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  • 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
  • Permian Basin Royalty Trust Looks Enticing With 9% Yield And Increased Production  [View article]
    Good article! I have a question? Are current PBT shareholders going to participate in the "Shale Boom" going on in the Permian Basin as we speak? As I understand it(?)..., Fracking and new drilling techniques are bringing new life to the Permian Basin as is happening on other parts of our country...
    Sep 22, 2013. 12:58 PM | 1 Like Like |Link to Comment
  • Dig Up 8.9% Yields With Berau Coal's Short 44-Month Yankee Bonds  [View article]
    I've owned Telekom Indonesia(TLK) for years.., it's been a good company to own and pays some awesome dividends....
    Jul 31, 2013. 02:54 PM | Likes Like |Link to Comment
  • KKR Financial Is The Alt-REIT, Alt-MLP, Alt-BDC Income Investment Choice  [View article]
    Tim: Question..? why would I choose KKR over BX, KFN or OAK?
    Jul 22, 2013. 02:02 PM | Likes Like |Link to Comment
  • Baby Boomers Are Not Likely To Cause The Next Housing Crisis (Part 2 Of 2)  [View article]
    I agree!!! excellent article..., most informative and very well written.
    Jul 20, 2013. 11:13 AM | Likes Like |Link to Comment
  • Bank of America (BAC) is best-positioned to take advantage of wider net interest spreads and expense cuts, according the Morgan Stanley's Betsy Graseck, in a preview of Q2 earnings (underway tomorrow with JPMorgan and Wells Fargo). Next on the list of those expected to beat estimates are Capital One (COF), PNC Financial, and JPMorgan (JPM). Three names set to disappoint: Citigroup (C), Goldman Sachs (GS), and BNY Mellon (BK).  [View news story]
    I'm surprised Betsy's still around at MS, she was writing bullish research reports on BAC 5-6 years ago when the stock was in the high 20's.... Bound to get it right on BAC one of these days....?
    Jul 11, 2013. 07:30 PM | Likes Like |Link to Comment