Monthly Archives: September 2017

Large Cap Global Portfolio Return of 7.9% for the Quarter Ended 09/30/2017.

The model portfolio account closed out the 3rd quarter of 2017 with an NAV of $196.29 per share. This represents a return of 7.9% for the third quarter. For the first nine months of 2017, the global account produced a

Posted in Open Blog

HNA Infrastructure Ltd. (0357-HKSE, $7.45): August Passenger Traffic Growth Continues to Accelerate .

http://www.mlairport.com/autoweb/autoweb/secondpage/hkml_en_tzzgxhken_jb.html?id=q5QFfxzEDzBIsHCjEcBsFsMcuHP0anzdhken_jb&name=Public%20Reports&t1=Report&t2=s_c_name_ggbg%20s_j_c&t3=4&t4=8 The number of passengers served by Haikou Meilan International Airport exceeded 14.98 million through August, 2017.

Posted in Open Blog

Estimates of Tourist Destination Substitution, due to Hurrican Irma, for the Benefit ASR and PAC, in 2017-2018.

St. Martin served more than 1.9 million tourists in 2016. Antigua and Barbuda served roughly 500,000 tourists. The US Virgin Islands (St. John, St. Thomas and St. Croix) served roughly 3 million tourists in 2016. Cayo Santa Maria and Cayo

Posted in Portfolio Model Subscription

Mastercard Inc. (MA-NYSE, $136.50) Raises Revenue Guidance for 2017.

Currency tailwinds, noted by this author in a recent post, are now evident to both the management of MasterCard as well as the investment community at large. In a filing with the SEC, MasterCard management indicates a view that revenue

Posted in Open Blog