Monthly Archives: July 2015

Substantial Earnings Growth Reported by Three Mexican Airport Operators in 1st Half of 2015.

Tourist oriented airports in Mexico pay their expenses in Mexican pesos, which had depreciated vs. the US dollar in the quarter ended June 30th, 2015. In contrast, revenues that are recorded from foreign tourist arrivals and retail spending, are largely

Posted in Open Blog

An Important Global Investment Opportunity, Based Upon an Iranian Nuclear Deal.

An Iranian nuclear deal provides significant upside, in my opinion, resulting from successful implementation of an Iranian nuclear deal. I consider the deal as potentially being accretive, possible by as much as 5% over the course of the next 24

Posted in Portfolio Model Subscription

Global Large Cap Portfolio Return of 4.3% for Quarter Ended June 30th, 2015.

The Large Cap Global Growth account generated a positive return of 4.3% for the three months ended June 30th, 2015. This compares quite favorably to all indexes in the representative sample. At the close of business on the 30th of

Posted in Portfolio Model Subscription