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Aircraft leasing companies. FLY, AER, WLFC
An SI Board Since July 2010
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Emcee:  Paul Senior Type:  Unmoderated
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32FLY. Good quarter and good outlook reported by FLY. I see now also in the pPaul Senior-August 23
31Looking good for higher prices. On watch for clear above 56.16. [graphic]Alejandroo Green-July 26
30ATSG - Investor Meetings, Boston, MA June 2018 atsginc.comJakeStraw-June 28
29Air Transport Services Group Stock Upgraded "We continue to see reJakeStraw-June 28
28AER. I'll average up here for a few more shares.Paul Senior-10/13/2017
27AER: I'm adding here. Still a value imo: low p/e, low p/stated book valuPaul Senior-10/4/2017
26Watch for a break of $51.84 to continue the uptrend. [graphic]hollyhunter-10/4/2017
25I give up (partially) on FLY. Low forward p/e, low p/stated bv ---> could Paul Senior-9/27/2017
24Atlas Air Worldwide Holdings (NASDAQ:AAWW) is now covered by analysts at SusquehJakeStraw-8/17/2017
23ATSG. Error on my part, I now see. Should have looked into ATSG much more caPaul Senior-8/2/2017
22Why Air Lease Should Soon Be Flying High Air Lease has been buffeted by fears ofJakeStraw-5/15/2017
21FLY: I add a little to my position as stock falls. Impairment charges have hPaul Senior-3/20/2017
20I'll swap out some AIR for some more AL. Both at 12-mo highs; AL has a mucPaul Senior-12/7/2016
19No, it's a new one to me. I don't know anything about it.Paul Senior-11/15/2016
18I missed the opportunity to get into AAWW in the mid-$30's. Do you follow ATJakeStraw-11/15/2016
17That's favorable news. ...Or at least not unfavorable. I am still holding Paul Senior-11/15/2016
16Einhorn adds Aercap
15AER. Nice to see Pabrai Investments take a substantial position. I've addePaul Senior-10/14/2016
14AER: beats on earnings and revs -- this quarter. I'll take a few more shaPaul Senior-2/23/2015
13Have added a bit to my AER position. Fwiw, still holding AL, AYR, FLY also.Paul Senior-2/19/2015
12AER: "Greenlight Capital starts new position in AerCap Holdings". maPaul Senior-8/24/2014
11FLY. Decided I'll up my position at current price. Has not been as good Paul Senior-8/20/2014
10AL. Not doing well with my holding of FLY. I'll stick with it for now, buPaul Senior-7/15/2014
9AerCap is buying AIG's International Lease Finance operations. From the WSPaul Senior-12/16/2013
8FSC enters aircraft leasing business: "Fifth Street Finance Corp. ( FSC) (Paul Senior-8/15/2013
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