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   Technology StocksAircraft leasing companies. FLY, AER, WLFC


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To: JakeStraw who wrote (18)8/2/2017 10:10:37 AM
From: Paul Senior
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ATSG. Error on my part, I now see. Should have looked into ATSG much more carefully when you asked me about it. Or I should have asked you why you mentioned it. Didn't realize they were involved with AMZN and its fulfillment business.
fool.com
fool.com

Now a little over 1/2 year later, and ATSG stock is up 50+%, I'll step in for a very small speculative bet that good results will continue both in its business and with stock. ATSG stock is hitting new high and doesn't look like a value proposition to me though.

(Good results reported today in AAWW and its subsequent stock surge this morning spurred me to revisit Aircraft/AMZN posts here.)

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From: JakeStraw8/17/2017 12:12:32 PM
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Atlas Air Worldwide Holdings (NASDAQ:AAWW) is now covered by analysts at Susquehanna Bancshares Inc. They set a "positive" rating and a $72.00 price target on the stock.

Air Transport Services Group, Inc (NASDAQ:ATSG) is now covered by analysts at Susquehanna Bancshares Inc. They set a "neutral" rating and a $22.00 price target on the stock

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From: Paul Senior9/27/2017 5:12:10 PM
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I give up (partially) on FLY. Low forward p/e, low p/stated bv ---> could be a value stock.

Otoh, for me, I've held some shares for more than two years, and at this point I'm in the red with them.
So maybe a value trap. I give up on those shares now, and have sold them.

Maybe company or stock performance is specific to FLY. (i.e. wrong models/types of planes being leased or coming off lease). All other stocks I'm looking at in the aircraft leasing sector seem to be in the green (if purchased two years ago).

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From: hollyhunter10/4/2017 8:31:51 AM
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Watch for a break of $51.84 to continue the uptrend.

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From: Paul Senior10/4/2017 1:06:59 PM
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AER: I'm adding here. Still a value imo: low p/e, low p/stated book value ----compared to other aircraft leasing companies I am following. (Realizing though that these companies have diffferent business customers and models (e.g. specializing in wide vs narrow bodies), different lease arrangements and borrowing costs, etc.)

AAWW. I like it for its AMZN prospects: I may step up for a small add to my few shares if stock will drop a bit.

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To: Paul Senior who wrote (27)10/13/2017 3:13:23 PM
From: Paul Senior
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AER. I'll average up here for a few more shares.

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