Blog Archives

BJ’s Wholesale Club Holdings (BJ-NYSE, $71.51) Scoops Costco on the Hottest Retail Development Site in North Carolina.

The 100 + acre Southern Pines retail development is preparing to add BJs Wholesale Club to the list of prospective tenants. When completed, BJ’s Wholesale will report more locations in North Carolina than does Costco. Of perhaps greater competitive

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Mexico Displaces China as the United State’s Largest Trading Partner.

Mexico maintains position as largest trade partner of the US

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The Pitfall of Cherry Picking.

“Two Heads are better than one.” “It Takes a village to raise a child.” “It takes 2 flints to make a fire.” “If you want to go fast, go alone. If you want to go far, go together“. These quotes

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Grupo Comercial Chedraui (CHDRAUIB-MX, $5.92) to be Added to the S&P/BMV IPC Equity Index Effective 09/18/23.

Effective September 18th, 2023, Grupo Comercial Chedraui will be added to Mexico’s representative equity index covering the top 100 companies in Mexico by market capitalization. Inclusion forces pro-rata equity participation by any passive fund or ETF that seeks to mirror

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Adyen NV (ADYEY-OTC, $8.47 US). An EBITDA Decline Does Not Equate to a Change in my Investment Thesis.

(EU converted to USD at the rate of 1.0868 as of 06/30/2023). Adyen NV, the fast growing publicly traded payment processor, reported a very disappointing first half 2023 fiscal result. Net revenues, at $803.2 million US, increased by 4.4% as

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