Grupo Aeroportuario del Sureste (ADR) (ASR)

A guess on the time frame, but I just returned from Cancun a week or so ago, and my conversations with the drivers and workers at our hotel indicated business on the up-swing. The airport was humming, and we got to the airport well in advance of departure--which is great for ASR's business. ASR is a Cancun play. Maybe a slowdown if people who want to travel now don't have passports. Country well prepared for flu--dare I say perhaps better than U.S.? Tollgate business alive and well, great dividend, stable income play (with perhaps hiccups!). Destination stock not so tied to consumer concerns--hey they're on vacation!

ASR has a strong balance sheet, limited debt, their net profit margin is increasing year over year, and they pay a healthy, consistent dividend. The way ASR held up during the recent swine flu and heavy dividend capture trading leads me to see strong support at current levels with limited downside and huge upswing potential. I interpret the technicals as showing a possible 10-15% lower level from here with a good possibility for a double on ASR within the next 12 months. In short, the potential upside heaviliy outwieghs the possible negatives as I see it.