Andres Cardenal | TalkMarkets | Page 6
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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A Good Time To Buy Alteryx
Alteryx reported earnings on Wednesday, May 6, after the market close. The numbers for the first quarter were clearly strong, but guidance for the second quarter came in below expectations and the company provided no guidance for the full year.
MercadoLibre: Strong Execution And Massive Potential Ahead
No company is immune to the global recession produced by the COVID-19 pandemic, but the online commerce and fintech leader in Latin America is clearly sailing through the storm well.
QQQ: Outperforming In Bull And Bear Markets
For the same reasons that QQQ has outperformed the market in the past decade, the probabilities are that it will outperform the broad market going forward too.
Okta: Strong Growth And Abundant Potential
Okta is a market leader in the much promising sector of identity services. The company was already growing at full speed before the coronavirus pandemic, and it should benefit from accelerating adoption during this period.
GDX: The Bullish Case For The Gold Miners ETF
VanEck Vectors Gold Miners ETF has been on fire lately. The gold mining ETF has gained nearly 16% year to date and is currently trading at new highs for the year.
Amgen Is Attractively Valued
Amgen has delivered big returns in the past year, but the stock is still more than reasonably valued at current prices.
Sea Limited: Massive Growth Opportunities Ahead
Sea Limited is a market leader in online games, e-commerce, and digital wallets in South East Asia. Long term growth opportunities are outstanding, and management is executing well.
Keep Cash And Buy The Dip
Dead cat bounce or the beginning of a new bull market? This is the big question for investors right now. History shows that anything is possible, but it makes sense to be prepared for frustrating price action and sideways volatility.
Vertex Is Positioned For Upside
Looking at the price chart, it is interesting to note that Vertex has a key resistance level at around $250, and it looks like it wants to break above such a level in the short term.
The Best Small-Cap ETFs: IWM Vs. IJR
IJR has outperformed IWM by a considerable margin over the years, and it has done so with similar or even slightly lower risk levels as measured by volatility and maximum drawdown.
Buying Opportunity In Disney
Leaving aside the current economic uncertainty, Disney is one of the strongest companies in the entertainment industry on a global scale. You rarely get an opportunity to buy a world-class business at a discounted valuation.
Why I Bought Square Stock
Square will be materially hurt by the recession, since the company serves mostly small businesses and micro-merchants. On the other hand, Square has an outstanding business model.
How To Protect Your Portfolio By Following The Signals From The Consumer Sectors
The consumer sector is crucial for the economy, and we can gain valuable information about the market environment by following the price action of consumer-related stocks.
DocuSign: An Antifragile Stock In Times Of Coronavirus
The sanitary and economic crisis produced by COVID-19 will have long-lasting effects on society and the economy. Some businesses will recover well from the crisis, while others will suffer permanent and irreparable damage.
Microsoft: Solid Fundamentals And Attractive Valuation
Smart investing doesn't need to be too sophisticated. On the contrary, a simple and straightforward investment thesis can produce superior returns. Microsoft is a solid business that will continue doing well in all kinds of economic environments.
Buying Twilio Stock During The Market Panic
Short-term uncertainty usually creates buying opportunities for long-term investors with a strategic mindset, and Twilio stock looks like a compelling opportunity at current prices.
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