Monthly Archives: July 2017

Euro, Mexican Peso and Canadian Dollar Currency Strength vs US Dollar: Tailwinds for Mastercard (MA-NYSE, $124) in Coming Quarters.

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

Posted in Portfolio Model Subscription

Mexican Peso Appreciation Forecast Impact Upon Profits for Grupo Aeroportuario Del Sureste (ASR-NYSE, $212.50).

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.

Posted in Portfolio Model Subscription

Costco Wholesale Corp. (COST-NASDAQ, $151.84). Buying on the Capitulation “Sell” Recommendations by Investment Firms.

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

Posted in Open Blog

Global Large Cap Model Portfolio Return of 13.8% for the Quarter Ended 06/30/2017.

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

Posted in Open Blog
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