Grupo Aeroportuario del Pacific S.A.B (ADR) (NYSE:PAC)

CAPS Rating: 5 out of 5

The Company manages, operates and develops airport facilities, mainly in Mexico's Pacific Region.

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Member Avatar MrMonopoly (29.01) Submitted: 3/24/2014 11:34:38 PM : Outperform Start Price: $52.27 PAC Score: +11.66

All your rents are belong to monopoly.

(Ricardo and George on "The Law of Rent")

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Member Avatar AlexeiVronsky (97.07) Submitted: 1/9/2013 12:51:54 PM : Outperform Start Price: $31.72 PAC Score: +48.16

Bought this on the cheap valuation (under 1 p/b) and dividend yield. Not sure what to do with it now that's it's grown 70% from purchase price.

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Member Avatar anvilofthegods (46.42) Submitted: 1/10/2010 12:08:23 PM : Outperform Start Price: $27.27 PAC Score: +55.59

Growing Mexican prosperity leading to more domestic travel..

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Member Avatar klintg (< 20) Submitted: 10/15/2009 11:59:44 PM : Outperform Start Price: $23.35 PAC Score: +84.92

Pacific has had an a substantial profit margin over the course of the past four years, totaling roughly 45%. Their high profit margin displays their competitive advantage within their market place, and their low long-term debt says there is plenty of room to grow. The company has substantial accumulated reserves, which can help to weather the current financial storm. Earnings per share have grown consistently (except one year) over the past six years, and they have an excellent ratio of current assets to current liabilities (roughly 28,000 to 1,400). Lastly, the company's current book value per share is at $47.66, and it is currently trading at $29.63. This company's share price is undervalued by just over $18, so a market correction could substantially help shareholders earn a profit. Pacific's strong financial situation coupled with their current undervalued share price make this company a strong buy in my book.

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Member Avatar jhoeffler22 (< 20) Submitted: 10/4/2009 1:57:46 PM : Outperform Start Price: $21.36 PAC Score: +99.59

Competitive Advantage!

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Member Avatar evidente26 (< 20) Submitted: 12/2/2008 11:44:12 PM : Outperform Start Price: $16.01 PAC Score: +146.70

Very cheap. Price to Tbook value is about .7.

Mang. is understating their earning. Looks like there assets have a avg life of about 2 years. thats why too aggresive.

EBITDA margins of 60% plus.

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Member Avatar lllchicalll (80.37) Submitted: 11/20/2008 3:45:08 PM : Outperform Start Price: $13.09 PAC Score: +211.89

tmfeldrehad

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Member Avatar dschleicher (87.85) Submitted: 11/11/2008 2:36:41 AM : Outperform Start Price: $14.33 PAC Score: +214.78

"There is no practical alternative to air transportation." -Dan Goldin, ex-NASA Administrator.

As the growing Mexican emerging market and US upper middle-class citizens look for affordable vacations in a sun-drenched land, PAC will be there.

And a 9.8% and historically-growing dividend will pay us to wait for the turnaround from the current transportation downturn.

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Member Avatar ac83666 (83.07) Submitted: 10/27/2008 5:30:04 PM : Outperform Start Price: $11.71 PAC Score: +307.57

just got a feeling

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Member Avatar raytoei (97.50) Submitted: 10/23/2008 2:31:54 AM : Outperform Start Price: $13.41 PAC Score: +245.07

mexico mkt recent collapse makes this a very cheap buy

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Member Avatar jixiang (< 20) Submitted: 10/6/2008 3:03:23 PM : Outperform Start Price: $14.69 PAC Score: +230.23

May suffer in the short term, but still a good price for a great long term prospect. Currently priced for very little growth but benefitting from an obvious moat.

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Member Avatar bobclommer (70.59) Submitted: 10/3/2008 10:38:53 PM : Outperform Start Price: $16.20 PAC Score: +198.81

regional mx airport operate, maintain, develop 12 in pacific/central mx. trading at lower end of 52 wk range due to economic slow down, has significant revenue growth potental.

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Member Avatar jack7400 (44.39) Submitted: 9/26/2008 2:59:29 AM : Outperform Start Price: $19.66 PAC Score: +148.34

mmm. Love that dividend. Love those financials. I'm in.

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Member Avatar JJRzut (74.80) Submitted: 9/15/2008 5:51:13 PM : Outperform Start Price: $20.12 PAC Score: +137.48

Alright I'll bite. Sucker for a 7% dividend and the air traffic will return...

http://www.fool.com/investing/dividends-income/2008/09/12/i-think-ive-found-the-perfect-stock.aspx

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Member Avatar hockry (57.28) Submitted: 9/13/2008 1:07:17 PM : Outperform Start Price: $20.20 PAC Score: +142.77

monopoly for decades. mexican economy will grow.

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Member Avatar MJKpayday (99.77) Submitted: 8/10/2008 5:30:15 AM : Outperform Start Price: $21.56 PAC Score: +128.97

Grupo Aeroportuario embodies the enduring toll booth metaphor. Everytime a visitor travels through an airport where they hold the contract a toll via an airport product or service is paid to Grupo Aeroportuario. Talk about moats, they have no competition at each airport. It's a Buffet style thumbs up.

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Member Avatar TMFMattyA (99.72) Submitted: 8/1/2008 4:18:18 PM : Outperform Start Price: $20.85 PAC Score: +136.59

Here's what we know. Oil prices are through the roof. The economy stinks. People are traveling less. Airlines are going bankrupt. It's just a horrible time to buy Mexican airport operators.

Which is exactly why I'm here. You see, Grupo Aeroportuario del Pacífico and its counterparts like Grupo Aeroportuario Del Centro Norte own exclusive rights to Mexico's airports for the next several decades. They hold just about the widest possible economic moat you can have in any business. I really don’t care what these companies do over the next six months, or even over the next few years. Over the long-term, they're money-minting toll booths with years and years of growth ahead of them as the Mexican economy develops and its middle-class starts traveling more frequently. Right now, their stocks are "muy barato"!

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Member Avatar XMFRedwood (88.32) Submitted: 7/21/2008 4:37:20 PM : Outperform Start Price: $21.54 PAC Score: +127.78

The value here is absolutely incredible. This $30 stock is worth at least $40 and likely much more in the future.

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Member Avatar dsage1 (75.44) Submitted: 6/1/2008 3:31:49 PM : Outperform Start Price: $27.34 PAC Score: +84.77

Positives:

1. I expect retirees to move in unpredecented numbers to Mexico. They will have large amounts of disposable income to fly around the country having a good time. Warm climate, & the peso has remained steady with the dollar (don't expect that to last). Also retirees should be a nice stablizing force in the region.
2. They have a monopoly until 2050.

Negatives:

1. High oil prices have slowed current passenger growth. Short-term problem.

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Member Avatar kshepler (95.52) Submitted: 6/1/2008 1:04:08 AM : Outperform Start Price: $25.98 PAC Score: +93.92

low competition

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