Middle Coast Investing Q1 2026 Portfolio Activity

Booking's share price dropped as much as 32% from its highs of last year, and 25% from the start of this year. Gitlab has not been a good stock since its IPO during the bubbly 2021 market. We bought Capital One shares in accounts that hadn't owned Discover Financial (which COF took over a year ago) before, but we were probably early at $210-$220.

Seeking Alpha • Oct 13, 2026

OMAB vs. EXPD: Which Stock Should Value Investors Buy Now?

Investors interested in stocks from the Transportation - Services sector have probably already heard of Grupo Aeroportuario del Centro Norte (OMAB) and Expeditors International (EXPD). But which of these two companies is the best option for those looking for undervalued stocks?

Zacks Investment Research • Oct 8, 2026

Grupo Aeroportuario del Centro Norte Q2 Earnings Call Highlights

Grupo Aeroportuario del Centro Norte NASDAQ: OMAB reported second-quarter 2026 passenger traffic of 7.2 million, up 0.4% from a year earlier, as growth in domestic travel offset a decline in international traffic. The airport operator said adjusted EBITDA rose 6.2% to MXN 2.7 billion, while consolidated net income increased 10.2% to MXN 1.5 billion.

MarketBeat • Jul 28, 2026

Grupo Aeroportuario del Centro Norte, S.A.B. de C.V. (OMAB) Q2 2026 Earnings Call Transcript

Grupo Aeroportuario del Centro Norte, S.A.B. de C.V. (OMAB) Q2 2026 Earnings Call Transcript

Seeking Alpha • Jul 28, 2026

Grupo Aeroportuario del Centro Norte: A World Cup Host, And Broader Bullish Outlook

Mexican airport operators are in the news thanks to Mexico being a co-host of the World Cup. World Cup events will boost OMAB's Q2 2026 traffic, but this is a one-off; sustained growth is anchored in Mexico's industrial expansion and reshoring trends. Centro Norte trades at 15x forward earnings and just under 11x EV/EBITDA, with analysts projecting a return to low-teens revenue growth in 2027.

Seeking Alpha • Jun 21, 2026

Strength Seen in Grupo Aeroportuario del Centro Norte (OMAB): Can Its 7.1% Jump Turn into More Strength?

Grupo Aeroportuario del Centro Norte (OMAB) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might not help the stock continue moving higher in the near term.

Zacks Investment Research • Jun 16, 2026

Grupo Aeroportuario del Centro Norte, S.A.B. de C.V. (OMAB) Q1 2026 Earnings Call Transcript

Grupo Aeroportuario del Centro Norte, S.A.B. de C.V. (OMAB) Q1 2026 Earnings Call Transcript

Seeking Alpha • Apr 28, 2026

Want to Play the Reshoring Theme? You Might Want to Buy These Stocks South of the Border.

Airports in Mexico are likely to see increased traffic from tourism and industrial development. Grupo Aeroportuario del Pacifico has a mix of tourist and manufacturing hubs.

The Motley Fool • Apr 12, 2026

Grupo Aeroportuario del Centro Norte: I'm Not Worried About Oil Prices

Grupo Aeroportuario del Centro Norte is my current favorite among the Mexican airport operators. OMAB continues to benefit from nearshoring trends favoring its business-focused airports. The company is on pace for a solid 2026, and the valuation is undemanding at the current entry point.

Seeking Alpha • Mar 13, 2026

Grupo Aeroportuario del Centro Norte, S.A.B. de C.V. (OMAB) Q4 2025 Earnings Call Transcript

Grupo Aeroportuario del Centro Norte, S.A.B. de C.V. (OMAB) Q4 2025 Earnings Call Transcript

Seeking Alpha • Feb 24, 2026