cdfernan

cdfernan

Good time to buy: - Rates movement estimates - Copper prices at higher levels

cdfernan

Value Stock Fwd PE: 8x Should be trading at least 12x earnings Next years growth: 3 to 6%

cdfernan

Fwd PE: 14x Anual Growth: +10% At least 8% anual stock return for several years Great chance for a big rebound

cdfernan

Not much room for more upside Just AAPL earning release could make it soar a little more

cdfernan

Undervalued! At least 9% long term return Nice chance to buy a 10x 2018 earning company, growing around 10% for the next years. Biopharma sector should be trading around 14x earning with growings around 3,5% a year.

cdfernan

Oversold! Will keep growing no matter what Amazon (AMZN) do Nice valuation (8,7x 2018 earnings), for a mid single digit growth company (Till 2016 used to be a +10% growing company) Nice boutique company. Margins more easy to defend. People like going to store for this kind of apparel, jewelry, accesories and gifts. Amazon cant penetrate to much here.

cdfernan

Oversold! Biggest sport reatiler in US, with more store openings ahead Will keep growing no matter what Amazon (AMZN) do Nice valuation (9,2 x 2018 earnings), for a mid single digit growth company. (Could be upper single digit without AMZN pressure) Sport industry: A great place to be PLUS: Like WFM, could also be an interesting target for Amazon. Distribution...

cdfernan

Fed interest rates wont go to much higher Yellen testifies on wednesday and thursday Get ready to short

cdfernan

Reiterate buy with mayor discount

cdfernan

Great growth despite economy. Still tiny company operating in a huge market. AMZN or BABA cant penetrate as they would like in clothing segment. Great future ahead Nice valuation for a 2 digit growing company

cdfernan

Great chance to buy near cash cost + capex

cdfernan

Only Nasdaq or QQQ did fall

cdfernan Updated 

At least short term pullback

cdfernan

At least great short term oportunity

cdfernan

Warning. Correction may come around this levels

cdfernan

Wait and see: - Price action - Geopolitics

cdfernan

At least 670

cdfernan

Almost every event could make rise crudo oil prices. Great discount vs last 6 month prices