cdfernan

cdfernan

Start Buying!!!! Future Fed hikes almost priced-in Nice yield Flight to quality active

cdfernan

Great business in a country with great outlook Great fundamentals Great moment (valuations)

cdfernan

USD finishing strong appreciation Trade conflict almost all priced-in Silver price nearing a huge number of companies cash cost

cdfernan

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cdfernan

Short Term Overreaction

cdfernan Updated 

Dont miss next bull trend !! - Rates hiking but still at really low levels. - Nice employment levels - Earnings soaring - Tax cut benefits

cdfernan Updated 

Just too expended. Need a break.

cdfernan

Down trend is ending: - XCUUSD is topping - Elected president cash inflow almost all priced in

cdfernan

Service company for semiconductor industry Expect 10% growth for next years Trading at 15x fwd earnings Services required in winning or losing marketshare companies NANO should be a win win player

cdfernan

Could still rise much more if Guillier wins next week presidential election

cdfernan

XCUUSD at highs FED hike probabilities at lows

cdfernan

Time to buy more Same strong long term fundamentals Next 5 yrs Growth: 10% Forward PE (2018): 13x

cdfernan

Expensive Macro dont help Even with Fed dovish policy

cdfernan

Expensive Macro dont help Even with Fed dovish policy

cdfernan

Keeps great forward forecast Trading at 9x fwd PE

cdfernan

Another great entry point for a short term trade

cdfernan

The cheaper the better

cdfernan

Over reaction