Yearly Archives: 2014

Implications of U.S. Department of Commerce’s Bureau of Industry and Security Ruling on Export of Condensate for Kansas City Southern (KSU-NYSE, $106.37) and Union Pacific Corp. (UNP-NYSE, $100)

The U.S. Department of Commerce provided several domestic American oil and gas producers permission to export condensate. This represents a departure from the long-standing practice of requiring American producers of crude oil to sell their product domestically. Institutional investors and

Posted in Portfolio Model Subscription

Kia Motor Corp. Reportedly to Build a New Auto Plant in Mexico.

Kia Motors is preparing to build its first automotive plant in Mexico. With a forecast capacity of 300,000 vehicles, which is the the standard optimal configuration used by Hyundai/Kia existing facilities in Alabama and Georgia, the proposed assembly factory will

Posted in Open Blog

Grupo Aeroportuario Del Pacifico (PAC-NYSE, $65.05) Reports May 2014 Passenger Traffic

Pacific Aeroport Group May figures indicate strong evidence of the continuation of the secular trend noted earlier on this website. Morningstar Inc. recently noted the indication of a growth trend for the airport operator. The portfolio continues to

Posted in Portfolio Model Subscription

Union Pacific Corp. (UNP-NYSE, $197.44). Increased CAPEX Implies Organic Growth Potential for the Underlying Business.

The recent announcement of a two for one share split, in conjunction with the raised CAPEX guidance for the coming 24 months, suggests that the shares of Union Pacific merit consideration for a large cap growth portfolio. The model account

Posted in Portfolio Model Subscription

Mastercard (MA-NYSE, $74.35 USD) Reports Improving Q2 2014 Trends.

At the J.P. Morgan 42nd Annual Technology, Media and Telecom Conference, held on May 19th, 2014, the CEO of MasterCard highlighted current processing volumes and covered data that they consider pertinent to their business model. The conference webcast may be

Posted in Open Blog
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