Grupo Aeroportuario Pacifico

PAC-N

NYSE:PAC

130.36
0.00 (0.00%)
Grupo Aeroportuario del Pacífico, S.A.B. de C.V., known as GAP, is a Mexican airport operator headquartered in Guadalajara, Mexico.
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Analysis and Opinions about PAC-N

Signal
Opinion
Expert
BUY
BUY
October 1, 2014

ADR. Has concession with 32 year left in the lease. He likes the stock even though there were weather problems at their airports. Passenger growth 5% this year. Attractive dividend. Would not expect the run we had this year, next year.

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ADR. Has concession with 32 year left in the lease. He likes the stock even though there were weather problems at their airports. Passenger growth 5% this year. Attractive dividend. Would not expect the run we had this year, next year.

HOLD
HOLD
June 11, 2014

Likes this a lot. Airports are a very nice, defensive business, in the sense that you are not going to get much competition. There are 3 publicly listed Mexican airports stocks, all of which are available through an ADR. Has always preferred this one because they have the best overall asset mix, and are not too dependent on any one airport. Typically when looking at an airport play, the amount of leverage would be immense at 5 or 8 times cash flow. This one is almost debt free. Great volume flow in terms of passenger traffic. Very attractive dividend yield of 5.4%. Getting to fair value levels now, and doesn’t offer the outsize returns that it had 9-10 months ago.

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Likes this a lot. Airports are a very nice, defensive business, in the sense that you are not going to get much competition. There are 3 publicly listed Mexican airports stocks, all of which are available through an ADR. Has always preferred this one because they have the best overall asset mix, and are not too dependent on any one airport. Typically when looking at an airport play, the amount of leverage would be immense at 5 or 8 times cash flow. This one is almost debt free. Great volume flow in terms of passenger traffic. Very attractive dividend yield of 5.4%. Getting to fair value levels now, and doesn’t offer the outsize returns that it had 9-10 months ago.

PAST TOP PICK
PAST TOP PICK
July 12, 2010
(A Top Pick Aug 11/09. Up 12.42%.) Got stopped out but captured most of this 12.42%. Would love to get back into this one.
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(A Top Pick Aug 11/09. Up 12.42%.) Got stopped out but captured most of this 12.42%. Would love to get back into this one.
PAST TOP PICK
PAST TOP PICK
February 2, 2010
(A Top Pick Aug 11/09. Up 13.38%.) Still a buy.
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(A Top Pick Aug 11/09. Up 13.38%.) Still a buy.
TOP PICK
TOP PICK
August 11, 2009
Mexican transportation infrastructure play. Make money on landing fees, passenger fees and cargo fees and are expending all the airports. Recession has hit Mexico very hard but you get a 4% yield to wait until tourism picks up.
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Mexican transportation infrastructure play. Make money on landing fees, passenger fees and cargo fees and are expending all the airports. Recession has hit Mexico very hard but you get a 4% yield to wait until tourism picks up.
WAIT
WAIT
June 5, 2007
A bit on the expensive side. Most of the good news has already been realized in the price.
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A bit on the expensive side. Most of the good news has already been realized in the price.
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