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  • Telecom Argentina Q4 2013 Results: Strong Growth, Deep Value And 4%+ Dividend [View article]
    As long as CFK's around...? Nobody going to pay that price!
    Mar 5, 2014. 12:02 PM | Likes Like |Link to Comment
  • Drought Hits American Pickup Trucks [View article]
    "Most farmers in California don't depend on Local rains"....? Local rain is what creates California's GREAT snowpack which irrigates all of northern and central California. The numerous dams throughout California are filled by rain and these snowpacks. "Where do Baja farmers get their water?" Fabulous underground reservoirs that have never been tapped. Bringing electric power to the remote areas of Baja has been the catalyst for their agricultural boom. Take the drive.., not only is it scenic but educational...BAX
    Mar 2, 2014. 08:27 PM | Likes Like |Link to Comment
  • Drought Hits American Pickup Trucks [View article]
    Farmers will continue to add crop production in MEXICO and elsewhere. Take the drive from Ensenada,BCN south thru the Baja. What was once a dessert 10 years ago( like California was 80 years ago) is now bustling with agricultural activity. View the community of Vizcano 30 miles east of Guerrero Negro. Vizcano did not exist 10 years ago and it now has more Ford 150 pickups than Jack rabbits plus three Pemex gas stations to keep them running. Yes! Pickup are selling.., go buy a big hat(sombrero) and see for yourself. BAX. PS: Buy some PACCAR too.., you've never witnessed BIG trucks until you've made this drive,
    Mar 2, 2014. 05:15 PM | 2 Likes Like |Link to Comment
  • Why I Sleep Well At Night Owning This Blue Chip Health Care REIT [View article]
    Brad: I'm puzzled...? You like to,sleep good at night and so do I and I take it from from your fan club.., they do too. Question? How come I've never heard you recommend PSA? I purchased PSA as a public partnership thru DEAN WITTER & CO over 30 years ago. I've never looked back... I cannot begin to add up the cash distributions. Talk about a SWAN company..., PSA is it! BAX
    Feb 25, 2014. 06:32 PM | Likes Like |Link to Comment
  • Awilco Drilling's Big Undervaluation Makes It A Juicy Acquisition Target [View article]
    Nice tie! Harry..., you look like the " yellow rose of Texas"...
    Feb 25, 2014. 05:35 PM | Likes Like |Link to Comment
  • Is Windstream's Dividend Sustainable? [View article]
    Good informative article without a bunch of graphs..., congratulations. Question re telco's...,? Do you ever follow CNSL? They appear to be well managed and on the lookout for M&A opportunities. BAX
    Feb 16, 2014. 09:43 AM | 1 Like Like |Link to Comment
  • If Adam Smith Were Alive, He Would Be A Dividend Investor [View article]
    Nooseah: that's gooooooood! I like that...
    Feb 15, 2014. 10:06 AM | Likes Like |Link to Comment
  • Kodiak: Fast-Growing Bakken Producer Is Too Cheap [View article]
    I agree Bret...., looks like KOG 's going places. Qeestion? Regarding DVN. Why have their numbers been so inconsistent? BAX
    Feb 11, 2014. 02:18 PM | Likes Like |Link to Comment
  • Banco Santander Brasil: Declining Asset Quality And Growing Headwinds Hamper Profitability [View article]
    Thanks! Matt: Brazil stock market is getting cheap? I've been out for the past year. Thinking of buying some PBR'A and CIG. As you know..., I like my dividends. What's your thoughts? Saludos, BAX
    Jan 24, 2014. 11:36 AM | Likes Like |Link to Comment
  • Banco Santander Brasil: Declining Asset Quality And Growing Headwinds Hamper Profitability [View article]
    Hola! Matt: what's your take on the current economic/social turmoil in Argentina ? Is it having a domino effect in LATAM?
    Jan 24, 2014. 10:57 AM | Likes Like |Link to Comment
  • Bakken Update's 2014 Bakken Stock Picks: The Bakken Operators [View article]
    Michael: As usual..., very informative article. Question? How many of these companies are in NOG's portfolio? BAX
    Jan 16, 2014. 11:23 AM | Likes Like |Link to Comment
  • JPMorgan makes moves in REIT sector [View news story]
    I think EXL is still a value at current price..., $11.30
    Jan 16, 2014. 10:17 AM | Likes Like |Link to Comment
  • Alaska Communications: Overselling Has Led To Minimal Downside Risk, 35% Upside [View article]
    Ask Harry Long what he thinks...., Harry's one of the very few people that is quite knowledgable on ALSK. Plus, it's been my experience..., you can take what he says "to the bank"
    Nov 28, 2013. 11:25 AM | 1 Like Like |Link to Comment
  • Caiman Valores Positions For 2013: Colombia, Chile Offer Best Upside In Latin America [View article]
    CV: Having read your Argentina article..., I have a question? When would you suspect CFK to allow Argentine co's to begin paying dividends again? BAX
    Nov 19, 2013. 03:13 PM | Likes Like |Link to Comment
  • Despite Overly Optimistic Analyst Outlook, Americas Petrogas Offers 60%+ Upside [View article]
    CV: Hola! amigo: as usual..., excellent article where you abundantly address "the risks". I'm going go take a close look at APEOF, The company fits my risk parameters. I also enjoyed your recent article on Whiting. I value the contributions that Michael Falloon, ValueDigger, and you make(others too) to us SD readers. Many of us have profited handsomely from your research. Saludos, BAX
    Nov 8, 2013. 04:10 PM | 2 Likes Like |Link to Comment