Monthly Archives: May 2014

Union Pacific Corp. (UNP-NYSE, $197.44). Increased CAPEX Implies Organic Growth Potential for the Underlying Business.

The recent announcement of a two for one share split, in conjunction with the raised CAPEX guidance for the coming 24 months, suggests that the shares of Union Pacific merit consideration for a large cap growth portfolio. The model account

Posted in Portfolio Model Subscription

Mastercard (MA-NYSE, $74.35 USD) Reports Improving Q2 2014 Trends.

At the J.P. Morgan 42nd Annual Technology, Media and Telecom Conference, held on May 19th, 2014, the CEO of MasterCard highlighted current processing volumes and covered data that they consider pertinent to their business model. The conference webcast may be

Posted in Open Blog

Global Airport Retail Sales May Increase By 73% in Next Six Years.

http://www.economist.com/news/business/21601885-battle-catch-people-golden-hour-they-board-getting-ever-more The Gnostic Capital global portfolio maintains a position in several airport managements companies. These investments are deemed to be core holdings.

Posted in Open Blog