Monthly Archives: April 2017

Grupo Aeroportuartio Del Sureste (ASR-NYSE, $184.50); Airport Concession Package Includes the Jose Maria Cordova International Airport.

The acquired contracts, priced at roughly $260 million, include a major prize in South American airports. The Jose Maria Cordova International Airport served more than 7.6 million passengers in 2016. This airport is about to undergo a major renovation and

Posted in Open Blog

Beijing Capital Intl. Airport (0694-HKSE, $11.10); a Future Beneficiary of the new Planned City of Xiongan?

https://www.theguardian.com/world/2017/apr/04/china-plans-build-new-city-nearly-three-times-the-size-of-new-york

Posted in Open Blog

Grupo Aeroportuario Del Sureste (ASR-NYSE, $182.18) Announces Highly Accretive Columbian Airport Concessions. Price Target Increased by $30 per Share.

Based upon the cash of $262 million US, the price target for ASUR has now been increased to $250 per share, for the full year following the completed acquisition of the Columbian Airport concessions. The concessions served a total of

Posted in Portfolio Model Subscription

Global Large Cap Model Portfolio Return of 6.3% for the Quarter Ended 03/31/2017.

The large cap global growth portfolio ended the quarter with a share value of $159.24 US. At the end of December, 2016, the portfolio was valued at $149.76 per share. This represents a return of 6.3%, net of fees and

Posted in Portfolio Model Subscription