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Grupo Aeroportuario del Pacific S.A.B (ADR)

  • Opportunity in Mexico's Airport Operators

    By Damian Illia - May 21, 2013 | Tickers: OMAB, PAC, ASR

    With the Mexican economy growing at around 3.5% in 2012, it’s not surprising that airport traffic was up for the year. Tourism is one of the biggest sources of foreign currency for Mexico. As the Mexican economy's growth is expected to be close to its potential, at 3.5% in both 2013 and 2014 (IMF WEO report April 2013), investing in airport operators is an opportunity to more »

  • Yield and Growth in Mexican Airports

    By Joshua Bondy - February 15, 2013 | Tickers: OMAB, PAC, ASR

    Years ago the Mexican government decided to privatize a portion of its infrastructure. A collection of privatized airports are publicly traded in the U.S. and they have proved to be quite profitable investments over the past decade. The airline industry has a bad name due its flagship carriers' continual problems. These Mexican airports are not well-known, but they offer the stability and growth potential that is hard to find more »

  • The Case for Investing in Natural Monopolies

    By Andrés Cardenal - June 29, 2012 | Tickers: CNI, PAC, NSC, WM | Editor's Choice

    Most companies usually need to have special qualities in order to develop a sustainable competitive advantage: a lower cost structure, a differentiated brand or a valuable patent for example. But on other occasions, it just doesn't make sense to have more than one supplier on a certain industry from a business point of view. And investors in this kind of business can enjoy big returns for long periods of more »