Infineon: Timing Of Recovery Has Become Clearer
I recommended a buy rating for Infineon ( OTCQX:IFNNY ) when I wrote about it in August, as I believed the business has moved past the trough and growth should accelerate in the coming quarters. Based onI consider an investment ideal if it performs its core business in a sector projected to experience structural (organic) growth in excess of GDP growth over the next 5-10 years; profits from sustainable competitive advantages that translate into attractive unit economics; In the hands of competent, ethical, ...