OMA: Near-Term Traffic Challenges, And Longer-Term Uncertainties, But Good Value And Nearshoring Leverage

Stocks with meaningful exposure to Mexican federal government policy have yet to recover from their post-election selloffs, but I do think there could be some bargains in the mix now, and that includes Grupo Aeroportuario del Centro Norte (NASDAQ:OMAB) ("OMA"), the operator of 13 airports in Mexico, including the airports in Monterrey, Culiacan, Chihuahua, and Ciudad Juarez. While there are valid concerns about government policy towards concession operators now, not to mention concerns about near-term traff ...