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New Mexico City Airport to be Cancelled. Institutional Investors Are Assuming Far-Reaching and Negative Implications for Mexican Investments.

https://ca.yahoo.com/news/mexico-votes-scrap-13-billion-061414536.html The first economic decision by the incoming president looks to be ill-thought out. The vote to cancel a project, already under construction, will not be received well by global investors. https://finance.yahoo.com/news/mexican-president-elect-pulls-plug-002846093.html

Posted in Portfolio Model Subscription

Broadly Based US Equity Indexes Turn to Negative Results YTD.

In the month of October, the DJIA, the S&P 500 and the NASDAQ fell sharply with an unusual degree of coordination. This has resulted in industrial equity averages falling into negative territory for 2018; the NASDAQ is about even on

Posted in Portfolio Model Subscription

Portfolio Return for the 3rd Quarter Ended Sep. 30th, 2018 of 15.6% USD.

The large cap model portfolio closed out the quarter ended September 30th with an NAV of $265.21 US. This compares to the value of $229.38 for the prior quarter and represents a net return of 15.6%. For the first nine

Posted in Portfolio Model Subscription

Visa Inc. (V-NYSE, $142.64) Reports 39% EPS Increase on 11% Payments Volume Increase for Quarter ended June 30th, 2018.

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

Posted in Portfolio Model Subscription

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,

Posted in Portfolio Model Subscription
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