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PayPal Holding Inc. (PYPL-NASDAQ, $58.79) Reports 27% Earnings Growth for Quarter Ended June 30th, 2017.

EBITDA margins were 20.6% in the quarter ended June 30th, 2017. Revenues grew by 18.3% year over year. https://www.reuters.com/article/us-paypal-hldg-results-idUSKBN1AB2S5

Posted in Portfolio Model Subscription

Visa Inc. (V-NYSE, $98.11) Reports a 66.7% EBITDA Margin for Quarter Ended June 30th, 2017.

Earnings for Visa, at $.86 US per share, surpassed the average analyst estimate by about $.06, or 7.5%. Revenue, including the European division, grew by 26%. Total processed transactions grew by more than 44% year over year. https://finance.yahoo.com/news/visa-inc-reports-strong-fiscal-200500598.html

Posted in Portfolio Model Subscription

Grupo Aeroportuario Del Sureste (ASR-NYSE, $228) Q2 Earnings Rise by 30.7% to $2.09 US per ADR.

EBITDA margin surpassed 60.9% in the quarter ended June 30th, 2017. Earnings were roughly 10% ahead of consensus and a full 6.1% better than the most optimistic forecast. https://finance.yahoo.com/news/asur-reports-2q17-passenger-traffic-210000626.html

Posted in Open Blog, Portfolio Model Subscription

Euro, Mexican Peso and Canadian Dollar Currency Strength vs US Dollar: Tailwinds for Mastercard (MA-NYSE, $124) in Coming Quarters.

The Euro had appreciated by more than 11.6% in the first half of 2017. The Canadian dollar has appreciated by almost 5% and the Mexican Peso has appreciated by more than 10% in the first half of 2017. This offers

Posted in Portfolio Model Subscription

Mexican Peso Appreciation Forecast Impact Upon Profits for Grupo Aeroportuario Del Sureste (ASR-NYSE, $212.50).

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.

Posted in Portfolio Model Subscription
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