Blog Archives

Hainan Meilan International Airport (0357-HK, $7.02) Reports Traffic Report for Jan.-Feb. 2014.

Passenger and freight throughput at Haikou Meilan Airport have been reported for the first two months of 2014. These figures, when taken at face value, appear to validate an earlier post dated November 10th, 2013. http://www.mlairport.com/autoweb/autoweb/third/mljc_eng_tzzgx631.html

Posted in Portfolio Model Subscription

A Nascent Trend Emerges at Grupo Aeroportuario del Pacifico S.A.B. (PAC-NYSE, $50.43): Secular or Cyclical?

Unless specified otherwise, all prices are quoted in U.S. dollars. ADR Outstanding: 56.1 million Total Liabilities- short term cash and equivalents: $89.0 million. Current Enterprise Value: $2.918 billion. 2012 EBITDA: $225.9 million. 2013 Forecast EBITDA: $248.0 million. 2014 Forecast EBITDA:

Posted in Portfolio Model Subscription

2013 Portfolio Review and the Year Ahead

In 2013, the global large cap portfolio generated a net return of 29%. This compares favorably to the MSCI EAFE return of 19.42%. 2013’s return earned by the global account surpassed the DJIA return of 26.5% but was slightly lower

Posted in Portfolio Model Subscription

Haikou Meilan Airport Winter Schedule Suggests a Record Close to 2013

Haikou Meilan Airport, the primary airport operated by Hainan Meilan International Airports Ltd. (0357.hk, $8.22), had released preliminary details of the winter 2013-spring 2014 flight schedule on November 1st, 2013. The view is for passenger throughput of 5.9 million persons

Posted in Portfolio Model Subscription

Widespread equity pullbacks often represent excellent opportunities to add to secular investments

At the time of this posting, October 9th, 2013, the Dow is priced at 14,802.98 and the S&P 500 is priced at 1656.40. From the 52 week highs achieved by the Dow (15,676.94) and the S&P 500 (1725.52) on September

Posted in Portfolio Model Subscription
Recent Comments
    Archives