Monthly Archives: March 2017

Grupo Aeroportuario Del Sureste (ASR-NYSE, $175.80): Terminal 4 on Track for 2017 Opening.

When completed, the new terminal 4 will be capable of handling an additional 9 million passengers per annum, bringing the total annual capacity of the Cancun International Airport to over 30 million persons per annum. Significant new retail space will

Posted in Open Blog

Pharmacy Benefit Managers (PBM) Opacity About to be Uncloaked.

This author has, for several years, questioned the pharmaceutical sector pricing model, given the enormous power wielded by pharmacy benefit management companies Should a new piece of legislation be passed as proposed, the sector may be revealed as being less

Posted in Open Blog

Aetna (AET-NYSE, $131.61). Secular Expansion Opportunities “Post-ObamaCare”

Aetna is being added to the global large cap model portfolio. The failed Humana merger will result in a one-time writedown of the M&A expenses. However, AET lined up over $12 billion of low cost funding, via a bond issue.

Posted in Portfolio Model Subscription

US Government Proposes Replacement of ObamaCare. This proposal has been long-anticipated by the investment industry. Negative potential impacts upon certain sectors (pharmaceutical manufacturers, medical device manufacturers, hospitals) are highly visible and have been written about, and modelled by this manager, for some time. The portfolio

Posted in Open Blog
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