Pacific Aeroport Group May figures indicate strong evidence of the continuation of the secular trend noted earlier on this website. http://finance.yahoo.com/news/grupo-aeroportuario-del-pac-fico-220200419.html Morningstar Inc. recently noted the indication of a growth trend for the airport operator. http://news.morningstar.com/articlenet/article.aspx?id=650017 The portfolio continues to…

The recent announcement of a two for one share split, in conjunction with the raised CAPEX guidance for the coming 24 months, suggests that the shares of Union Pacific merit consideration for a large cap growth portfolio. The model account…

At the J.P. Morgan 42nd Annual Technology, Media and Telecom Conference, held on May 19th, 2014, the CEO of MasterCard highlighted current processing volumes and covered data that they consider pertinent to their business model. The conference webcast may be…

http://www.economist.com/news/business/21601885-battle-catch-people-golden-hour-they-board-getting-ever-more The Gnostic Capital global portfolio maintains a position in several airport managements companies. These investments are deemed to be core holdings.

The model portfolio is adding shares of Gilead Sciences today. This represents the first NEW large cap purchase for the model portfolio in the second quarter of 2014. I have also purchased shares, today, as a personal investment. http://www.firstwordplus.com/therapy_trends_consensus_outlook_hepatitis_c.do