Weekend Digest: #218 (IMF Buys, CAAP Is Silly Cheap, MDT, Banks, Energy, Mexican Airports)
Summary
IMF Buys: What I'm picking up for August. Updates on the Mexican airports, high-yield banks, and energy.
Selling Bachoco as the merger arb has played out and I am redeploying the cash.
CAAP is ridiculously cheap following its tremendous Q2 earnings. Shares are worth at minimum $14 today vs. today's $5.80 price, and could easily hit $20+ next year i…
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