TX: Ternium is a huge buy here...

2020年5月20日

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.

2020年6月1日

手動結束交易

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.

2020年6月2日

交易進行

2020年7月4日

註釋

I would look into buying back here soon.