Ian Bezek explains why he favors high moat companies (2:00), why alcohol stocks are interesting (5:20) Mexico's long-term story (6:40) Argentina always a trade, never an investment (12:10).

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Show Notes:
Grupo Aeroportuario del Pacífico: It's Time To Buy This Dip
Grupo Aeroportuario Del Sureste: New Tulum Airport Isn't A Major Competitive Threat
Mexican Stocks Hit 8-Year Highs, I Remain Bullish
McCormick Q1 Results: Slump Is Over, Shares Are A Strong Buy

Episode transcripts

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