Investopedia: Post-Robbery, Repsol Still Has Promise

This has been Repsol's (OTC:REPYY) annus horribilis, as the Argentine government's decision to steal YPF (or "nationalize"/"expropriate", if you prefer) walloped the stock and forced Repsol's management to re-evaluate the company's core operating priorities and capital structure. While I would never suggest that losing a business as large as YPF is a long-term positive for the company, this restructuring was arguably overdue and Repsol has a lot of appealing production/reserve growth potential.

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http://www.investopedia.com/stock-analysis/2012/Post-Robbery-Repsol-Still-Has-Promise-REPYY-XOM-BP-CVX1003.aspx

Investopedia: Adecoagro Has Taken Its Lumps

Adecoagro (NYSE:AGRO) gives investors direct exposure to the ups and downs of farming, and that hasn't been such a good thing over the past year. While nobody seems to seriously doubt that Argentina and Brazil will be major global breadbaskets for many years to come, results and sentiment have been dented by a significant drought and major political uncertainty in Argentina. Weather-related turbulence is a core risk to this company, but investors who can patiently stay focused on the long-term potential should consider these shares today.

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http://stocks.investopedia.com/stock-analysis/2012/Adecoagro-Has-Taken-Its-Lumps-AGRO-CRESY-CZZ-YPF0614.aspx