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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Shane M who wrote (42608)	5/12/2011 10:44:39 AM
From: Jurgis Bekepuris	Read Replies (2) \| Respond to of 78465

Shane, Overall, I like your portfolio, it is possibly closest in spirit on SI to what I invest into. ;) TEO - I was not aware that they are planning to suspend/lower dividend. This might not go well :/ Also dividend suspension is talked about in other Argentine companies as government intervention of giving more money to employees and less to shareholders. This may not be good. :( I agree that USD is weak and there's a high "chance that the dollar gets weaker over time vs. most world currencies". However, Argentine peso is one of the currencies that might be even weaker than USD. They have a long history of devaluation. :( Of course, the future may look different from the past, but so far I see no indication of that. I just can't figure where the right energy play is. - oil E&Ps have been a great play so far. However, most of them are too expensive now, so it's not as good as it was a year or two ago. If oil crashes to $60-70, we may have great bargains again. Alternatively, you could buy supermajors, but they carry a lot of refining/chemicals/etc. baggage. I have not seen much that I like in solar or nuclear. LHCG - even assuming medicare is fine, IMHO it is expensive. So pass for me. ;)