Andres Cardenal | TalkMarkets | Page 3

Andres Cardenal

CFA Economist, financial analyst, columnist
Entrepreneurial, analytic and independent thinker, with a passion for communication and education about economic markets and investment ideas. Investment manager and consultant.
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33 to 48 of 255 Posts
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Redfin: A Disruptive Growth Play In Real Estate
Sunday, October 11, 2020 3:41 PM EDT
Technology is transforming industries such as communications, entertainment, enterprise management, and commerce. The real estate sector is now poised for disruption, too, and Redfin​​ could benefit from exponential growth opportunities due to this.
In this article: RDFN Also: Z
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3 Reasons Why I Own Amazon
Tuesday, October 6, 2020 8:56 AM EDT
Amazon has crushed the market in the long term due to the company's rock-solid competitive strength in a high growth market.
In this article: AMZN
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A Good Time To Buy Ishares U.S. Home Construction ETF
Monday, October 5, 2020 7:39 AM EDT
The supply and demand dynamic in housing is aggressively bullish. The iShares U.S. Home Construction ETF is breaking away to all-time highs and delivering outstanding relative strength.
In this article: ITB Also: LEN
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3 Powerful Growth Stocks Driven By The Network Effect
Friday, October 2, 2020 7:20 AM EDT
Facebook, Square, and MercadoLibre are three leading growth stocks driven by the power of networks. These three companies are well-positioned for sustained growth over the years ahead.
In this article: S, MELI, META
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Wix Stock Down 20%: Buying Opportunity
Tuesday, September 29, 2020 5:49 PM EDT
Wix is in the right place at the right time. The company has a proven track record of execution, generating consistent performance over the long term.
In this article: WIX
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CrowdStrike: Powerful Business Model And Strong Execution
Saturday, September 26, 2020 12:52 PM EDT
CrowdStrike​ is a growth leader in cybersecurity; the company has a great business model, outstanding execution, and abundant room for further growth in the years ahead. The upside potential is clearly attractive for long-term investors in the stock.
In this article: CRWD
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The Credit Market Is Sending A Bullish Signal For SPY
Tuesday, September 22, 2020 11:59 AM EDT
The widely followed SPDR S&P 500 (SPY) is at a critical juncture.
In this article: SPY Also: HYG, IEF, TLT
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QQQ In A Correction: Buy The Dip
Monday, September 21, 2020 7:26 AM EDT
After a long period of outperformance, the Invesco QQQ ETF is going through a sharp pullback. With prices breaking below short-term support levels, investors are wondering if this is just a correction or a new bear market for QQQ.
In this article: QQQ Also: AAPL, AMZN, GOOG, MSFT, SPY, META, GOOGL, TSLA, INTC
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Nvidia Buys ARM: Outstanding Move
Wednesday, September 16, 2020 1:38 PM EDT
The deal makes a lot of sense from both a strategic and financial perspective.
In this article: NVDA Also: SFTBY
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Fastly And The TikTok Drama: Be Greedy When Others Are Fearful
Monday, September 14, 2020 8:08 AM EDT
Fastly stock is down by 35% from its highs of the year due to the uncertainty surrounding the TikTok situation.
In this article: FSLY Also: ORCL
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HubSpot Is Positioned For Attractive Returns
Thursday, September 10, 2020 10:14 AM EDT
HubSpot provides a superior solution to online marketing and consistent sales growth over the long term. The company has a proven management team and a solid track-record of financial performance.
In this article: HUBS Also: CRM
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DocuSign Crushes: Buying Opportunity
Saturday, September 5, 2020 1:53 PM EDT
DocuSign's stock lowered more than 10% on Friday after the company reported spectacular earnings the day before. DocuSign is down by 25% from its highs of the year reached only three days ago, so volatility has been truly breathtaking in the stock.
In this article: DOCU Also: ZS, NCNO
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Snowflake IPO: Opportunity, Risk, And The Big Unknown
Monday, August 31, 2020 10:21 AM EDT
Snowflake has a great business model and abundant potential for growth. Top line growth and retention metrics are outstanding. The company's relationship with the big cloud players and aggressive investments for growth are key risk factors.
In this article: SNOW
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Salesforce.com: Brilliant Quarter And Reasonable Valuation
Wednesday, August 26, 2020 1:46 PM EDT
Salesforce.com has just delivered a brilliant quarter in the midst of a recession. The numbers show how critical the company is to its customers.
In this article: CRM
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Livongo And Teladoc: Undisputed Leadership In The Future Of Healthcare
Monday, August 24, 2020 9:15 AM EDT
Both Livongo and Teladoc pulled back substantially after the merger announcement. However, the market seems to be coming to terms with the idea recently.
In this article: LVGO, TDOC
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Sea Limited: The Long-Term Bull Case Is Stronger Than Ever
Tuesday, August 18, 2020 6:28 PM EDT
Accelerating revenue growth in combination with improving profit margins is clearly good news for investors, and the business is firing on all cylinders across its multiple growth engines.
In this article: SE Also: BABA
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