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   Technology StocksAircraft leasing companies. FLY, AER, WLFC


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From: Paul Senior8/24/2014 10:00:50 PM
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AER: "Greenlight Capital starts new position in AerCap Holdings".

marketrealist.com

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To: Paul Senior who wrote (12)2/19/2015 9:39:34 PM
From: Paul Senior
   of 28
 
Have added a bit to my AER position. Fwiw, still holding AL, AYR, FLY also.

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From: Paul Senior2/23/2015 10:07:31 AM
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AER: beats on earnings and revs -- this quarter. I'll take a few more shares.

finance.yahoo.com

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From: Paul Senior10/14/2016 2:44:01 AM
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AER. Nice to see Pabrai Investments take a substantial position. I've added a few more shares now to my holdings.

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To: Paul Senior who wrote (15)11/15/2016 10:13:27 AM
From: JakeStraw
   of 28
 
Einhorn adds Aercap
finance.yahoo.com

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To: JakeStraw who wrote (16)11/15/2016 12:15:43 PM
From: Paul Senior
   of 28
 
That's favorable news. ...Or at least not unfavorable.

I am still holding my shares in a basket of several - AER, FLY, AYR, AL, AIR, AAWW

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To: Paul Senior who wrote (17)11/15/2016 12:30:05 PM
From: JakeStraw
   of 28
 
I missed the opportunity to get into AAWW in the mid-$30's. Do you follow ATSG?

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To: JakeStraw who wrote (18)11/15/2016 4:56:09 PM
From: Paul Senior
   of 28
 
No, it's a new one to me. I don't know anything about it.

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From: Paul Senior12/7/2016 4:01:18 PM
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I'll swap out some AIR for some more AL. Both at 12-mo highs; AL has a much lower forward p/e. Maybe it's the better bet now. Or not.

ca.finance.yahoo.com

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From: Paul Senior3/20/2017 12:55:32 PM
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FLY: I add a little to my position as stock falls. Impairment charges have hurt, but they may be over with the final sale of 2006 vintage aircraft. Share repurchase program still in place.

Shares at .7x stated bv. Otoh, shares have averaged .7xstated bv for the past five years. (And stated bv has fluctuated.) So possible at current price ($13.27) FLY could be a value trap.

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