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DewDiligence

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DewDiligence

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Re: semi_infinite post# 4744

Thursday, 04/19/2012 2:32:51 PM

Thursday, April 19, 2012 2:32:51 PM

Post# of 29432
I would avoid YPF at all costs. Non-government shareholders other than Repsol might end up getting nothing when all is said and done.

Moreover, after what happened with YPF, I would avoid any company with substantial fixed assets in Argentina. (Fortunately, MON is not such a company—they sell a lot of seed in Argentina, but they produce hardly any of it there.)

“The efficient-market hypothesis may be
the foremost piece of B.S. ever promulgated
in any area of human knowledge!”

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