OMAB News and Press, Grupo Aeroportuario del Centro Norte S.A.B. de C.V. From 07/27/22

Grupo Aeroportuario del Centro Norte, S.A.B. de C.V. (OMAB) Q2 2022 Earnings Conference Call July 27, 2022, 11:00 ET Company Participants Emmanuel Camacho - IR Officer Ricardo Duenas - CEO Ruffo Perez Pliego - CFO Conference Call Participants Alejandr...

Pacifico Airports stock is up 35% over the past 12 months, which looks great compared to the broader equity market. However, I'd argue the stock isn't up nearly enough, given the torrid pace of the company's traffic resurgence. Shares are, incredibly enough, selling near a 10-year...

Grupo Aeroportuario del Centro Norte (NASDAQ:OMAB) had declared $1.8212/share dividend. Payable May 24; for shareholders of record May 23; ex-div May 20. See OMAB Dividend Scorecard, Yield Chart, & Dividend Growth. For further details see: Grupo Aeroportuario del Centro Norte g...

Grupo Aeroportuario del Centro Norte, S.A.B. de C.V. (OMAB) Q1 2022 Earnings Conference Call April 26, 2022 12:30 PM ET Company Participants Emmanuel Camacho - IR Ricardo Duenas Espriu - CEO Ruffo Perez Pliego - CFO Conference Call Participants Javier Gayol - GBM Alejandro Zamacona - Credit S...

ACC, AMP, ARE, ARI, AXTA, BRO, CADE, CALX, CCK, CDNS, CENN, CR, HLX, HXL, KREF, MEDP, NMR, OI, OMAB, PCH, PKG, ROIC, SBAC, SNDL, SSD, SUI, UHS, WHR, WRB, ZION For Seeking Alpha's full earnings season calendar, click here. For further details see: Notable earnings after Monday's close

There were no entirely new positions for the portfolio this month. However, I did start adding to some stocks which I hadn't bought in years. I've long erred in not buying more Texas Instruments, and this month, I finally took action on that front. The high-yield banks are als...

Data reveals that American industrial companies have drastically increased their buying from Mexican suppliers, while cutting their exposure to China. I've long talked about reshoring as a catalyst for Mexican companies. Now the data confirms it's happening before our eyes. Centro...

March was a busy month for the portfolio. I sold my stake in South Jersey Industries, as it is being acquired, and that freed up money for more purchases than usual in March. Consumer staples, luxury goods companies, and Dividend Aristocrats were among the items on my shopping lis...

Healthy demand for leisure travel in Mexico has driven a faster than expected recovery for Pacifico and helped offset weakness in Jamaica. Pacifico has some leverage to a later-stage business travel recovery, as well as potential restructuring of Mexican air travel that would see incr...

Sureste has led the pack in terms of the pandemic recovery, with strong traffic improvements driven by healthy demand for leisure travel to destinations like Cancun. The Tulum airport looks like a manageable threat to Sureste's critical Cancun airport. International travel could s...