The Visa Inc. win of Fidelity Investment portfolio processing represents approximately $.08 per share of incremental earnings for fiscal 2016 and potentially up to $.17 in 2017. Assuming that their is no multiple expansion awarded to Visa, this represents a…
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Visa Inc. (V-NYSE, $77.55) Financial Modelling of the Fidelity Investment Account Win.
Posted in Portfolio Model Subscription
Visa Inc. (V-NYSE, $77.55) Wins the Fidelity Account for Processing.
In yet another blow to American Express, Visa Inc. announced the winning of the Fidelity Investments credit card processing account. Along with the notable win of the Costco Inc. account in the United States by Visa, Fidelity represented, by most…
Posted in Portfolio Model Subscription
2015 Net Return of 12.35% Demonstrates Absolute & Relative Outperformance.
In a year where the Dow Jones Industrial Average returned a negative (2.2%), the S&P 500 index returned a negative (.73%) and the NASDAQ Composite Index grew by roughly 5.73%, it should prove satisfying, for those holding the model portfolio,…
Posted in Portfolio Model Subscription
7.9% Growth in 2015 US Holiday Retail Sales Doubles Industry Forecasts.
The American retail industry had banked on a 3.7% overall growth rate in 2015 holiday retail sales. https://nrf.com/media/press-releases/national-retail-federation-forecasts-holiday-sales-increase-37 The announcement of a 7.9& overall growth rate in sales largely debunks a persistent view of consumers hoarding the windfall energy savings…
Posted in Portfolio Model Subscription
New Mexico City Airport Will Debottleneck ASR, PAC and OMAB.
The completion of a 50 million passenger per annum airport in Mexico City has major implications for the passenger traffic flows to airports operated by Grupo Aeroportuario Del Sureste (ASR-NYSE, $161.38), Grupo Aeroportuario Del Pacifico (PAC-NYSE, $95.37) and Grupo Aeroportuario…
Posted in Portfolio Model Subscription