and all of the above?
    Oct 6, 2012. 07:11 PM | Likes Like |Link to Comment
  • Cisco: Is Now The Time To Buy? [View article]
    Bill: Questions ...?, are the Cisco executves stiil watering down their company stock with " mucho" stock options (Which makes much of the "stock buybacks" an accounting exercise)? Also, this is also an accounting question, Do the option expenses flow thru the income statement as the should or are they expensed thru the balance sheet? Thanks, BAX
    Oct 6, 2012. 01:55 PM | 1 Like Like |Link to Comment
  • Telefonica: Cheap For A Reason (Equity) [View article]
    CV: Hola! Given your above thesis..., are you still positive on BBVA and SAN? We have a saying here "Is the baby going to be thrown out with the bath water? ". regards, BAX
    Oct 3, 2012. 03:43 PM | Likes Like |Link to Comment
  • Citigroup: Right Time For A Great Buy [View article]
    Paulina: Very informative article; well researched. i'm puzzled..? you said that one analyst had a sell rating on C. what were his reasons? That sounds odd. BAX
    Oct 2, 2012. 07:37 PM | Likes Like |Link to Comment
  • A Look At Significant Events In Frontier's Q3 [View article]
    i agree with above contributors, very informative article. I too shall keep my eye on the puck(access lines). BAX
    Oct 1, 2012. 12:39 PM | Likes Like |Link to Comment
  • Grupo Financiero Santander México: Another High Quality Bank In The Santander Group [View article]
    CV: Thanks for your immediate response. like other SA readers that respond to your articles. I'm " bummed out" over Dilma Rousseff's recent punitive actions against Brazil's electric utility industry. God!!!, i'm beginning to believe that there's no safe haven in LATAM for my investment $$$. It all started 5 years ago, when Hugo Chavez confiscated Telefonos Venezuela at 50 cents on the $, then recent actions by the Kirchener Gov't in Argentina against their fine companies. Hopefully..? You're right!, someday these populist governments will mellow...? in between time.., I'm going to be skeptical. BAX. *PS: I will take a good look at BSMX.., Mexico is booming and I don't think they have a confiscation agenda.
    Oct 1, 2012. 12:19 PM | 1 Like Like |Link to Comment
  • Grupo Financiero Santander México: Another High Quality Bank In The Santander Group [View article]
    CV: As usual...well researched article on BSMX. As you know.., I live part time in Loreto, BCS, MX which, so far, is well insulated from the narco/drug culture of the mainland Mexico. I would be cautious of investing any sizable amount of $$$ in Mexico or for that matter any of LATAM with the possible exception of Chile. My opinion..? LATAM is to damm risky! The ugly horns of Nationalism are reappearing. I would agree with your assessment; If you have a desire to invest in Mexican banking.., buying BBVA or SAN is the way to go. Banamex gives you the best coverage of Mexico and is very well managed. BAX
    Sep 30, 2012. 01:28 PM | Likes Like |Link to Comment
  • Frontier Communications Could Offer 55% Upside Potential [View article]
    Good article on FTR...., appears that Maggie might be getting the ship on course. It's been one a hell of a voyage and there's still some rocks ahead. BAX *PS: Do you also follow CNSL?
    Sep 24, 2012. 06:55 PM | Likes Like |Link to Comment
  • Weekly Market Outlook - Stay Nimble Here [View article]
    The positive housing indexes are a powerful economic indicator...., ' means people are going back to work. I like that!
    Sep 24, 2012. 11:35 AM | Likes Like |Link to Comment
  • How Safe Is CenturyLink's Juicy Dividend? [View article]
    Question..? No mention of WIN in this article. WIN can't be anymore speculative than FTR?
    Sep 23, 2012. 03:24 PM | Likes Like |Link to Comment
COMMENTS STATS
256 Comments
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