Turro's Discussions - Simply Wall St

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Turro

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Member since 2021

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Foolish investor trying to live off dividends

https://linktr.ee/Turrosky

IVVPESO ISHRS·3 days agoIVVPESO (iShares S&P 500 Peso Hedged TRAC)

La única desventaja verdadera de este fondo, es el alto gasto de administración de 0.49%. Está a un precio excelente para iniciar a invertir en el S&P500, pero a mi parecer, lo recomendable es mantener una posición de mediano plazo (1 a 3 años), y vender antes de que los costes comiencen a afectar el desempeño de manera significativa. Yo estoy planeando vender mi posición acumulada próximamente, para ponerlo en algún otro fondo del S&P con menor gasto administrativo.

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ARA *·3 days agoMexico Housing Slowdown Will Constrain Home Sales But Spur Adaptation

My biggest issue with home builder companies in Mexico is Banxico's high interest rate. With the expectation of the Fed rising theirs this year, it wouldn't surprise me if any another rate hike discourages banks from giving out affordable fixed rate mortgages, and thus harming the companies cash influx in the short term. I don't believe ARA can reach the most bullish estimates unless there's some kind of governement intervention to support mortgage lending nation wide. While the company has performed well thus far, I sold my position on this company with a decent 22% appreciation after holding it for a few years.

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PLTR·9 months agoA Company With Sky-High Multiples and Zero Debt: The Numbers Tell a Very Different Story.

Their balance sheet is what keeps me invested in this company. Sure, the valuation is high, but so is apple's and tesla's. Their debt is basically none, something other way older and well established players like IBM and hewlett packard dont have. I also think that the contracts they have secured will stay there for decades, their cashflow will just keep increasing with hardly any increase in expenses. Even if the price falls lower than your valuation, I'll still feel comfortable holding this stock for the long run.

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