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  • 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
  • A Street Level View Of Argentina's Economy, The Peso And ARGT [View article]
    Very informative article. It boggles my mind...? How co-neighbors, Argentina and Chile are so different....
    Sep 20, 2012. 10:29 AM | Likes Like |Link to Comment
  • This Telecom Stock Yields 7.5% And Could Outperform Verizon, AT&T [View article]
    Good research on NZT. What about Chorus? Do you also follow it? Thanks, BAX
    Sep 17, 2012. 06:39 PM | Likes Like |Link to Comment
  • 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