The Euro had appreciated by more than 11.6% in the first half of 2017. The Canadian dollar has appreciated by almost 5% and the Mexican Peso has appreciated by more than 10% in the first half of 2017. This offers…

The 5% appreciation in the Mexican Peso will serve to increase the profits above current analyst expectations for ASR in the coming quarters. The profit impact appears to have been largely overlooked by the marketplace.

The Global Large Cap Portfolio has re-established a position in Costco Wholesale. The decision to do so was made after a mid-sized investment house, with a terrible track record in predicting valuations, issued a sell recommendation on Costco using only…

The Gnostic Capital Management Large Cap Global Account closed out the second quarter of 2017 with a value of $181.91 USD per share. This compares to the value of $159.76 in the prior quarter and $149.76 reported at the end…