Why I believe Portugal looks like a good investment? There are many different ways to approach investment and many investors tend to fiercely defend their style. We have value investors looking for assets that are cheap and great. Momentum managers tend to like companies that aren’t as cheap anymore but have already started trending. Then … More Why do I believe Portugal is an interesting investment opportunity?
Sectors: Generating Ideas NMI, March 2017 Introduction Just like I did with the PMI (here) I’m going to use the ISN NMI report to drill down in order to find out which sectors might be more interesting. The goal is to strat filtering out those sectors that are not really interesting and finding those that … More Sectors: Generating Ideas NMI, February 2017
Sectors: Generating Ideas PMI, February 2017 Introduction Big Hedge Funds and Banks have an army of analysts, this allows then to fully research and understand every single stock in the world. But smaller Funds or Retail Traders do not have this infrastructure. So we need to take short-cuts, use some tricks.One of the best happens … More Sectors: Generating Ideas PMI, February 2017