Andres Cardenal Blog | Talkmarkets | Page 1

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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1 to 16 of 236 Posts
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Pinterest Down After Earnings: Buying Opportunity
Wednesday, April 28, 2021 11:58 AM EDT
Pinterest stock was crashing by 11% after earnings due to modest user growth guidance. Some kind of slowdown in user growth is natural and to be expected, but the business fundamentals remain as strong as ever.
In this article: PINS Also: SHOP
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Why I Own Palantir Stock
Wednesday, November 18, 2020 1:00 PM EDT
Palantir is a fairly unique business, the company offers both exceptional upside potential and some very singular risks.
In this article: PLTR
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Novocure: A Disruptive Growth Play In Cancer Treatments
Thursday, November 12, 2020 3:01 PM EDT
Novocure stock is in a healthy uptrend, prices pulled back substantially in the second half of October, and the stock then found support near the 50-day moving average around $110 on Nov. 3.
In this article: NVCR
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Growth Stocks Getting Hammered: Buying Opportunity
Tuesday, November 10, 2020 12:43 PM EDT
Monday was a strong day for many sectors in the market due to the news about the Pfizer/BioNTech vaccine. But the gap in performance across different areas was quite staggering.
In this article: AMZN, PYPL, CRWD Also: PFE, QQQ, ZM, BNTX
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MercadoLibre Is On Fire
Thursday, November 5, 2020 12:50 PM EDT
MercadoLibre is delivering accelerating growth and record performance in both the e-commerce and fintech segments. The company is broadening its competitive moat via the network effect and higher logistics penetration.
In this article: MELI
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Fastly: The Bull Case Gets Stronger
Thursday, October 29, 2020 9:28 AM EDT
It looks like Fastly is finally losing TikTok. This is bad news, but it is still a one-time event unrelated to the company and already reflected on expectations. The rest of the business is firing on all cylinders.
In this article: FSLY
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Fiverr: Accelerating Growth And Big Upside Potential
Thursday, October 29, 2020 5:39 AM EDT
Fiverr was facing demanding expectations this quarter, but the company still managed to outperform a high bar. Growth is accelerating and profitability is clearly moving in the right direction.
In this article: FVRR
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Twilio: Sustained Growth Ahead
Tuesday, October 27, 2020 11:41 AM EDT
Twilio delivered remarkably solid numbers for the third quarter, especially at the top line. Dollar-Based Net Expansion Rate was particularly strong at 137%.
In this article: TWLO Also: CRM, GOOG, GOOGL, ZEN
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Etsy Is Positioned For Abundant Upside Potential
Tuesday, October 20, 2020 4:40 PM EDT
Etsy is benefiting from strong tailwinds due to accelerating demand for e-commerce during the pandemic, and management is translating these tailwinds into vigorous revenue growth and expanding profitability.
In this article: ETSY Also: AMZN
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A Bullish Signal For SPDR S&P 500
Monday, October 19, 2020 11:29 AM EDT
The widely followed SPDR S&P 500 (SPY) is caught between cross-currents nowadays.
In this article: SPY Also: AMZN, IEF, RCD, RHS, XLP, XLY
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Fastly: Keep Calm And Be Patient
Friday, October 16, 2020 4:56 AM EDT
Fastly stock is crashing, and this seems more like a temporary setback than anything else. Reduced guidance is probably backward-looking information because of the uncertainty affecting TikTok in recent months.
In this article: FSLY Also: AMZN, TWLO, SNOW
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3 Reasons Why I Own Pinterest Stock
Thursday, October 15, 2020 10:16 AM EDT
Pinterest is building a unique brand in social media. The company has enormous room for growth in both advertising and e-commerce. It is moving in the right direction with accelerating international growth and healthy engagement.
In this article: PINS Also: GOOG, SHOP, FB
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Market Outlook: Forget About Political Noise And Follow The Data
Monday, October 12, 2020 12:45 PM EDT
The market has been dancing to the tune of political developments. The coronavirus stimulus negotiations are having an impact on prices in the short term, and investors are worried about the elections and what they could mean for the stock market.
In this article: DBC, EEM, EFA, GLD, IWM, SHY, SPY, TLT, VNQ
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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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1 to 16 of 236 Posts
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