RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:Power of EarningsIf anyone is using this board to make their final buy/sell decision, then that probably isnt the best option. Everyone has opinions whether they are good or bad. Digitel does make interesting points and ones that have been echoed very much by all the "talking heads". There is, indeed, a lot of doom and gloom out there. These are unprecedented times, so a comparison with the financial crisis is not the best, but at least a starting point.
Do you own research and generate your own opinions and use this chat board to share some of those ideas - but never use it as your primary motivation to buy/sell. Just my opinion. I am very much long PHO and believe in the fundamentals, but I am also cognizant of the macro environment that appears to be increasingly uncertain...That being said, there are some positives:
Taiwan semi con is planning a huge expansion in the US:
https://seekingalpha.com/news/3574877-taiwan-semiconductor-confirms-12b-u-s-plant?ifp=0&utm_medium=email&utm_source=seeking_alpha&mail_subject=wall-street-breakfast-supply-chain-security&utm_campaign=nl-wall-street-breakfast&utm_content=link-5