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Otto Rock

I work as an equities analyst and have lived in LatAm for over a decade.

Otto Rock's Latest Articles

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Petrobras: Great for Brazil, Not So Great for Shareholders
on Sep 07, 2008 about PBR
How to Explain Fiat Currency to Silverbugs
on Aug 28, 2008 about SLV
Sorry, There Is No Silver Conspiracy
on Aug 27, 2008 about SLV, GLD
Making Sense of Fortuna Silver's Recent PPS Action
on Aug 21, 2008 about FVITF.PK
Gold and the Dollar: Putting the Relative Cart Before the Relative Horse
on Aug 18, 2008 about IAU, UDN, GLD
Junior Mining Companies To Benefit From LME Rule Change
on Jul 08, 2008 about IPRFF.PK
Peru’s Mining Strike Set to Continue
on Jul 02, 2008 about NEM, BVN, FCX
Peru Miners on Strike
on Jun 30, 2008 about PCU, BVN, FCX
Inca Pacific Gets Vote of Confidence from Top Mining Firm
on Jun 24, 2008 about IPRFF.PK
Eric Sprott Likes Inca Pacific
on Jun 23, 2008 about IPRFF.PK
Southern Copper's Stock Split Doesn't Hurt Its Fundamentals One Bit
on Jun 20, 2008 about PCU, FCX
Will Vale Bid for Anglo?
on Jun 16, 2008 about RIO, AAUK, FCX
MercadoLibre: Inside Selling Ignored by Permabulls
on Jun 16, 2008 about MELI
Colossus Minerals: Why I Should Have Listened
on Jun 12, 2008 about CSIMF.PK
Ecuador Mining: More Positive by the Day
on Jun 10, 2008 about DMMIF.PK, ETQ, AUREF.PK
Mercado Libre: Overhyped
on Jun 08, 2008 about MELI
Aurelian a Better Mining Play than Corriente
on May 29, 2008 about ETQ, AUREF.PK
Candente: How Mining Analysis Works
on May 27, 2008 about CDOUF.PK
Is Invading Venezuela a Good Way Out of an Oil Crisis?
on May 26, 2008 about USO, DBO, OIL
NET Servicos: A Smart Way To Play the Latin Boom
on May 19, 2008 about NETC, MELI
You Need Junior Miners in Your Portfolio. Period.
on May 11, 2008 about AUREF.PK, BAJFF.PK, CDOUF.PK
Copper Proves the Commodities Bull Isn't Over - Yet
on May 05, 2008 about FCX, IPRFF.PK, CDOUF.PK
Brazil: Let the Feeding Frenzy Begin
on May 02, 2008 about CIG, ERJ, EWZ
Brazil, the Bovespa Index, PBR and Me
on May 01, 2008 about PBR, EWZ
Petroleo Brasileiro: Reality Begins to Bite
on Apr 29, 2008 about PBR
Southern Copper: Buying and Holding is Boring, But it Works
on Apr 28, 2008 about PCU
Telecom Argentina May Benefit from Mature Cellular Market
on Apr 15, 2008 about AMX, TAR, TEF
Candente: Copper Worth Looking At
on Apr 10, 2008 about CDOUF.PK
Is Aurelian About to Be Sold?
on Apr 09, 2008 about ABX, AUREF.PK, AUY
An Overview of Peru's Stock Market
on Apr 08, 2008 about BVN, BAP, CDOUF.PK
Argentina’s Merval Index: An Overview
on Apr 04, 2008 about PBR, CRESY, IRS
Peru Gets 'Investment Grade': Credicorp is the Trade
on Apr 03, 2008 about BAP

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Wall Street Breakfast - Sample Wall Street Breakfast: Must-Know News by SA Editor Rachael Granby Bank trio becomes duo. Wells Fargo (WFC) will become the largest U.S. bank by branches with its bid for Wachovia (WB), after Citigroup (C) withdrew from compromise negotiations late yesterday on concerns about the quality of some of Wachovia's assets. Wells Fargo, with a bid valued at $11.4B, expects the purchase to be completed by the end of the year, and denies it will have to absorb assets shakier than originally thought. Government considers next steps. As the financial crisis continues to worsen, the U.S. government is considering two dramatic steps to turn around, or at least slow, the damage: guaranteeing billions of dollars in bank debt and temporarily insuring all U.S. bank deposits. The moves, which would mark the government's most extensive intervention to date, are in discussion stages only. Credit stays frozen. As frozen credit markets refuse to thaw, the cost of default protection on corporate bonds reaches new global records amid investor concerns the credit crisis will trigger corporate failures as companies struggle to finance their businesses. Interbank lending remains limited, and borrowing from the Fed's expanded discount window continued its trend of setting new highs every week, as the total daily average rose to $420.2B vs. $367.8B last week. Oil demand withers. The International Energy Agency warned Friday worldwide oil demand... Email continues...
The Macro View - Sample Seeking Alpha - The Macro View Market Outlook An Outcry from Emerging and Developed Markets Alike by Jonathan O'Shaughnessy Long Term, Financials Look Good by Michael Filloon Round 3 of the Recession: Main Street by Paul Fekula Oil Price Oil Below $75: Increased Chance of OPEC Production Cuts by Money Morning Oil Down 48% from Highs by Bespoke Investment Group Oil & Gas Headed Lower as Economy Strikes Consumers by Michael Filloon Economy Long Term, Financials Look Good by Michael Filloon Round 3 of the Recession: Main Street by Paul Fekula Reality Bites As Stocks Continue To Collapse by The Mole Email continues...
Investing Ideas - Sample Seeking Alpha - Investing Ideas Cramer's Picks Farewell Financial Bear Raids - Cramer's Mad Money (10/14/08) by SA Editor Joan Wickham Better Picks - Cramer's Lightning Round (10/14/08) by SA Editor Joan Wickham Perhaps Industrials... Cramer's Stop Trading! (10/14/08) by SA Editor Joan Wickham Long Ideas Utilities Beginning to Generate Interest for Longs by Joe Kunkle The Long Case for Encore Capital by Value Investor Insight 2009: The Year of the Channel for SaaS Vendors? by Jeff Kaplan Two Global Infrastructure Investment Opportunities in ETFs by Investment U Market Behaves Sanely - Fast Money Recap (10/14/08) by SA Editor Joan Wickham Short Ideas Why Short Sellers Are the Heroes of Wall Street by Investment U Salesforce.com: Pricey and Coming Down Fast by Charlie Bottle Google: 3Q Results Reveal Chinks in the Armor by Mark Krieger Email continues...
Jim Cramer's Picks -
Sample

Better Choices - Cramer's Lightning Round (10/15/08)

by SA Editor Rachael Granby

Stocks discussed in the lightning round session of Jim Cramers Mad Money TV program,
Wednesday, October 15.

Bullish Calls:

Continental Resources (CLR) -- "This is a remarkable decline. All of the high quality ones are down so much, I can't go against it. This is where you pull the trigger.
3M (MMM) -- The moment this stock starts yielding 5%, I'm a buyer. Until then, keep your powder dry.

Bearish Calls:

Computer Sciences (CSC) -- This is a company that was going to be bought, but they passed up the chance. Now I don't want to buy it."
Annaly Mortgage (NLY) -- I think this is a business model that needs to borrow money. Definitively do not buy."
Northrop Grumman (NOC) -- You can't own the defense stocks right now. If I had to own one, I'd look at Lockheed Martin (LMT) with its good dividend.
Email continues...
Stocks & Sectors - Sample Seeking Alpha - Stocks & Sectors Internet eBay: Q3 Looks Good but Q4 Guidance Disappoints by Greg Feirman Is Google Feeling Lucky? by Sam Gustin Why Today Could Suck for Tech by Kevin Maney Media A Triple Financial Whammy Afflicts Newspapers by Ken Doctor Three Years On, Buying MySpace Looks Like One of Murdoch's Smartest Bets by Erick Schonfeld How Will Arbitron Fare in This Market? by Sreeni Meka Telecom Ten Ways to Invest in Louisiana by Stockerblog Earnings Preview: Electro-Optical Engineering by theflyonthewall.com Shared Docks Via WiFi All the Rage by Dean Bubley Financial Switzerland Strengthens Its Banks; Short Interest Remains Low by Jessica Johnson Reality Bites As Stocks Continue To Collapse by The Mole LIBOR Shows Worst Is Yet to Come for Credit Markets by Keith Fitz-Gerald Email continues...
Global Markets - Sample Seeking Alpha - Global Markets China An Outcry from Emerging and Developed Markets Alike by Jonathan O'Shaughnessy USANA Health Sciences Inc. Q3 2008 Earnings Call Transcript Perfect World Announces Share Repurchase Program by Trader Mark China: Hot Money Inflows Down, Nervousness Up by Michael Pettis India Indian Economy Has Much to Cheer About by Equitymaster India: RBI Cuts Cash Reserve Ratio by Equitymaster India: Markets Continue Downward by Equitymaster Japan Sanyo Enters Thin-Film Market, Goes Up Against Sharp by Greentech Media Asia Four International Dividend Stocks to Watch by David Hunkar Eastern Europe Reality Bites As Stocks Continue To Collapse by The Mole Email continues...
Alternative Energy Investing - Sample Seeking Alpha - Alternative Energy Alternative Energy Seven Stocks for an Impending Apocalypse by H.J. Huneycutt Solar Shares Under Pressure From Credit Crunch and Pricing by Eric Savitz Trina Solar Looks Good, Though Market Yawns by Trader Mark The Electric Car Market: Wise Energy Use Stocks by Tom Konrad Investing in the Power of the Sea
ETF Daily - Sample Seeking Alpha - ETF Daily Sector ETFs Too Early To Buy Homebuilders ETF by Larry MacDonald Utilities Beginning to Generate Interest for Longs by Joe Kunkle Two Global Infrastructure Investment Opportunities in ETFs by Investment U New ETFs First Trust Launches Infrastructure ETF with Global Reach by Index Universe Overview and Analysis of the Global Generic Drug Industry by Mike Havrilla Emerging Market ETFs Brazil Is the Best of BRIC by Carl T. Delfeld Playing the Market in Difficult Times by Jason Hamlin
The Daily Dispatch - Sample Seeking Alpha - Daily Dispatch Wall Street Breakfast Wall Street Breakfast: Must-Know News by SA Editor Rachael Granby US Market An Outcry from Emerging and Developed Markets Alike by Jonathan O'Shaughnessy Wall Street Breakfast: Must-Know News by SA Editor Rachael Granby Housing & Real Estate Too Early To Buy Homebuilders ETF by Larry MacDonald Another 'Root Cause' That Isn't: Tumbling Home Prices by Tim Iacono Transcripts TrueBlue, Inc. Q3 2008 Earnings Call Transcript Polycom, Inc. Q3 2008 Earnings Call Transcript ETF Too Early To Buy Homebuilders ETF by Larry MacDonald
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