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   Technology StocksAircraft leasing companies. FLY, AER, WLFC


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To: JakeStraw who wrote (34)6/6/2019 12:49:16 PM
From: Paul Senior
   of 50
 
AAWW stock falling, but business seems to me to be ok and growing. I add to my position.

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To: Paul Senior who wrote (36)8/26/2019 4:13:13 PM
From: Paul Senior
   of 50
 
AAWW continues to hit new lows. I add to my shares.

finance.yahoo.com

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From: Paul Senior9/13/2019 5:09:11 PM
   of 50
 
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
   of 50
 
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 Senior11/6/2019 10:09:29 AM
   of 50
 
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 Senior12/9/2019 4:26:38 PM
   of 50
 
AER. Adding a few shares here. Several positive articles in Seeking Alpha

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From: Paul Senior1/7/2020 4:43:36 PM
   of 50
 
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 Amazon has withdrawn some business from AAWW.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
   of 50
 
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 Senior3/25/2020 5:10:09 PM
   of 50
 
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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From: Paul Senior5/2/2020 5:06:23 PM
   of 50
 
AER. Greenlight Q1 2020 AER purchase, rationale:


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