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

Ian BezekInvesting Group LeaderFollow5ShareSavePlay(11min)CommentsSummaryGrupo 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.OMAB offers a 4.6% dividend yield with 10–12% annualized dividend growth potential, supported by robust cash flow and a flexible payout policy.Looking for a helping hand in the market? Members of Ian's Insider Corner get exclusive ideas and guidance to navigate any climate. Learn More » Arlette Lopez/iStock Editorial via Getty Images Mexican airport operator Grupo Aeroportuario del Centro Norte, S.A.B. de C.V. (NASDAQ:OMAB) had been on a great run, with shares rising more than 50% over the past year up through February. However, a combinationThis article was written byIan Bezek23.52K FollowersFollowIan Bezek is a former hedge fund analyst at Kerrisdale Capital. He has spent the decade living in Latin America, doing the boots-on-the ground research for investors interested in markets such as Mexico, Colombia, and Chile. He also specializes in high-quality compounders and growth stocks at reasonable prices in the US and other developed markets. Ian leads the investing group Ian's Insider Corner. Features of the group include: the Weekend Digest which covers everything from new ideas to updates on current holdings and macro analysis, trade alerts, an active chat room, and direct access to Ian. Learn More.Analyst’s Disclosure: I/we have a beneficial long position in the shares of OMAB,PAC,ASR either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.