Group 1 - The investment strategy focuses on long-only investment, evaluating companies from an operational and buy-and-hold perspective [1] - The approach does not prioritize market-driven dynamics or future price action, instead emphasizing long-term earnings power and competitive dynamics [1] - Most recommendations will be holds, indicating a cautious approach to market conditions, with only a small fraction of companies deemed suitable for purchase at any time [1] Group 2 - The articles aim to provide valuable information for future investors and introduce skepticism in a generally bullish market [1] - The author has a beneficial long position in the shares of BLX, indicating a personal investment interest [2] - The article expresses the author's opinions without any compensation from companies mentioned, ensuring an independent viewpoint [2]
Bladex Remains Attractive Given Record-Low Spreads