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.
Yearly Archives: 2017
Mexican Peso Appreciation Forecast Impact Upon Profits for Grupo Aeroportuario Del Sureste (ASR-NYSE, $212.50).
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 Portfolio Model Subscription
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 Portfolio Model Subscription
Grupo Aeroportuartio Del Sureste (ASR-NYSE, $184.50); Airport Concession Package Includes the Jose Maria Cordova International Airport.
The acquired contracts, priced at roughly $260 million, include a major prize in South American airports. The Jose Maria Cordova International Airport served more than 7.6 million passengers in 2016. This airport is about to undergo a major renovation and…
Posted in Portfolio Model Subscription
Beijing Capital Intl. Airport (0694-HKSE, $11.10); a Future Beneficiary of the new Planned City of Xiongan?
https://www.theguardian.com/world/2017/apr/04/china-plans-build-new-city-nearly-three-times-the-size-of-new-york
Posted in Portfolio Model Subscription