Next 10 |
home / stock / bjchy / bjchy news
Recessionary fears weighed disproportionately on small cap stocks, which tend to be more domestically focused and highly sensitive to changes in consumer confidence. We have high conviction within our overweight allocation to the industrials, energy, financials and materials sectors, ...
Grupo Aeroportuario del Sureste ("Sureste") has seen air traffic recover gradually in Mexico, Puerto Rico and, lately, Colombia. Sureste showed its resilience in Q3, which saw a return to profitability and confirmation of the company's low leverage and comfortable liquidity. A new...
Two years ago, I presented an overview of investable airports around the world and explained the rationale for investing in this space: airports are strong businesses with a wide economic moat, whose growth is underpinned by robust macro trends. No matter how strong the trends, though, airpo...
Given the significant dip in prices of anything related to travel during the COVID-19 coronavirus outbreak, you have not surprisingly read and heard many views on airlines, hotels, and even cruise lines . Airlines may be some of the riskiest of these, as many don't own their planes, face stee...
Back in May, we introduced a number of publicly-traded airports around the world. Airports deserve attention as an investment as they are wide-moat businesses backed by a secular trend of growing air traffic. This monthly follow-up presents the various news related to the industry and indi...
Back in May, we introduced a number of publicly-traded airports around the world. Airports deserve attention as an investment as they are wide-moat businesses backed by a secular trend of growing air traffic. This monthly follow-up presents the various news related to the industry and in...
Back in May, we published an article introducing a number of publicly-traded airports around the world. Investors looking for an overview of the sector can find the article HERE . This monthly follow-up presents the various news related to the industry and individual names. As a reminder...
For the Month Ending June 30, 2018 Performance Overview International moats outpaced the broad international market in June, but posted a loss on an absolute basis as international stocks continued to struggle. The Morningstar® Global ex-US Moat Focus IndexSM ( MGEUMFUN, or "Internati...
Back in May, we published an article introducing a number of publicly-traded airports around the world. Airports deserve attention as an investment as they are wide-moat businesses backed by a secular trend of growing air traffic. This monthly follow-up will touch on the various news relat...
When buying a stock for the long term, I look for: A wide moat that will keep competitors at bay in the long run. One or several macro trends that will support the growth of the business. Moats bring high margins, macro trends ensure growth, and you get the winning formula of fast, p...