Alejandro Guillú

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  • Are Retired Bank Robbers A Good Investment?

    By Alejandro Guillú - February 14, 2013 | Tickers: EA, GME, TTWO

    Introduction

    The entire world has been waiting for 5 years to buy or rent Grand Theft Auto V. The last time this game was released Take Two (NASDAQ: TTWO) sold 25,000,000 copies and the second largest video game developer Electronic Arts (NASDAQ: EA) tried to buy them for $2 billion or a 67% premium from current levels.

    This article tries to convince you to buy this company for more »

  • Why Santander Will Become the Most Profitable Bank in Mexico

    By Alejandro Guillú - December 20, 2012 | Tickers: BSBR, SAN, BSMX

    Madrid, we have a problem

    Banco Santander (NYSE: SAN) is currently the fourth largest bank in the world by revenues, after BNP Paribas of France, Bank of America and JPMorgan Chase.

    Santander dropped from $12 in January to as low as $5 in August. Investors are a scared about Spain, which is currently the fifth largest economy in Europe, and its over 25% unemployment. Santander has millions of customers in more »

  • Why E*Trade and Other Investment Companies Are Likely to be Acquired by America Movil

    By Alejandro Guillú - December 19, 2012 | Tickers: AMX, BUD, CNO, ETFC, FMX

    The Problem

    America Movil (NYSE: AMX) is the largest company in Mexico by revenue, profits, assets and market value. 

    With revenues of $47 billion only AT&T and 6 others are bigger. With profits of $5 billion only Vodafone and 4 others are more profitable. With assets of $67 billion only Deutsche Telekom and 8 others have more assets. With a market value of $93 billion only Verizon, Telefonica more »