Monthly Archives: July 2018

Visa Inc. (V-NYSE, $142.64) Reports 39% EPS Increase on 11% Payments Volume Increase for Quarter ended June 30th, 2018.

Adjusted earnings per share of $1.2 exceeds both street and whisper numbers by more than 10%. Earnings growth has been updated by management. The yearly forecast is that 2018 EPS has the potential to grow in the high 50% range

Posted in Open Blog

Election of Andres Manuel Lopez Obrador Represents a Major Risk to Mexican Business Status Quo.

The election of a self-declared leftist in Mexico represents a potential seismic shift in the Mexican economy. For decades, the Mexican business climate operated under rather simple set of oligarchical fiefdoms. A handful of wealthy families paid, through various means,

Posted in Open Blog

Portfolio Return of 6.6% for the Quarter Ended June 30th, 2018.

The large cap global portfolio closed out the quarter with a net asset value of $229.38 USD per share. This compares to a value of $215.14 at the end of March 2018 and $206.39 at the end of 2017. The

Posted in Open Blog