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  • Argentine Peso Blues Update [View article]
    Scott: from your experience(?)....., how will this deval effect the Argentine stock market? Does this mean a massive sell off?
    Apr 18, 2013. 12:27 PM | 1 Like Like |Link to Comment
  • Currency Positioning: It Is Not About The Dollar [View article]
    Question...? What happens if the Mexican peso breaks the "12" barrier? Is 10 next?
    Apr 14, 2013. 12:16 PM | Likes Like |Link to Comment
  • Analyst reaction to GE's $3.3B purchase of Lufkin (LUFK) is decidedly mixed, with some calling the price "stunning" while others believe the premium is worth it since GE is paying for growth prospects; LUFK’s revenue rose 37% in 2012. But GE does not have a history of driving hard bargains; after years of decent but not big returns from its energy spending spree, shareholders might want to temper their optimism[View news story]
    the difference between GE and Berkshire Hathaway =. Warren Buffet.
    Apr 8, 2013. 07:09 PM | 1 Like Like |Link to Comment
  • Windstream (WIN +0.6%) directors Samuel E. Beall and Carol B. Armitage recently bought 30K and 1K shares, respectively. The purchases come as Windstream trades near its 52-week low amidst concerns its hefty dividend (current yield of 12.5%) isn't sustainable. [View news story]
    Look at ALSK..., their management was committed to the dividend too. ....
    Apr 1, 2013. 07:04 PM | Likes Like |Link to Comment
  • Cohen & Steers Select Utility Fund Currently Trading at a Nice Discount (UTF) [View article]
    Closed end funds tend to be illiquid....,It's been my experience to purchase them during periods of volatile market sell offs..I.e..2008, 2009, etc. I purchased UTF at that time along with several others.., they have been wonderful investments that I continue to hold and enjoy their magnificent dividends.
    Mar 24, 2013. 01:44 PM | Likes Like |Link to Comment
  • Sizing Up Today's Dividend Paying Exploration & Production Companies [View article]
    I too!... appreciate this very informative bit of information. Keep the fires burning, you have an attentive audience. BAX
    Mar 20, 2013. 04:17 PM | Likes Like |Link to Comment
  • Small Telcos And Their Dividends: Part 2 [View article]
    Dividend Dude: I agree with you..., I've owned them both for years.. Their dividends have repaid most of my principal.
    Mar 19, 2013. 07:25 PM | 1 Like Like |Link to Comment
  • CPFL Energia S.A. Management Discusses Q4 2012 Results - Earnings Call Transcript [View article]
    "Obfuscated things".....I like that expression. Took the words out of my mouth....
    Mar 16, 2013. 07:23 PM | Likes Like |Link to Comment
  • Callon Petroleum Management Discusses Q4 2012 Results - Earnings Call Transcript [View article]
    CPE has been trying to be a "player" for 50 years....., I think it's time for Fred to throw in the towel and join Continental, EOG, Apache, etc, etc. Enough is Enough!!! BAX.
    Mar 16, 2013. 07:13 PM | Likes Like |Link to Comment
  • Callon Petroleum (CPE -12.2%) is the day's worst energy performer after Q4 earnings and revenues missed analyst estimates, hurt in part by lower selling prices of crude oil and natural gas. [View news story]
    As I said a year ago...., CPE is a trading stock nothing more.
    Mar 15, 2013. 09:04 PM | Likes Like |Link to Comment
  • Chevron (CVX) issues an ultimatum to Argentina, saying it will not make any progress on an agreed joint venture with YPF until a court threat to its assets is lifted. "We’d like to work with them," CVX vice chairman George Kirkland tells FT, but "this is our money." The tough line hurts the government’s hopes of forming a partnership with a top global oil company to help develop its vast shale reserves. [View news story]
    Bully for you George!!! I'd stay out of that can of worms too...
    Mar 13, 2013. 02:26 PM | 1 Like Like |Link to Comment
  • Arcos Dorados Somewhere Between Gold And Scrap Iron [View article]
    I think the comparison you made on the price of a Big Mac speaks volumes. My LATAM friends tell me that eating at ARCO is very expensive reserved for the upper classes...., not the same as dining on a Big Mac here in the US.
    Mar 13, 2013. 12:55 PM | Likes Like |Link to Comment
  • Small Telcos And Their Dividends: Part 2 [View article]
    Informative article Phillip..., I applaud your for following these "mini" Telco's. All that you mentioned are candidates for mergers, acquisitions, etc. I would suspect when Bob Curry and Dick Lumpkin at CNSL finish digesting SUREWEST they will be looking at someone else...I.e. ... HTCO, SHEN...? PS: That's why Dick Lumpkin renamed his company CONSOLIDATED TEL...
    Mar 7, 2013. 04:27 PM | Likes Like |Link to Comment
  • Accounting Lessons From Corning [View article]
    Bravo! Your patience shall be rewarded. very good article. BAX
    Mar 6, 2013. 04:29 PM | 5 Likes Like |Link to Comment
  • Petrobras Currently Represents Value For Investors But Is Still High Risk [View article]
    CV: As usual..., A well researched and thought out thesis. I agree (as do many SA authors I've talked to recently)PBR has to much Rouseff BAGGAGE! . I would rather put my $$$ on OXY(another company that you recently did some fine research on..). Appears there's "mucho" potential with OXY without "the baggage". I do have a question. I understand that automobile fuel(gas) sells for the equivalent of $5.00US a Gallon in Brazil. At that price.., why isn't PBR making money? (I'm sure that CVX's and XOM's operating expenses are half again that of PBR's.). BAX
    Mar 5, 2013. 06:52 PM | 2 Likes Like |Link to Comment