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FEMSA reported inline revenue and EBITDA despite modestly weaker-than-expected same-store sales at OXXO, as renewed lockdowns in January and February hit the business. A reopening of Mexico's economy should drive sequential improvements in same-store sales for OXXO, and management is ...
Walmex holds its latest investor day event, outlining a path toward an e-commerce-led future. With growth targets up and margin targets maintained, the fundamental outlook looks bright. Complementary offerings such as the Cashi digital wallet add to the upside potential. With ...
Walmart Mexico "Walmex" scored incredible 217% e-commerce growth in Q2. The pandemic is giving the company's omnichannel approach a massive boost; with this sales momentum, Walmex can overtake MercadoLibre in the Mexican market. The offline business is a cash cow. Walmex is as pow...
We discuss the 13 stocks I added to my portfolio in October. I lay out the bull case for Northwest Natural as it trades near its highest dividend yield in 10 years. Also, some commentary on J&J, Diageo, and more. For further details see: IMF October Buys: The 13 Stoc...
Polen Capital is a global independently-owned growth equity boutique, led by an experienced team of investment professionals who are committed to preserving and growing the assets of our clients through. During the third quarter of 2020, the Polen International Growth Composite Portfo...
13 stocks purchased this month, and 1 sale: JD. Reallocated the JD funds with two bigger moves in other emerging market stocks. Established two new position this month within the portfolio: Bruker and Huntington Ingalls. For further details see: IMF September Buys: The 1...
Wal-Mart de México, S.A.B. de C.V. (WMMVF) Q2 2020 Earnings Conference Call July 23, 2020 04:30 pm ET Company Participants Pilar de la Garza – Head, Investor Relations Gui Loureiro - President and Chief Executive Officer Milton Brandt - Interim Chief Financial Officer...
The following slide deck was published by Wal-Mart de México, S.A.B. de C.V. in conjunction with their 2020 Q2 earnings Read more ...
Wal-Mart de Mexico ( OTCQX:WMMVY ) : Q2 GAAP EPS of MXN 0.09. More news on: Wal-Mart de México, S.A.B. de C.V., Earnings news and commentary, Consumer stocks news, Read more ...
Ian's Million Fund, "IMF," is a real-money portfolio that I've written about monthly since January 2016 here at Seeking Alpha. The portfolio is a largely buy-and-hold group of ~130 stocks. Each month, I buy 10-30 of the most compelling stocks available at then-current prices, deploying $1,000...
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