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embryorambo

embryorambo
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  • Russia Looks Attractive [View article]
    Well written, there is far more upside potential at todays prices then downside in the long term. Compare RSX to SPY over next 10yrs i think RSX will win in a landslide
    Apr 4 11:32 AM | 3 Likes Like |Link to Comment
  • Q1 Is Over And It Is Time To Review The Bidding  [View instapost]
    Short CP? Seems more oil then ever is traveling on their rails no? the rest of your calls i like very much
    Apr 2 10:19 PM | Likes Like |Link to Comment
  • Buy Petrobras: Why This $10 Oil Stock Bargain Could Once Again Be Trading For $50 In 6 Years [View article]
    Great article but Gazprom (OTCPK:OGZPY) has simliar gov intervention/ownership and trades at a pe of 2 right now. Meaning Petrobas could half from here and be more expensive on a comparative basis.
    Mar 19 02:33 PM | 3 Likes Like |Link to Comment
  • Gazprom's Khosrazchyot Or Who Depends On Whom? [View article]
    Not many companies earning 20% more then Exxon that trade at 35% its market cap. PE is already near 2, be hard pressed to get lower if oil stays at 100 and they sell their gas around 10. And in Europe the gas price is linked to the price of oil unlike the states. Their pipeline network is huge, they are largest MW producer in Russia ahead of Hydro and they own a vast network of just about everything related to the global hydrocarbon trade. the last 5yrs the political situation has been pretty constant, yet their PE went from 6 down to 2...Seems like far more upside remains then downside from this waypoint
    Mar 18 06:07 PM | Likes Like |Link to Comment
  • Global High-Yield Dividend ETFs [View article]
    Any thoughts on buying PFF? Preferred shares pays monthly divi around the same yield, and has very stable share price? I own it instead of bonds
    Mar 18 06:03 PM | 1 Like Like |Link to Comment
  • SolarCity beats by $0.10, beats on revenue [View news story]
    SCTY is pretty much a roofer with a financing arm. really not that incredible of a business and their cost of capital is higher then their return on capital. I would not get that excited about buying a share that has a good possibility of losing 80% of its value in the next 5yrs
    Mar 18 06:00 PM | 5 Likes Like |Link to Comment
  • Is It Finally Time To Buy Petrobras? [View article]
    Agreed PBR has same risk as Gazprom, Gov interference, but both trading at incredibly attractive valuations. OGZPY seems to have more upside, PBR right in line with it. I am buying both, seems the worst is fairly priced in at the moment, while it would not take much to ignite either of the shares.
    Mar 9 04:25 PM | 1 Like Like |Link to Comment
  • Sberbank - Russia's Leading Bank [View article]
    Agreed, if it opens down tomorrow i will be adding, the time to buy is now, the fear is high
    Mar 8 07:31 PM | Likes Like |Link to Comment
  • Sberbank - Russia's Leading Bank [View article]
    RSXJ also compelling, less exposure to energy (RSX 50% energy) and trades at forward PE Of around 3x earnings-That is a yield of 33%-I believe one of the most attractive plays in the index world
    Mar 8 12:13 PM | Likes Like |Link to Comment
  • Sberbank - Russia's Leading Bank [View article]
    I took a position Monday-Agreed Sberbank is not going anywhere and its valuation offers tremendous upside in the next 5yrs
    Mar 8 12:12 PM | Likes Like |Link to Comment
  • Penn West: Expect Little Growth Until 2016 [View article]
    Mr Blair i also was most impressed by that statement as well as the cost to find new oil was down materially.
    Mar 7 02:04 PM | 3 Likes Like |Link to Comment
  • You Call Yourself A Contrarian? Then Buy Russia [View article]
    I agree europe may want to sever its ties if it is able, but China and others will more then pick up the slack as demand continues to slowly rise over time. Someone will want their resources
    Mar 4 11:23 PM | 3 Likes Like |Link to Comment
  • You Call Yourself A Contrarian? Then Buy Russia [View article]
    Agreed now is the time to buy> OGZPY trading at 3x pe. Your yield on cost in 5yrs could easily be north of 10%. Good article i bought Russia Monday and will cost average down if this continues
    Mar 4 11:20 PM | 1 Like Like |Link to Comment
  • Morgan Stanley still dreamy over Tesla Motors [View news story]
    So now what are they going to do for the next 3yrs while the factory is being built and model S sales have slowed down? What other stories will they use to continue pumping this thing up?
    Mar 4 04:19 PM | 1 Like Like |Link to Comment
  • Morgan Stanley still dreamy over Tesla Motors [View news story]
    Especially if we start mining cobalt on intergalatic ore bodies
    Mar 4 03:58 PM | Likes Like |Link to Comment
COMMENTS STATS
179 Comments
300 Likes