TX: Ternium is a huge buy here...

2020년 5월 20일

I think TX shares are likely to benefit from increasing inflation and higher interest rates in their target markets, caused by the huge money printing and govt spending needed to survive the Coronavirus induced recession. As activity picks up, construction in these markets will be a very profitable endeavor, specially as real estate prices tend to go mostly higher due to the terrible combination of high interest rates and high inflation in these EM nations. Additionally, steel itself is likely to go up due to the infinite QE effect over time as well.
Valuation for TX was very attractive recently, and I've been buying it for some time. Currently one of my favorite stock ideas.
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Cheers,

Ivan Labrie.

2020년 6월 1일

매매 수동청산

I would consider reducing exposure to equities overall, but this one might fare well regardless of the risks in US stocks. I'm out for now.

2020년 6월 2일

액티브 트레이드

2020년 7월 4일

노트

I would look into buying back here soon.