The Global Large Cap Portfolio has re-established a position in Costco Wholesale. The decision to do so was made after a mid-sized investment house, with a terrible track record in predicting valuations, issued a sell recommendation on Costco using only…
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Costco Wholesale Corp. (COST-NASDAQ, $151.84). Buying on the Capitulation “Sell” Recommendations by Investment Firms.
Posted in Portfolio Model Subscription
Global Large Cap Model Portfolio Return of 13.8% for the Quarter Ended 06/30/2017.
The Gnostic Capital Management Large Cap Global Account closed out the second quarter of 2017 with a value of $181.91 USD per share. This compares to the value of $159.76 in the prior quarter and $149.76 reported at the end…
Posted in Portfolio Model Subscription
Grupo Aeroportuartio Del Sureste (ASR-NYSE, $184.50); Airport Concession Package Includes the Jose Maria Cordova International Airport.
The acquired contracts, priced at roughly $260 million, include a major prize in South American airports. The Jose Maria Cordova International Airport served more than 7.6 million passengers in 2016. This airport is about to undergo a major renovation and…
Posted in Portfolio Model Subscription
Beijing Capital Intl. Airport (0694-HKSE, $11.10); a Future Beneficiary of the new Planned City of Xiongan?
https://www.theguardian.com/world/2017/apr/04/china-plans-build-new-city-nearly-three-times-the-size-of-new-york
Posted in Portfolio Model Subscription
Grupo Aeroportuario Del Sureste (ASR-NYSE, $182.18) Announces Highly Accretive Columbian Airport Concessions. Price Target Increased by $30 per Share.
Based upon the cash of $262 million US, the price target for ASUR has now been increased to $250 per share, for the full year following the completed acquisition of the Columbian Airport concessions. The concessions served a total of…
Posted in Portfolio Model Subscription