A Value Investor On Investing In Cuba

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5NATALI_MARTINEZ1

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As anyone who has met me knows that I am half Cuban.

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Once you go Cuban, you NEVER go back. (A joke!).  However, there are two sides (of many!) to Cuba.

GranmaMyth1

http://www.bridgescuba.com/ I know the founder and he knows the many sides to Cuba. He can help make your trip more authentic and interesting.

INVESTING IN CUBA

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Cuba

We last spoke about SELLING THE RALLY in CUBAhere: http://csinvesting.org/2014/12/17/sell-the-rally-cuba/. It doesn’t take investing brilliance to sell hype over reality and a 50% premium to the underlying assets.

Investing in Cuba: Opportunities Develop (BARRONS)
There haven’t been big breakthroughs since U.S.-Cuban relations were re-established. But investors should be aware of smaller signs of progress.

By DIMITRA DEFOTIS    November 21, 2015       Emerging Markets

In Cuba-U.S. relations, so much has changed in 2015. For U.S. investors, however, things have stayed much the same.

It’s been nearly a year since President Barack Obama and Cuban President Raúl Castro announced warmer relations. The U.S. removed Cuba from its list of state sponsors of terrorism. But Cuba still has a Marxist-Socialist economic model, a two-tiered currency system that favors locals, and no stock market.

What investors have, for now, is improved diplomacy: After a year of tense negotiations, Cuba is home to a newly opened U.S. embassy in Havana, and it opened its own embassy in Washington, D.C. More flights and mail between the countries could be imminent.

Still on the books: a trade embargo by the U.S. that may not be lifted ahead of the 2016 U.S. presidential election. Those who want the embargo lifted hope a Democrat wins the White House in 2016. Republican presidential candidate Marco Rubio, a Cuban-American from Florida, has promised to undo Obama’s Cuba detente.

 

Full article here

Editor: Cuba will move forward but mostly after the Castro Brothers are gone. You can make a lot of money from a small base but you have to do it in the Black Market (about 60% of Cuba’s economy).

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1 COMMENT

  1. Hi- I was wondering who wrote this piece–my website was mentioned and the author said they know me so I was curious! Thanks for the mention!

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