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  • Dow Chemical: A Buy As Transformation Accelerates [View article]
    On regard to the sales/employee ratio, we have to keep in mind that Dow employs a lot of contractors and this certainly distorts this ratio.
    Mar 30, 2015. 01:37 PM | 1 Like Like |Link to Comment
  • Garmin: With The Approach Of Apple Watch, An Upgrade Is Unjustified [View article]
    Agree with the author, die hard runners and triathletes will continue to use Garmin, but for everyday fitness enthusiasts, Apple Watch will be an alternative, and many people run with their phones anyway so the will have the "full service" watch
    Feb 20, 2015. 12:24 PM | Likes Like |Link to Comment
  • Are Mexico ETFs Ready For A Rebound? [View article]
    All things considered, the peso devaluation will benefit more than it will hurt and México will also ride the wave of the US recovery, however the GDP figure is very optimistic, México will be lucky to grow at or around 2.5% this year.
    Feb 18, 2015. 12:15 PM | Likes Like |Link to Comment
  • Dow Chemical Earnings Preview [View article]
    Good article overall and investment thesis, however Dow And Exxon are not easily comparable as competitors, even though XOM is integrated into the plastic business.
    Jan 29, 2015. 11:34 AM | Likes Like |Link to Comment
  • Dow Chemical Will Rebound On Earnings Growth, Buybacks [View article]
    As a long term holding DOW is an excellent choice, however as PE prices are currently falling in North America (in spite of extraordinary US growth), I would wait for a pullback before buying.
    Jan 26, 2015. 02:21 PM | Likes Like |Link to Comment
  • Why America Movil Might Now See T-Mobile As An Attractive Acquisition Target [View article]
    Interesting article and thesis, however Slim never buys anything unless is dirt cheap and won´t invest in capex that is very true AMX service in México is awful.
    Jan 22, 2015. 10:29 AM | Likes Like |Link to Comment
  • Is Dow Chemical A Buy Over Eastman? [View article]
    DOW´s plastic business margins may be in jeopardy as the recent decline in oil prices will give competitors higher spreads which may translate into price decline, it remains to be seen what their strategy will be, but lower oil is not good for DOW
    Dec 2, 2014. 11:15 AM | Likes Like |Link to Comment
  • iPhone Surging, iPad Collapsing - Apple May Be Near Its Peak [View article]
    I don´t fully understand what is Michael end strategy but for sure it is entertaining to read his articles and all the response it elicits, he must be making a long term study on investors behavior...
    Nov 19, 2014. 10:35 AM | Likes Like |Link to Comment
  • Why Now Is The Right Time To Buy Dow Chemical Stock [View article]
    Ethylene can be made (cracked) from Natural gas or Naphta which is extracted from oil, most crackers in Europe are Naphta based, hence when oil is cheaper, it gives Dow´s competitors better margins.
    Oct 31, 2014. 12:09 PM | 2 Likes Like |Link to Comment
  • Ecopetrol Looks Attractive At Current Levels [View article]
    As I go back over the article and El Cid Campeador´s comments, they look both prescient and with deep knowledge of EC, former, current employee?, still long but with fear...
    Oct 28, 2014. 01:12 PM | Likes Like |Link to Comment
  • Dow Chemical: A Post-Earnings Buy As The Company's Transformation Continues [View article]
    The best article on DOW of the three or four recently posted, thanks
    Oct 28, 2014. 01:02 PM | 1 Like Like |Link to Comment
  • Dow Chemical - Solid Quarter, But How Much Appeal Is Really There? [View article]
    First, I recommend you proof read your article before publishing it. There are several statements on your article that I believe reflect a poor understanding of Dow´s businesses. As mentioned by the company (and as felt by the markets), the company has been driving up plastic prices with little increases on the cost side. This tendency will continue at least until 2015 and this is the main reason that has been driving the price up, with room for further increases. Long DOW
    Oct 23, 2014. 10:57 AM | 2 Likes Like |Link to Comment
  • Ecopetrol Looks Attractive At Current Levels [View article]
    Good article but you fail to mention two important points on EC, it JV´s, which will add to growth, and the inestability to EC infraestructure (pipelines) due to Colombian guerillas which can affect it. Long EC as a very long term play.
    Sep 15, 2014. 01:20 PM | 1 Like Like |Link to Comment
  • Apple: A Story Of A Buy And Hold [View article]
    I made the sin of switching to Galaxy S3 after my iphone 5 was stolen, and used to jog with it a lot, with no issues or discomfort. (Now I´m back to iphone 5)
    Sep 15, 2014. 11:40 AM | 2 Likes Like |Link to Comment
  • Apple Hasn't Solved The Smart Watch Dilemma [View article]
    Fully agree, have you ever had a Garmin 910 on your wrist?, it is big, ugly, needs recharging everynight, and won´t do half the things the apple watch will do.
    Sep 10, 2014. 11:47 AM | 1 Like Like |Link to Comment