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Weekend Digest #308: Elections In Canada/LatAm, Airports, TXN, INBK, WST, RHI
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Weekend Digest #308: Elections In Canada/LatAm, Airports, TXN, INBK, WST, RHI

Buy and hold portfolio update including mini theses on four companies along with other stuff...

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Ian Bezek
May 11, 2025
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Weekend Digest #308: Elections In Canada/LatAm, Airports, TXN, INBK, WST, RHI
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Summary

  • Tremendous week for the airport stocks with several making new all-time highs. They remain undervalued and I'm not selling any of my positions.

  • Canadian and Australian elections swing to the left. There's no need to fear a similar reaction in upcoming LatAm elections, however. Here's the difference.

  • Most recent buy-and-hold portfolio purchases and …

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