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PlanMaestro

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Posts posted by PlanMaestro

    off-topic: World Cup

    in General Discussion

    Posted

    I know this is a Canadian board, but seriously, is there no topic about the World Cup yet? At least there are a couple of Germans here, Dutchies, a Mexican and the USA is well-represented. Not sure if Gio is interested anymore :) . I just witnessed a great match, Chile vs. Brazil. Brazil is through, but all in vain. The Dutchies will take this one! Or the Germans - as usual.

     

    Well, some are still in mourning from that weekend. First that damn crossbar and the penalties, only for the next day to see the real flying dutchman. Football is brutal, must be the sport where most often the better team loses.

     

    We, my Chilean-Mexican family, are still trying to find a way to cheer us up.

    Guess Meaning of Mohnish's New License Plate

    in General Discussion

    Posted

    And I think that Barra probably is the right person to make sure that this change occurs.  She's like the Moynihan of GM -- at least, that's the hope.

     

    Not a ringing endorsement some in this board would say (not me as you know).

     

    I actually think Mary Barra is behind the ball. She better start doing a better job.

     

    Why haven't Starbuck's competitors done more damage?

    in General Discussion

    Posted

    Any listed play for Starbucks in emerging market? I know they have partnered with Tata for India entry but that is not pure-play on Starbucks as it also includes Tea and other beverages. Has anyone explored this option of targeting well known brands entering into new markets via listed companies?

    Arcos Dorados Holding Inc comes to my mind. Also remember Coke subsidiary in Greece discussed on the board.

     

    Alsea

    Twitter first Ponzi?

    in General Discussion

    Posted

    If you are in Twitter, you probably have heard of him and the Davian Letter. Fund suspended operations and Twitter account is down.

     

    http://sirf-online.org/2013/07/15/the-erstwhile-hedge-fund-king-of-akron-ohios-very-hard-summer/

     

    @Hedgieguy tended to boast his enviable lazy lifestyle and the "track-record" had a way to show up way too often.

     

    https://www.youtube.com/watch?v=05-Bl4WV91E

     

    His Twitter account celebrated his "successes" with a parsed disclosure of failures to look human. Of course perfect trading usually covered his tracks. All these while battling the industry smidiots and trying to connect to people like the rest of us. Usual stuff.

     

    If true, good job Roddy Boyd. If not true, still a profile to avoid.

    FNMA and FMCC preferreds. In search of the elusive 10 bagger.

    in General Discussion

    Brazil

    in General Discussion

    Posted

    Batista exit from MPX begins breakup of EBX empire

    http://www.reuters.com/article/2013/07/05/us-mpx-brazil-batista-idUSBRE9630J720130705

     

    The main source of cash for the restructuring will be Batista's stakes in MPX and iron ore miner MMX Mineração e Metálicos SA (MMXM3.SA). As of May 21, Batista owned 29 percent of MPX and 57 percent of MMX, according to Thomson Reuters data.

     

    MMX on Thursday suspended operations for six months at its high-grade iron ore mine in Corumbá, Brazil, near Bolivia's border. The suspension is an effort to preserve investors' capital, according to a securities filing.

     

    "These assets (MPX and MMX) are cheap compared to their real value," the source said.

     

    Instead, MPX will sell 800 million reais of stock at 6.45 reais a share in a private placement in which Batista, partner E.ON SE (EONGn.DE), a German utility, and BTG Pactual will be allowed to participate, the filing added.

     

    "MPX is the best company in the group and they are working quickly to insulate the company and separate it from the risk associated with Batista's EBX group," said Ricardo Correa, energy company analyst with Ativa Corretora, a Rio de Janeiro brokerage.

    Auto Manufacturers

    in General Discussion

    Posted

    Detroit Seizes Share in First Half With New Buyers

    http://www.bloomberg.com/news/2013-07-03/detroit-seizes-share-in-first-half-with-new-buyers.html

     

    “We live in a time where you can, with a straight face, say the best compact sedan that you can buy in the marketplace is a Chevrolet,” Ed Kim, an analyst with AutoPacific Inc. in Tustin, California, said of the Cruze. “When was the last time anyone could say that and not get laughed out of the room?”

     

    “These are probably some of the best products we’ve seen from American manufacturers since the early 1970s,” said Wolkonowicz, who believes a new generation is embracing Detroit. “Younger buyers are more prone to buy American and one reason is they want to be different than Mom and Dad, who fell in love with Japan Inc.”

     

     

    Brazil

    in General Discussion

    Posted

    Brazil protests: it’s not the economy, stupid.

    http://blogs.ft.com/beyond-brics/2013/06/27/brazil-protests-its-not-the-economy-stupid/#axzz2XvBe2Y6M

     

    Brazilian stocks set to reap protest dividend

    http://www.ft.com/intl/cms/s/0/dfbd80fe-e244-11e2-87ec-00144feabdc0.html#axzz2XvXya2JA

     

    On the one hand, there is the chance that Brazil’s biggest demonstrations in more than two decades could deliver a potential “protest dividend” for listed companies, as demands for better public services leads the government to pour more money into education, infrastructure and public health.

     

    On the other, however, the government could become more averse to passing on price increases to consumers, leading private sector operators of utilities stuck with the bill.

     

    Adding to the uncertainty is a rapid depreciation of Brazil’s currency, the real, against the dollar.

     

     

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