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   Technology StocksAircraft leasing companies. FLY, AER, WLFC


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From: Paul Senior7/15/2014 4:30:36 PM
   of 28
 
AL. Not doing well with my holding of FLY. I'll stick with it for now, but now go for a tracking position with AL.

finance.yahoo.com


Betting a bit on the expertise of Chair and CEO Mr. Udvar-Hazy, who did very well in starting and running a prior aircraft lease company, International Lease Finance Corp.

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To: Paul Senior who wrote (10)8/20/2014 2:10:18 PM
From: Paul Senior
   of 28
 
FLY. Decided I'll up my position at current price. Has not been as good a performer as other aircraft leasing companies I am following. Otoh, 6.8% dividend yield is highest within the group.

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From: Paul Senior8/24/2014 10:00:50 PM
   of 28
 
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
   of 28
 
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
   of 28
 
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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