Adjusted earnings per share of $1.2 exceeds both street and whisper numbers by more than 10%. Earnings growth has been updated by management. The yearly forecast is that 2018 EPS has the potential to grow in the high 50% range…
Yearly Archives: 2018
Visa Inc. (V-NYSE, $142.64) Reports 39% EPS Increase on 11% Payments Volume Increase for Quarter ended June 30th, 2018.
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Election of Andres Manuel Lopez Obrador Represents a Major Risk to Mexican Business Status Quo.
The election of a self-declared leftist in Mexico represents a potential seismic shift in the Mexican economy. For decades, the Mexican business climate operated under rather simple set of oligarchical fiefdoms. A handful of wealthy families paid, through various means,…
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Portfolio Return of 6.6% for the Quarter Ended June 30th, 2018.
The large cap global portfolio closed out the quarter with a net asset value of $229.38 USD per share. This compares to a value of $215.14 at the end of March 2018 and $206.39 at the end of 2017. The…
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A Growing Sino-American Trade war has Limited Impact on This Sector.
News of the American determination to block Chinese foreign investment in key American sectors and companies will, to be sure, provoke a further response from the government of China. Should tensions escalate further, the logical Chinese actions will be to…
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Adyen IPO Supports Valuation for Paypal Holdings (PYPL-$85.89, NASD).
The hotly anticipated European IPO for Adyen, an online payments processor with some major contracts including Nexflix, Uber and soon, Ebay; that public offering was successful. Presently, Adyen has a market cap well in excess of $14 billion. Such a…
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