Dealmaker’s Diary: AI + Airports = Your Next 50% Winner?

Shah Gilani|May 8, 2025

Most investors miss the most profitable part of the travel sector.

They chase airlines. They buy hotel chains. Meanwhile, the real money’s in airport operators.

I’ve found one that’s crushing it with 30% year-over-year income growth. That’s right – 30%!

What’s the secret? AI-powered everything:

• Smart passenger flow management
• Predictive maintenance systems
• Automated safety monitoring
• Energy efficiency optimization.

This isn’t some crazy expensive tech play either. You’re paying just $17.40 for every dollar of future profit.

My analysis shows 50% upside potential… plus a healthy dividend while you wait.

The downside? Limited. The upside? Massive.

Click on the thumbnail below for all the details – including the ticker.

Note: My GVI rating system to identify stocks that are seeing massive growth… are trading at a deep discount to their true value… AND stand to deliver incredible income… Like the incredible triple-digit gains some of my subscribers have had the chance to act on. I’m talking about a 112% win on TSLA in just 27 days… a 108% win on SAFE in just 39 days… and a 103% win on KO in just 6 days. See how you can get in on these kinds of trades here.

TRANSCRIPT

Hello, friends.

Welcome to another Dealmaker’s Diary… and my Stock of the Week.

It’s going to surprise you.

Grupo Aeroportuario del Pacfico (NYSE: PAC).

Headquartered in Guadalajara… but it’s the numbers. It’s again the numbers.

You would love for me to say, I am sure, it has to do with the narratives and the stories, and there are tariffs.

Oh, it must be to do with being outside of that whole thing. Nope. Nope. Nope.

I can give you a story. But we’ve got to look at the numbers because they are where people put their money, and where they put their money is where they tell the truth.

If they don’t put their money somewhere, then they’re all just talking.

It’s why journalists like to talk a lot.

So, let’s have a look at some of these numbers.

30% year-over-year income surge.

Would that continue given that the macro economy has changed somewhat?

Well, actually, let’s look beyond just short-term news cycles.

Look at the fact that you’ve got growth not just because of demand but because of your ability to supply.

You’ve got processes in place.

You have got a good business.

So, demand might go up and down, but at least you’ve got the ability to supply.

And that tells you a lot about a company, and it’s the bit that’s also often overlooked.

A P/E ratio of 23 is not cheap, but is not expensive.

And $17.40 for the forward P/E. So, you’re paying $17.40 for every expected dollar of profit.

It’s not expensive, but it’s not cheap. It’s somewhere in the middle. Okay?

And it’s got a good dividend as well.

It’s got lots of expansion plans. So, you’ve got a good story there.

Now as you know, one of the more recent things I love doing, I’m going to mention it again, is just looking at how these companies are using AI.

Now that’s partly because I just like to learn.

I think it’s an important part of learning what’s going on. And it’s just surprising me how extensive the use of AI has become in companies so quickly.

I’d expect giants like Microsoft to be doing it. But if you think about it, you and I have only been using the word AI so extensively for, what, 18 months?

And look at how much these companies have embedded that into their systems already.

In this case, you have AI-driven passenger flow management, smart maintenance systems, and predictive maintenance tools that are used to analyze equipment data to anticipate breakdowns.

You look at it and you think, of course, they would do operational forecasting – things like machine learning for forecasting airline schedules, airport congestion. That would make them more efficient.

Now you can see why some of the numbers have been looking so good.

And the point of AI is to remove business inefficiencies.

If you think about it, there are so many inefficiencies in business.

Take the old retail before Amazon came along. You had to have a physical presence on the high street. You had to maintain that presence. You had to hope somebody happens to walk by, who happens to want what you happen to be selling and might come in if you can’t fit it into your window display. So marketing, for instance, is inefficient.

Amazon came along and removed a lot of those inefficiencies.

There are negatives to Amazon, of course, as well.

But the point is PAC has removed a lot of inefficiencies in the airline or airport running business – safety and surveillance announcements, energy efficiency as well.

So let’s get to some numbers.

It’s an 8/10 on my proprietary algorithm, which measures valuation, growth, and income.

Anything above a 7 ticks the box.

Forecasted P/E on this measure is 14.5. I know earlier I said slightly over 17. There are different sorts of slight variations depending on how far forward you’re anticipating.

But, anyway, 14.5-17, all good. Not expensive, not cheap.

Sometimes I don’t have, for foreign companies, cash return capital investment figures because it all depends on our data sources. But that’s fine. That’s fine.

The Sortino Ratio is 0.26, not too bad. That’s return versus reward.

4.30, bit higher than I’d want.

And you can see above it’s been toe-to-toe with the S&P.

You can see the projections I’ve put forward there.

That’s the best case projection for it.

Worst case, you end up sideways.

I just think there’s too much good news bottled up for it to be sideways, but over a 12-month period, which is a short time frame, that could happen.

Let’s say after 12 months, I said to myself, wait a minute, I’ve not got the returns I thought. This is the kind of company where I’d say to myself, yeah, okay. I don’t mind holding it longer.

If you don’t have a plan B, which is if they shut off the stock market after 12 months, am I willing to hold for a further five years?

If you don’t have that plan B when you first buy a stock, then it’s probably a good idea not to buy that stock in the first place.

So if you’re just looking short term, right, 12 months or bust, that’s high risk.

Now discounted cash flow, yuck.

Discounted cash flow can be a bit erratic. It’s a nice-to-have. It’s not a must-have.

So overvalued, I know, not good, but I like the other things going right with the company and this momentum.

Hope you like it too. Thank you very much.