YPF - buy
The thesis in one line is: YPF's costs are in pesos, but its revenues are in dollars. The Argentinian peso has been crushed past few months. Argentinian assets are unpopular; for example, YPF is down 30% in 4 months. If sentiment towards Argentina improves, the stock goes up, but if it doesn't, while the peso is down YPF generates windfall profits.
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