Aircraft leasing companies. FLY, AER, WLFC

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Technology Stocks Aircraft leasing companies. FLY, AER, WLFC

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To: JakeStraw who wrote (18)	8/2/2017 10:10:37 AM
From: Paul Senior	of 51

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: JakeStraw	8/17/2017 12:12:32 PM
	of 51

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 Senior	9/27/2017 5:12:10 PM
	of 51

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: hollyhunter	10/4/2017 8:31:51 AM
	of 51

Watch for a break of $51.84 to continue the uptrend.

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From: Paul Senior	10/4/2017 1:06:59 PM
	of 51

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	of 51

AER. I'll average up here for a few more shares.

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From: JakeStraw	6/28/2018 12:23:40 PM
	of 51

Air Transport Services Group Stock Upgraded fool.com "We continue to see renewed interest in air cargo, as supply chains speed up in response to the growth of e-commerce," argues Stifel. "ATSG is well positioned as one of the leaders in the acquisition, conversion, leasing, maintenance, and operations of freighters." Amazon may now be one of the biggest parts of its business, but ATSG gets as much revenue from DHL (28% last quarter) and is also a big supplier to the U.S. military (11% of revenue). In total, ATSG was leasing out 52 freighters to "external customers" such as these at the end of last quarter. Stifel says it finds ATSG shares "attractive" at current prices, "given the long-term growth prospects for the business -- with Amazon and outside of Amazon."

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From: JakeStraw	6/28/2018 2:23:24 PM
	of 51

ATSG - Investor Meetings, Boston, MA June 2018 atsginc.com

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From: Paul Senior	8/23/2018 10:43:04 AM
	of 51

FLY. Good quarter and good outlook reported by FLY. I see now also in the press release: FLY issued and sold approximately 1.3 million of its common shares to affiliates of Onex Corporation ("Onex") and the management team of BBAM Limited Partnership and its subsidiaries ("BBAM") at a purchase price of $15.00 per share. All FLY common shares held by Onex, and the newly issued FLY common shares held by members of the BBAM management team, are subject to a 180-day lock- up from the date of issuance. Stock up today on the news, about 5% to $14.50. I have held a few shaes for several years; I'll up my position a bit today. Business seems to be okay. From my perspective - holding several aircraft leasing companies over past few years - FLY stock has been moribund compared to others that I've held.

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From: Paul Senior	10/30/2018 12:39:10 PM
	of 51

Not a bad q report from AER (imo). Stock is down to 12-mo low. I'll add a few shares to my position.

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