Seeking Alpha

williambaxter

williambaxter
Send Message
View as an RSS Feed
View williambaxter's Comments BY TICKER:
Latest  |  Highest rated
  • France's Slow Transition To The Eurozone Periphery [View article]
    yah! I agree.., informative article.....good read!
    Sep 14, 2012. 12:43 PM | Likes Like |Link to Comment
  • Citigroup (C) has a credit card business worth $60B by itself, yet the entire bank is valued at $97B, says former Morgan Stanley CEO Phil Purcell (who spun off Discover during his reign), again making the case for breaking up the big banks. If banks are going to trade at half of book, but have business lines that would fetch 2-3X book, it's a no-brainer. "The shareholder is getting cheated." [View news story]
    yah! Phil put the "stocks and socks" deal together for Sears when he was advising Sears CEO, Ed Brennan. The Dean Witter/Sears fit gave Purcell religion. Only when he dismanteled the Sears conglomorate did the shareholders make money and I might add..,they did well! So...., maybe, Phil knows what he's talking about...
    Sep 13, 2012. 01:30 PM | Likes Like |Link to Comment
  • Grupo Financiero Santander México: Another High Quality Bank In The Santander Group [View article]
    CV: Another informative article, but at the end of the day.., you still prefer BBVA. Why?
    Sep 12, 2012. 12:34 PM | Likes Like |Link to Comment
  • 13% Short-Term Bond Yields From Recycling Waste Paper? [View article]
    i agree with Monty! "Thanks for the GREAT ideas and keep them coming.. ". PS: what"interestng" stock dividend ideas can you share with us? BAX
    Sep 10, 2012. 12:57 PM | Likes Like |Link to Comment
  • Is The Outlook For YPF Growing More Positive? (Part 1) [View article]
    Jan Lessner has hit the "bullseye" !!,(plus!, i like it that he uses his real name!!!) Me thinks our"amigo" CV is suggesting a poliical agenda with this article. CV: Que Pasa? Bax
    Sep 8, 2012. 10:16 PM | Likes Like |Link to Comment
  • 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
COMMENTS STATS
239 Comments
118 Likes