8 Comments

Why own this over $PXT.TO ?

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For me it’s the taxes. PXT.TO is listed in Canada. Therefore I would have to pay a 25% withholding tax on all dividends and capital gains from the stock. With GPRK, I don’t have these issues. The situation varies greatly from country to country, so you have to do a bit of research to find out, what the situation is for you. Nonetheless, both companies are IMHO great investments.

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I have all 4 of the Colombian stocks you mentioned, I believe once Petro is gone Colombia will be quite ripe for Argentina/Milei type of repricing. Another company I own there is grupo Aval.

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Nice! I agreed and so so many things, that led the market price Colombian equities so low. If just one of them goes away, for example Petro, these stocks are going to outperform. I will have a look at Aval. Thanks 🙏

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What is the dividend witholding tax and from which country?

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I haven’t held Colombian equities long enough to tell you from first hand., But depending on which source you use, you get to a withholding tax of 0-10%. This is of course highly dependent on the tax rate and your country of residence.

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Will link to this post in my Monday EM link collection post. For more Colombia stock ideas, see:

Global X MSCI Colombia ETF Holdings (September 2023) https://emergingmarketskeptic.substack.com/p/global-x-msci-colombia-etf-holdings-sept-2023

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Thanks buddy 🤙

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