Business opportunities in Cuba?

[VersaillesinNY]

Seabord [sEB] will benefit from a normalization. Any other thoughts from the Democrats & Republicans on the Board :)?

 

Cuba’s Half Century of Isolation to End

http://www.bloomberg.com/news/2014-12-17/obama-to-announce-u-s-cuba-relations-shift-as-gross-is-released.html

 

Leon Cooperman on his vist to Cuba

http://video.cnbc.com/gallery/?video=3000339967

 

Ana Montes did much harm spying for Cuba. Chances are, you haven’t heard of her.

http://www.washingtonpost.com/sf/feature/wp/2013/04/18/ana-montes-did-much-harm-spying-for-cuba-chances-are-you-havent-heard-of-her/

[VersaillesinNY]

Mark Mobius on investing in Cuba - Feb 17, 2015:

http://t.co/GTraYHHTTA

[KinAlberta]

I had shares in VOX360 which was taken out by Dundee, so the benefit is now further diluted but it's still one to watch.

 

Sherritt is of course one to follow.

 

On the announcement I quickly traded CUBA and CPA (Copa Holdings) and made a few bucks. CPA is a potentially decent value even now.

[LC]

I believe Americans can now import $100 of Cuban cigars into the US.

 

The story I immediately thought of is a famous city (I forget the name) where people can buy 500g worth of caviar. The Russian mob employed people every day to purchase their share and cross into Russia for the mob to distribute.

[VersaillesinNY]

LC,

 

Are you suggesting to set up the next Cobf meeting at a NY cigar club?

 

[Pelagic]

Not an invest-able opportunity but property lawyers in South Florida specializing in "reclaiming" property for Cuban Americans that was appropriated after the revolution will do well. Whether they achieve results is probably immaterial since the process will be dragged out for years all the while billing their clients.

 

 

[LC]

Haha, if you like cigar bars, my recommendations in NYC are Soho cigar bar (low key) or the Carnegie club.

[KinAlberta]

I had shares in VOX360 which was taken out by Dundee, so the benefit is now further diluted but it's still one to watch.

 

Sherritt is of course one to follow.

 

On the announcement I quickly traded CUBA and CPA (Copa Holdings) and made a few bucks. CPA is a potentially decent value even now.

 

A bit more trivia - Chou has picked up Dundee.