Markets. Consumer confidence numbers today were weaker than expected. There is profit taking as we get into Q3 earnings season. The US is decoupling from the rest of the world. It is a quarter of the global GDP. China continues to decelerate. Emerging markets are worried about a downshift in commodities. You want stocks that have a range of growth possibilities ahead of them.
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.