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Strategies & Market Trends : Ride the Tiger with CD -- Ignore unavailable to you. Want to Upgrade?

To: ralfph who wrote (232776)1/8/2014 12:24:16 PM
From: kidl2 Recommendations

Recommended By
Cogito Ergo Sum
LoneClone

  Read Replies (1) | Respond to of 313046
 
Just a thought on the widely used term “country risk” using the two countries mentioned, Nigeria and Argentina. I think it’s a mistake to throw these two countries into the same “country risk pot” without quantifying / qualifying the specific risks. I would argue that the actual risk level in Nigerian is quite low as the situation, as bad as it may be, is fairly constant and thus quantifiable whereas the situation in Argentina is in constant flux and thus virtually impossible to quantify.



The devil you know versus the devil you don’t know ...



To: ralfph who wrote (232776)1/8/2014 11:42:07 PM
From: 31Floors  Read Replies (2) | Respond to of 313046
 
Fortunately ralph, I don't think it's a prerequisite to have people jumping up and down as a prerequisite to talk about it, on the Tiger thread. Just talking aloud and batting ideas around and I think constructive poo - pooing is part of the deal. Actually I think the fundies are aligned really well, given the company being not discussed and the country. :)



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