Telecom Argentina S.A. Message Board
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Whatever; go trade something...
Sentiment: Buy
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Long term; depends on the individual (for me; 10 to 15 years.)
You bought in 2010 (so what; that's only 2 years ago.)
Noone; & I do mean noone, is able to cop the bottom on an issue.
The company is obviously going through a transition period.
They are; however, the worlds largest generic drug manufacturer.
If you don't believe in the business & its management; sell & take your loss.
If you do believe; take another dip & average down (depends on your risk tolerance & your horizon.)
I like company's with a margin of safety & I believe at these prices; TEVA has a small one based on DCF & a large one at intrinsic value.
Everyone makes mistakes & I am not immune to them either but overall; great decisions make up for poor ones (if you maintain a disciplined strategy of analysis & purchasing.)
Out of every 10 issues I've invested in over the past 2 decades; 2 have been losers, 2 have been stellar & the rest have paced the market (+/-)
Read: Philip Fisher & Ben Graham (everything they've done) & then develop a rigid & disciplined philosophy & stick to your guns.
You will be right & you will be wrong but you will also be comfortable when you retire.Sentiment: Buy
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For a day trading tool like you; yes I can see how 10 years would seem a long time.
I'm surprised you're able to use "rich" in a sentence as attaining any semblance of the word would obviously be a stretch for you.Sentiment: Buy
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huh?
Sentiment: Buy
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I think that's the problem with most so called investors.
Inability to unclench...
Investment = Long Term (speculators can day trade their lives away)
If the thesis is right then eighths & quarters don't matter.
Neither does short term market sentiment since intrinsic value reflects eventually!Sentiment: Buy
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The stock gets left in the dust while the company continues to perform.
Forget about the stock & look at the company.
Read Philip Fisher & Ben Graham or have a miserable retirement...Sentiment: Buy
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You are truly a confused/conflicted individual.
A washy washy investment philosophy will reward you poorly...Sentiment: Buy
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Intrinsic value always wins over short term market sentiment!
I added a bit today too & will add more if it dips again.
10 years later = Solid Gain!Sentiment: Buy
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I'm confused & it appears as though you are too.
Are you a "pathetic TEVA cheerleader" or just another troll?Sentiment: Buy
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It's odd that he practically blew Philip Frost on the show & now he trashes TEVA.
I guess Frost didn't call him after their little love fest & he feels jilted!Sentiment: Buy
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How can you make a case against the worlds largest generic pharma in the face of the so called patent cliff?
I know; I know, Copaxone (old news & already priced in...)
I do not believe these guys are just sitting on their hands here.
I hope Cramer's little rant sends TEVA sub $30 so I can average down (don't expect much of a move sub $37 though since TEVA is already being ignored by the market.)
Anyone else with a 10 year horizon on TEVA?Sentiment: Buy
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I own AFL at $40 & change & still consider it a strong buy for my 10 year horizon.
I wish the talking heads would start whining about long term low interest rate environments & their affects on the investment portfolios of financials like AFLAC.
I'd load up the truck sub $40!
10 years from now the psychology/psychosis of the markets will skew in favor of AFLAC.
(Buy into irrational fear & sell into greed - 1 or the other is always available somewhere in the market)Sentiment: Strong Buy
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OGXPY I'm NOT selling 1 share. I'm not giving my shares away for free. Holding LONG & STRONG
by schoolboystocks •Apr 4, 2013 12:27 PMOnce again; your ignorance shines through...
Think Brasilian Portuguese burro!Sentiment: Buy
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I'm in with a 10 to 15 year horizon on STO.
I believe it present a better value than CVX, COP & all the others...
No short term gains to be had here but as stream of income for a retirement 10 to 15 years from now; IMHO buy!Sentiment: Buy
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OGXPY I'm NOT selling 1 share. I'm not giving my shares away for free. Holding LONG & STRONG
by schoolboystocks •Apr 4, 2013 12:27 PME talvez voce nāo pode fazer amizade; rapaz...
Sentiment: Buy
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OGXPY I'm NOT selling 1 share. I'm not giving my shares away for free. Holding LONG & STRONG
by schoolboystocks •Apr 4, 2013 12:27 PMFriends of yours?
I work here & am friends with quite a few Brasilians who work for OGXPY & they've heard nothing of this.
Substantiate your statement LumaRumor...
I'm grabbing more today & waiting for FPSO arrivals & subsequent production increases!
$10 by next Spring...Sentiment: Buy
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If the reserves are there; maybe the well design is flawed.
Need to bring in some stim techs.Sentiment: Buy
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Don't even try to understand his position...
LumaLoser! -
LumaPutz still doesn't even know how to spell Brasil; let alone evaluate equities!
Sentiment: Buy
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I agree...
The statement you mention shows a disconnect from reality.
How can we expect a guy like that to manage interest rate risk?
However; what bothers me most is the misalignment between the stated goal of value enhancement for customers, employees & shareholders, against actions like increased salaries for poor performance.
Empathy Initiative my hind end; this BOD has no empathy for anyone except themselves.
Most of my investments are in companies I'd like to own forever.
In this case; the position is so small that I'll let it ride as a spec.
I believe the market is still averse to financials & they love a good dividend.
If & when a divvie increase shows; there will be a pile on here & I'll take my meager profit & put it in AFL or one of the others on my watch list (with stable & trustworthy management) which is fairly priced at the time.
I just can't picture Charlie Munger eating lunch with this guy & enjoying it...
Unless of course he enjoyed slicing the dumb SOB with that sharp tongue of his!Sentiment: Hold