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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

Novavax (NVAX-$205.59, NASDAQ) Sold on Competitor Developments.

Today, the entire position on NVAX has been sold. Moderna has announced a significant expansion of vaccine production as well as the acceleration of development of a modified vaccine to take into account the new SA variant. J&J has announced

Posted in Portfolio Model Subscription

PayPal Holdings Inc. (PYPL-$296.53, NASDAQ). The Evolution of a Cryptocurrency “Interchange”.

What is the end game for the holder of cryptocurrency stored on that thumb drive in their bank safety deposit box? Anonymity is important but liquidity is paramount and that is the current issue for holders of the equity-like product

Posted in Portfolio Model Subscription
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