Monthly Archives: January 2014

A Nascent Trend Emerges at Grupo Aeroportuario del Pacifico S.A.B. (PAC-NYSE, $50.43): Secular or Cyclical?

Unless specified otherwise, all prices are quoted in U.S. dollars. ADR Outstanding: 56.1 million Total Liabilities- short term cash and equivalents: $89.0 million. Current Enterprise Value: $2.918 billion. 2012 EBITDA: $225.9 million. 2013 Forecast EBITDA: $248.0 million. 2014 Forecast EBITDA:

Posted in Portfolio Model Subscription

2013 Portfolio Review and the Year Ahead

In 2013, the global large cap portfolio generated a net return of 29%. This compares favorably to the MSCI EAFE return of 19.42%. 2013’s return earned by the global account surpassed the DJIA return of 26.5% but was slightly lower

Posted in Open Blog