Opinions Irwin Michael, B.Com, MBA
Fly Leasing LtdFLYTOP PICKSep 20, 2013
$13.73
Stock price when the opinion was issued
$38.74
As of Jun 05, 2026. Market Open.
transportation equip & components
It's the ideal tool to help you make quicker, more informed decisions for managing and tracking your investments.
You might be interested:
DON'T BUY
This company basically buys up airplanes and then lease them out to airline companies globally. The business model sounds fantastic and was doing really well for a while. He sold his position about a year ago. Doesn’t like the business plan right now. Stay away from this for now.
transportation equip & components
TOP PICK
(3 Top Picks are all yield stocks. Market is so beaten up stocks are very cheap.) Global leaser of airplanes. Its finances have not deteriorated at all. 16% yield. (Good pairs trade with Canadian Oil Sands (COS.UN-T)).
Derek Webb, CFAOwned
transportation equip & components
TOP PICK
Irish based specialists in leasing modern and fuel-efficient aircraft. Neat hedge for energy prices. Demand for leased aircraft is strong. 15% yield. Forward earnings multiple is at 10.
Ken McCordOwned
transportation equip & components
Leases aircraft to a lot of the major mobile carriers. Have over 100 planes. Dividend of 6.46%. Recently wanted to improve their balance sheet and use money for consolidation. BV of around $20. Did a share offer at about $14, which was a little upsetting. Stock went down below $13 but is now working its way back up. Good management.