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  • Looking Beyond The Hype To Find Citigroup's Fair Value  [View article]
    Hola! CV: Another well researched article in your portfolio of many. I will consider "C" since I bank with Bancomer but still prefer SAN and BBVA. BAX
    Nov 12, 2012. 12:37 PM | Likes Like |Link to Comment
  • Sinopec Aiming For Rapid Expansion Abroad  [View article]
    Where do I find a stock listing for MAU? No ADR's ?
    Nov 11, 2012. 01:14 PM | Likes Like |Link to Comment
  • This Telecom Is Poised For Solid Growth In 2013  [View article]
    Take a look at ALSK..., they were paying a 9% div too...
    Nov 5, 2012. 06:39 PM | 1 Like Like |Link to Comment
  • Telecom Argentina's CEO Discusses Q3 2012 Results - Earnings Call Transcript  [View article]
    Maybe....? you should ask Christina....., she holds the cards!
    Nov 1, 2012. 12:50 PM | Likes Like |Link to Comment
  • General Electric: Could Its 'Miss' Be Your Gain?  [View article]
    there might be some slightly used GEnx engines around (for office use only) after the NTSB finishes it's investigation.....?
    Oct 26, 2012. 03:39 PM | Likes Like |Link to Comment
  • Energy: A Compelling Sector To Own  [View article]
    good research Tim.., I enjoyed your article. Question...do you follow TOT? Looks like they're well managed, good revenue numbers and a handsome 5% dividend. What's your thoughts on TOT? BAX. PS: Maybe..? I should sell some puts...
    Oct 26, 2012. 11:15 AM | Likes Like |Link to Comment
  • Hatteras Financial: Despite Tough Environment 12% Yielding mREIT Beats Earnings  [View article]
    Corvettekid: hello Question..? I don't mind volitility.., 'comes with the market.., but how much could these MREIT distributions be reduced with all this FED intervention? that does trouble me! Bax
    Oct 25, 2012. 05:08 PM | Likes Like |Link to Comment
  • DHT Holdings Management Discusses Q3 2012 Results - Earnings Call Transcript  [View article]
    I'm stunned! I follow the "shipping group" from time to time and read you'all's banter on DHT. I don't think in any of the latest banterings.., have I read about the DHT dividend being compromised..? Did this come out of the blue or was it devine revelation? I'm also puzzeled? why is anyone following this sideshow(especially the analyists on the Q &A)? Svein and Erik will milk this sideshow to the last nickel. DHT is the old mushroom culture..."keep 'em in the dark and feed 'em a lot of .******
    Oct 25, 2012. 01:23 AM | Likes Like |Link to Comment
  • "Just because the Fed wants us to take more risk doesn't mean we should," says CEO Michael Hough on the Hatteras (HTS +1.3%) earnings call. Management is clearly frustrated with the Fed's $40B/month in MBS purchases - "the gorilla in the room," "an uneconomic buyer," "program without end." The company is prepared to take "any and all actions," but won't commit to altering leverage, selling MBS, or undertaking buybacks. (earnings, last night)  [View news story]
    That's what happens.., when "the fox is guarding the hen house". i.e..White House
    Oct 24, 2012. 12:02 PM | 4 Likes Like |Link to Comment
  • Going Cheap With Chinese Stocks  [View article]
    I'm puzzeled? FXI=4.5% yield My math supports 2.5%
    Oct 24, 2012. 11:40 AM | Likes Like |Link to Comment
  • Beyond Borders: Currency Considerations For Investing  [View article]
    Russ: as usual.., most informative thesis and a timely "wake up" call to pay attention..? Question..? Last week a SA author suggested a couple of Chinese Yuan funds..., i.e. CYB,CNY and FXCH as a currency hedge against the dollar. I'm looking at FXCH as we speak. What's your thoughts on this advice? Again.., I enjoy your articles and 'am happy that you're a SA contributor. BAX
    Oct 21, 2012. 12:41 PM | Likes Like |Link to Comment
  • Spain: The Fiscal Problems Of The Autonomous Regional Governments  [View article]
    I too agree..., well done! Most informatve....
    Oct 21, 2012. 12:04 PM | Likes Like |Link to Comment
  • Argentina's YPF (YPF +3.7%) reportedly expects to receive government approval to more than double natural gas prices to help fund expansions. YPF is basing a $37B five-year investment plan on a doubling of the average gas price, while the Neuquen province - home to the Vaca Muerta shale formation - is making the same assumption for its budget next year.  [View news story]
    It's a dead(muerta) company..., why are we following it? BAX
    Oct 17, 2012. 07:15 PM | Likes Like |Link to Comment
  • Forget Exxon And BP - This Retirement Savings Stock Yields 7%  [View article]
    Thanks for informative article Lisa. i too have owned APU for years and consider it a core holding in retirement portfolio. BAX
    Oct 17, 2012. 05:54 PM | 2 Likes Like |Link to Comment
  • 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