Macquarie Airports (MQRSF.PK)

All Comments on MQRSF.PK

  • commenter
    msrny
    Aug 20 09:30 PM
    PFP: Geographically Diversified but Exposed to Financials [view article]
    Puzzled that bckbf is included in pfp, a private equity fund. I didn't think a private equity company trades in the market. Reply
  • commenter
    Roger
    Nusbaum
    Aug 07 01:25 PM
    My Website
    Publicly Traded Airports: A Useful Benchmark? [view article]
    I have not looked at the LATAM airports as closely as some others but that might be shortsighted on my part. Reply
  • commenter
    Lockstep
    Investing
    Aug 07 12:43 PM
    My Website
    Publicly Traded Airports: A Useful Benchmark? [view article]
    Roger, did you look at all of the Mexican airport operators? PAC, ASR, and OMAB. I wrote a pitch for PAC where I saw prominent inverse correlation between oil and the stock price. So you may have to only look at smoother long term data to find a better correlation between the stock price of the airport operator and the GDP growth. Reply
  • commenter
    fingham
    May 15 01:52 PM
    Publicly Traded Airports: A Useful Benchmark? [view article]
    I would worry about being a shareholder in this type of enterprise that is so subject to government interference. Shareholders would likely become bagholders as soon as it becomes politically expedient. Reply
  • commenter
    JonD
    May 15 09:06 AM
    Publicly Traded Airports: A Useful Benchmark? [view article]
    Roger, how do you feel about pipelines (I own TYG) and other infrastructure sectors such as toll roads and utilities? Reply
  • commenter
    Roger
    Nusbaum
    May 13 07:12 PM
    My Website
    Publicly Traded Airports: A Useful Benchmark? [view article]
    thanks all,

    the Auckland story is interesting, ticker AIA.NZ, a pension fund in Canada, maybe the teachers in Ontario (which is a biggie), were trying to buy it but the gov't backed away, last i heard. interesting story.     Reply
  • commenter
    JonD
    May 13 02:26 PM
    Publicly Traded Airports: A Useful Benchmark? [view article]
    specific airports owned/operated by MGU-owned holding cos. include Paris, Vienna, Zurich, Auckland and Thailand (6 of them). Reply
  • commenter
    JonD
    May 13 02:08 PM
    Publicly Traded Airports: A Useful Benchmark? [view article]
    Roger, you should look at MGU --- public infrastructure CEF advised by Macquarie. unlike MIC, though, MGU only invests in public companies so no self-serving mark-to-model funny business.

    as of 3/31/08, MGU had 11.9% of its NAV in public airports. other interesting (non-correlated, alpha generating) infrastructure sectors include toll roads, pipelines, water utilities, etc. (all publicly traded).

    and pretty reasonable expense ratio for a levered actively managed CEF (the MER on etfconnect.com is wrong, btw).

    lots of international diversification, too, and just for you and your clients and readers, it's on sale right now at a 6.0% discount to its NAV.     Reply
  • commenter
    User 192654
    May 13 02:07 PM
    Publicly Traded Airports: A Useful Benchmark? [view article]
    SPASF is the symbol for Singapore Airport Terminal Services, or SATS, which provides ground handling and airline catering services at Singapore Changi Airport. Vienna and Aeroports de Paris own their respective airports. SATS is not an airport owner nor operator. Reply
  • commenter
    SeekingAlpha
    Editors
    Apr 06 05:24 AM
    My Website
    General Discussion on MQRSF.PK
    Is this a buy or a sell? Reply
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