Hola! This is great analysis. These sound like the types of companies I like to invest in (high barriers to entry, excellent returns & very nice dividend yields), plus the tailwind to growth from Mexico being the second most visited country in the world.
Not that this has much relevance but, my wife is from Mexico, she grew up in Mexico City and we visit a couple times a year.
I am based in the US but, can trade on international exchanges through Fidelity.
Can you tell me what the local tickers are? I looked them up on Yahoo Finance and came up with GAPB.MX, OMAB.MX, ASURB.MX. Do those look right?
Also, while I have you here I was wondering your brief thoughts on a Mexican stock I own: Bolsa Mexicana de Valores, S.A.B. de C.V. (BOLSAA.MX). Perhaps you might do a write up on it in the future? I really like financial exchanges and also own $ICE and $CME in the U.S.
Que tal Gustavo!, a mi me gusta ASUR, pero estoy de acuerdo, cualquiera de los tres es bueno, la cosa es que se caigan al menos 30 % para comenzar a entrar.. ya un 50 % sería buenísimo como en el 2020
really enjoy reading your analysis. thanks for sharing!
Hola! This is great analysis. These sound like the types of companies I like to invest in (high barriers to entry, excellent returns & very nice dividend yields), plus the tailwind to growth from Mexico being the second most visited country in the world.
Not that this has much relevance but, my wife is from Mexico, she grew up in Mexico City and we visit a couple times a year.
I am based in the US but, can trade on international exchanges through Fidelity.
Can you tell me what the local tickers are? I looked them up on Yahoo Finance and came up with GAPB.MX, OMAB.MX, ASURB.MX. Do those look right?
Also, while I have you here I was wondering your brief thoughts on a Mexican stock I own: Bolsa Mexicana de Valores, S.A.B. de C.V. (BOLSAA.MX). Perhaps you might do a write up on it in the future? I really like financial exchanges and also own $ICE and $CME in the U.S.
Keep up the great work!
Gracias,
Dan
Que tal Gustavo!, a mi me gusta ASUR, pero estoy de acuerdo, cualquiera de los tres es bueno, la cosa es que se caigan al menos 30 % para comenzar a entrar.. ya un 50 % sería buenísimo como en el 2020