SeoDealer

I'm making this thread for all of GFY members,in which those with experience in investing should post investment analyzes and suggestions,while those unexperienced can simply read,use and learn.

The most important investment opportunities in the next period are based on the following: The fact that the USD will fall even more, especially as a result of economic stimulus.

1) The most important aspect of the economic stimulus is that it'll allow the growth on stocks to continue, but especially on those that still offer growth opportunities and value (most of them are quite expensive, especially in terms of P / E).

-The most recent investments, or additions, made by me and my team are in:

BABA, which fell 30% due to Chinese politics, but the financial data had improven, so we can only consider this as a discount.
JD, which is similar to BABA, but with slightly better financial data,this taking in account the price. It also has a much better growth rate in recent years,even surpassing BABA in revenue. JD is part of the stocks suggested by us in 2017, the respective positions are still open, at the moment we have only increased the number of shares.
AMZN, in which we are increasing our position. As usual, it is the main pillar of the portfolio, this since 2017. It has increased over 300% since the moment of our analysis. It is even considered a 'safety asset' given the categorical way in which it dominates, so any rather significant drop (-10% +) is considered an opportunity. Based on our analysis, the value of 3800 should be exceeded quite easily this year, probably a target of 4000 is excellent.
FB, we consider it to be the second safest investment,also quite a 'safety asset'.

CLW, FDX, BBY, CVCO, FISI, QFIN, DHI are the latest companies in the portfolio, all of them are excellent in terms of price / value. We recommend them, being the best companies based on our selection criteria.


Sell on cinema-owner companies (due to the recent decision to prioritize streaming, which has had explosive growth in recent years, especially in 2020). One such company for Sell: NCMI !

2) In addition to the fall of the USD, we expect the Australian Dollar (AUD) to continue consolidating in the long term.

-So it's an excellent long-term buy on AUDUSD. Other suggestions would be to sell on EURCAD & GBPAUD when they reach an even more important point ..close to previous highs.

3) Crypto Buy: The fall of the USD is correlated with an increase in crypto, some coins being a form of security asset. The difference between now and the beginning of 2018 (crypto bubble) is that the volumes are much higher, many more investors, including institutional and for almost 1 year the crypto market has started to be extremely similar to the normal financial market, finally being based on companies not on the 'currency' itself, so the factors of financial thinking and 'real business ways' are respected, especially from a project-investor relationship.

- Current investments in crypto: ETH (Ethereum), ADA (Cardano), LINK (Chainlink) and XTZ (Tezos). The position on ETH is already at 40% profit, so if it can be considered that the good time to invest has passed, then it is good to know that LINK, ADA and XTZ are still at good prices, namely 12.1 , 0.18 and 2.02

Sorry if the message is too formal,I just copy/pasted the email given to our subscribers..

I'm waiting for all of you to share financial analyzes and grow this thread for everyone.

Rule number 1(and only) : Never post any suggestion without giving details and explanations(so with an analysis) !