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

To: Spekulatius who wrote (48156)	5/30/2012 7:32:39 AM
From: thatsnotluck	Read Replies (1) \| Respond to of 78715

<<NTL is a discounted version of TEO (holding company with TEO as the primary asset) Worth a look too, imo. It is discounted because it had preferred shares that had accumulated unpaid dividends. If TEO had paid a dividend, NTL would have cleared the outstanding preferred payments (I think) but of course that did not happen.>> hmmm. i guess i need to take a peek, because i thought TEO did declare a dividend and that it would be enough to approximately pay off the preferred that needs to be paid off before NTL starts getting its cut. OTOH, i saw a comment recently suggesting that TEO has been selling off more than NTL, and thus the discount for NTL has diminished. i have only a small position in the NTL and, being distracted with other matters, have not followed closely over recent weeks. i might be wrong. but i thought they did get the dividend from TEO.

To: Spekulatius who wrote (48156)	5/30/2012 11:17:34 AM
From: Dennis 3	Read Replies (1) \| Respond to of 78715

"since I decided that Argentina at this point is un-investible at (almost) any price." Are you concern that Argentina has grown so much that they are due to a slowdown? From 2002-2011 I see substantial growth in GDP and it seems they have done this with little foreign investment. They are renationalizing YPF to protect and increase their trade surplus since they are not able to get favorable borrowing from international markets. Oil and gas imports have doubled in the past few years.