Driven by 2020 revenue growth of 65% in North America, an EBITDA margin closing in on 60%, on revenues that have not yet touched $1 billion US, implies that the present rate of revenue growth, should it persist in the…
Yearly Archives: 2021
Adyen NV (ADYEN-2086.50 EU, AS) Generated an EBITDA Margin of 58.9% in 2020.
Posted in Portfolio Model Subscription
EU Intention to Purchase ONLY Messenger RNA Vaccines in New Round of Tenders Represents a Changing of the Guard in the Vaccine World.
A recent round of talks by the EU with the messenger RNA Covid-19 vaccine producers and developers (Pfizer-BioNTech, Moderna and Curevac), coupled with news that Curevac might see accelerated approval for their product, which is still in phase 3 trials;…
Posted in Portfolio Model Subscription
Grupo Aeroportuario Del Pacifico (PAC-NYSE, $109.75). Mexican Traffic is Higher; YOY Comps Should Turn Positive for the Balance of 2021.
https://finance.yahoo.com/news/grupo-aeroportuario-del-pacifico-reports-214700427.html
Posted in Portfolio Model Subscription
Gnostic Large Cap Model Portfolio Return of 2.8% for the Quarter Ended 03/31/2021.
For the quarter ended March 31st, 2021, the DJIA produced a return of 7.9%. The S&P 500 produced a return of 5.8%. The NASDAQ composite produced a return of 1.8%. US M2 money supply grew by 2.7% for the quarter.…
Posted in Portfolio Model Subscription
Sendas Distribuidora S.A. (ASAI-$13.26, NYSE). The “Costco” of Brazil, Without Membership Fees.
The model portfolio has added shares of Sendas to the portfolio today. Sendas had 184 stores at the end of 2020. They intend to add 28 more stores in 2021 and grow the store count by a minimum of 25…
Posted in Portfolio Model Subscription