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Weekend Digest #247 (Hormel & Staples, CAAP Earnings, Despegar Thesis, Aggressive Portfolio May Review)

Weekend Digest #247 (Hormel & Staples, CAAP Earnings, Despegar Thesis, Aggressive Portfolio May Review)

Consumer staples stocks, Airports, Online Travel Agents, and a May portfolio review are among this week's topics.

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Ian Bezek
Jun 04, 2023
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Ian’s Insider Corner
Weekend Digest #247 (Hormel & Staples, CAAP Earnings, Despegar Thesis, Aggressive Portfolio May Review)
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Summary

  • Quick Hits: Costco, Dollar General warn on weak consumer spending. Hormel & Staples stocks. Also, Colombian stocks/currency rebound, here's why.

  • CAAP Earnings and the broader thesis for the airport operator going forward. The biggest question, will this stock double or will it triple over the next 18 months?

  • Re-examining the bull case for Despegar,…

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