Blog Archives

Grupo Comercial Chedraui (CHDRAUIX-$3.04 USD, MX) Reports Another Record Result for Q2. 2022.

A highly accretive acquisition PLUS inflationary tailwinds have powered up, by far, a quarterly report worth digesting for even the most cynical of investors. Taking into account forex (Chedraui generates revenues in Mexican pesos as well as US dollars), consolidated

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Grupo Aeroportuario Del Sureste (ASR-NYSE, $187.63) Reports a Significant Earnings Beat in Q2, 2022.

ASUR reported EPS of $4.40 USD for the second quarter of 2022. The figure surpassed street expectations by roughly 13% on the high and by 21% on average. The high analyst estimate for Q2, 2022 was $3.89 US per share,

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UnitedHealth Group Inc. (UNH-$518.15) Posts a Virtually Flawless Fiscal Quarter for the Period Ended June 30th, 2022.

Broad line health insurance firms represent one of the havens of safety during a period of high inflation and full employment. Private health care coverage providers are one of the few business sectors relatively insulated from the current spell of

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Gnostic Capital Global Large Cap Portfolio Return for the Quarter ended 06/30/22.

For the fiscal quarter ended June 30th, 2022, the Gnostic Model Portfolio ended with a valuation of $594.77 USD per share. As the valuation for the quarter ended March 31 was $661.29 USD per share, the loss for the three

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Costco Wholesale Corp. (COST-NASD, $463.31) Badly Misses on Margins in Q3. An opportunity to Proactively Reset Loss Leaders was Squandered.

Costco reported a modest earnings increase of 10.5% for the quarter ended March 31st, 2022. Earnings fell below the rate of sales growth. Investors owning Costco shares assumed that the higher income demographic makeup in the membership base would fully

Posted in Open Blog
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