Tyler Crowe
๐ค SpeakerAppearances Over Time
Podcast Appearances
You don't get a lot of competition when it comes to airports.
It's been an extremely lucrative business for more than 25 years.
They basically are allowed to raise rates as they put in new capital plans, very similar to regulated utilities we see in the United States.
Basically, anything that involves higher traffic, so higher tourism, things like that, it's been a very good time in the Southeast area of Mexico, at least with operations in the airports.
It's a company right now, its stock trades about 15X earnings.
It has an irregular dividend.
It's past 12 months, it paid an 11% dividend.
I wouldn't expect that to
happen again in 2026, but still, it tends to pay rather lucrative dividends over time.
A solid long-term business trading at a pretty cheap valuation and one that has a propensity to throw off cash is something that I really like to own.
That is what I can give you for that one.
That brings us to the end of the show.
We got Five Below, Capital One, and Southeast Airport Group as our stocks today.
All the time we have, Matt, John, thanks for sharing your thoughts.
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Thanks for producer Dan Boyd and the rest of The Motley Fool team.
For Matt, John, and myself, thanks for listening, and we'll chat again soon.