Monthly Archives: October 2016

Taking an Investment Position in Novo Nordisk (NVO-NYSE, $35.50) after Two Year Absence.

The global large cap portfolio is purchasing shares of NVO after sitting on the sidelines for the past 2 years.

Posted in Portfolio Model Subscription

PayPal (PYPL-NASD, $40.09) Matches Estimates; ASUR (ASR-NYSE, $162.04) Beats Estimates.

http://finance.yahoo.com/news/paypal-reports-strong-third-quarter-200500924.html PYPL reported EBITDA growth of 11.1% in the first nine months of 2016. EBITDA margins have averaged 21% in the first nine months of 2016. http://finance.yahoo.com/news/asur-3q16-passenger-traffic-8-210000062.html ASR reported EBITDA growth in the first nine months of 2016 of 20.6%.

Posted in Open Blog

Pacific Airport Group (PAC-NYSE, $98.50) Reports 20%+ Traffic Increase for September, 2016.

https://finance.yahoo.com/news/grupo-aeroportuario-del-pacifico-reports-204500352.html Mexican airport companies had come under selling pressure in the past six months based upon fractious commentary from certain US presidential candidates. It seems self-evident to conclude a democratic presidential win shall be considered positive for the Mexican airport

Posted in Open Blog

Portfolio Return of 5.6% for the Quarter Ended 09/30/2016

The global large cap model portfolio closed out the quarter ended September 30th with a value of $147.24 USD per unit. This represents an improvement over the Q2, 2016 closing value of $139.50 USD and the year end starting value

Posted in Portfolio Model Subscription