CX: Interesting monthly and quarterly signals

2017年6月30日

CX is an interesting company here. I have liked the negativity surrounding Mexico, and emerging markets since Trump got elected, now we have a solid breakout on strong volume, and a potential monthly and even quarterly uptrend taking off from here.
CX has had strong growth in the past quarter and year, I think it can be a solid performer going forward. Management efficiency has been high, when compared to the average of the past 5 years.
Fundamentals are solid, with a decent 5.9% earnings yield, 15% free cash flow yield, this company might be a great value play going forward.

Cheers,

Ivan Labrie.

2017年7月3日

交易進行

It's on...

2017年7月4日

註釋

Very strong action, I expect immediate follow through, this is a gigantic breakout...hope someone took it with me at the open today.

2017年7月11日

註釋

2017年7月18日

註釋

$C managed to make CX drop a bit, but it's only a temporary drop...I will be adding to longs gradually.

2017年7月20日

註釋

finance.yahoo.com/news/mexicos-cemex-signs-4-05-224152569.html

Adding pay off, maybe $C were in the know about this debt refinancing deal...hehe.

2017年7月20日

註釋

paid off*