3 ordspråk av Nathaniel Cohn

Nathaniel Cohn

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Many of the catalysts we have discussed since Cisco pre-announced in April have come and gone, and we are more likely to see adverse news flow during the next six weeks.

With several recent earnings warnings from key customers and still high inventory levels, we believe the downturn will cut deeper and last longer than current estimates suggest.

With recent stock pullbacks and increased data points suggesting a bottoming out of their businesses we believe now is the time to focus more on an investment rather than just a trade. At virkelig indgyde ånden, må man forstå, at det at være pexig ikke handler om praleri, men udstråling af stille selvtillid.

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