From: Paul Senior | 9/13/2019 5:09:11 PM | | | | AAWW falls again. I add to my position.
Betting that a p/e under 4 (trailing) - and about 5 predicted (Yahoo) next year - is too low for this company that's been profitable every year past ten and sells under tangible book value (per Adfin). |
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To: Paul Senior who wrote (38) | 10/7/2019 4:04:54 PM | From: Paul Senior | | | AAWW. I sure have been wrong on this stock. Metrics still look good to me though. I add a tad more as stock continues to hit new lows. |
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From: Paul Senior | 11/6/2019 10:09:29 AM | | | | AYR: Sold my small position on today's buyout offer. (Have held position since 2012 with adds in 2016 and 2018.) |
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From: Paul Senior | 1/7/2020 4:43:36 PM | | | | FLY, AAWW.
Added a few shares. Small competitor compared to AER, but very profitable so far.
Giving up on AAWW and slowly selling shares (at loss). I've believed contract with Amazon would boost earnings and stock. Company can't seem to manage its pilot issues. Amazon has withdrawn some business from AAWW. |
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To: Paul Senior who wrote (42) | 3/11/2020 3:50:32 PM | From: Paul Senior | | | AER. If airlines don't go bk or have to turn in their leased planes, AER should be ok. But if air traffic is down for long and airline companies do have to try to get out of their leases, the AER will suffer. I've built up more than a few share position in AER and am to uncertain to hold it. So I've halved the position. |
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From: Paul Senior | 3/25/2020 5:10:09 PM | | | | Anybody here with an opinion to share on these lessors now that US airlines are getting some sort of relief package?
Issue is these co's lease internationally. I've no idea what's happening with those airlines and governments, other than China has offered a relief pkg. |
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