Author Topic: Business opportunities in Cuba?  (Read 3670 times)

VersaillesinNY

  • Sr. Member
  • ****
  • Posts: 273
Business opportunities in Cuba?
« on: December 17, 2014, 10:38:30 AM »
Seabord [SEB] will benefit from a normalization. Any other thoughts from the Democrats & Republicans on the Board :)?

Cubaís 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 havenít 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/
« Last Edit: December 17, 2014, 11:08:47 AM by VersaillesinNY »


VersaillesinNY

  • Sr. Member
  • ****
  • Posts: 273
Re: Business opportunities in Cuba?
« Reply #1 on: February 18, 2015, 08:27:52 AM »
Mark Mobius on investing in Cuba - Feb 17, 2015:
http://t.co/GTraYHHTTA

KinAlberta

  • Sr. Member
  • ****
  • Posts: 365
Re: Business opportunities in Cuba?
« Reply #2 on: February 18, 2015, 09:17:33 AM »
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

  • Hero Member
  • *****
  • Posts: 3093
Re: Business opportunities in Cuba?
« Reply #3 on: February 18, 2015, 09:54:47 AM »
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.
"Lethargy bordering on sloth remains the cornerstone of our investment style."
----------------------------------------------------------------------------------------
brk.b | dis | irm | mo | nlsn | pm | relx | tap | tfsl | vz | wm

VersaillesinNY

  • Sr. Member
  • ****
  • Posts: 273
Re: Business opportunities in Cuba?
« Reply #4 on: February 18, 2015, 10:39:35 AM »
LC,

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

Pelagic

  • Sr. Member
  • ****
  • Posts: 326
Re: Business opportunities in Cuba?
« Reply #5 on: February 18, 2015, 11:30:01 AM »
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

  • Hero Member
  • *****
  • Posts: 3093
Re: Business opportunities in Cuba?
« Reply #6 on: February 18, 2015, 01:17:54 PM »
Haha, if you like cigar bars, my recommendations in NYC are Soho cigar bar (low key) or the Carnegie club.
"Lethargy bordering on sloth remains the cornerstone of our investment style."
----------------------------------------------------------------------------------------
brk.b | dis | irm | mo | nlsn | pm | relx | tap | tfsl | vz | wm

KinAlberta

  • Sr. Member
  • ****
  • Posts: 365
Re: Business opportunities in Cuba?
« Reply #7 on: April 04, 2015, 09:05:37 PM »
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.