Delta Air Lines Inc

DAL-N

NYSE:DAL

58.81
1.46 (2.42%)
Delta Air Lines, Inc. is a major American airline, with its headquarters and largest hub at Hartsfield–Jackson Atlanta International Airport in Atlanta, Georgia.
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Analysis and Opinions about DAL-N

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
January 14, 2020
(A Top Pick Jan 25/19, Up 32%) Delivered a home run earnings report today. Great earnings. They are buying fuel-efficient planes. In 2021-22, this can earn $10/share. They've been generating profits since 2015 and hopes Delta will finally be rewarded by the media. Emerging market wealth in Asia and India means more travellers.
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(A Top Pick Jan 25/19, Up 32%) Delivered a home run earnings report today. Great earnings. They are buying fuel-efficient planes. In 2021-22, this can earn $10/share. They've been generating profits since 2015 and hopes Delta will finally be rewarded by the media. Emerging market wealth in Asia and India means more travellers.
WEAK BUY
WEAK BUY
November 29, 2019
They're doing fine. Consolidation is what made Buffet take a closer look. International routes is where the money is. Earnings beat expectations this past quarter. There is consolidation in the business. The wild card is rising oil prices. If it rises, stock prices will suffer. Dividend growth of 19% so plenty of free cashflow.
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Delta Air Lines Inc (DAL-N)
November 29, 2019
They're doing fine. Consolidation is what made Buffet take a closer look. International routes is where the money is. Earnings beat expectations this past quarter. There is consolidation in the business. The wild card is rising oil prices. If it rises, stock prices will suffer. Dividend growth of 19% so plenty of free cashflow.
BUY
BUY
November 19, 2019
It's the only airline he owns. But the market is not yet ready to reward airlines with higher valuations. People are worried about recession and a slowdown in travel. He disagrees and thinks we are on the cusp of an improvement.
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Delta Air Lines Inc (DAL-N)
November 19, 2019
It's the only airline he owns. But the market is not yet ready to reward airlines with higher valuations. People are worried about recession and a slowdown in travel. He disagrees and thinks we are on the cusp of an improvement.
PAST TOP PICK
PAST TOP PICK
October 4, 2019
(A Top Pick Nov 27/18, Down 7%) He likes their low cost structure. Growth in air traffic from Asia will be big in the years to come and they are well positioned. They will continue to hold it. They do not own any Boeing Max787 planes.
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(A Top Pick Nov 27/18, Down 7%) He likes their low cost structure. Growth in air traffic from Asia will be big in the years to come and they are well positioned. They will continue to hold it. They do not own any Boeing Max787 planes.
SELL
SELL
July 9, 2019
He's never like airlines or aerospace. Also, it's at the top of its range. Two strikes against it. Sell.
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He's never like airlines or aerospace. Also, it's at the top of its range. Two strikes against it. Sell.
BUY
BUY
June 24, 2019

He likes the airlines and expects the US economy to expand. The number of US airlines have shrunk a lot, down to four, but they are mispriced to their relationship to loyalty-point cards. Delta signed a deal with AmEx where Delta believes they will have $7 billion in excess cash flow by 2023. That's pretty good. Everybody loves loyalty points to buy seats. It benefit consumers and airlines which have done a great job of upselling. Fuel prices have been a concern, but the oil price has remained low. Even if the economy heads into recession, Delta's balance sheet is lean and mean.

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He likes the airlines and expects the US economy to expand. The number of US airlines have shrunk a lot, down to four, but they are mispriced to their relationship to loyalty-point cards. Delta signed a deal with AmEx where Delta believes they will have $7 billion in excess cash flow by 2023. That's pretty good. Everybody loves loyalty points to buy seats. It benefit consumers and airlines which have done a great job of upselling. Fuel prices have been a concern, but the oil price has remained low. Even if the economy heads into recession, Delta's balance sheet is lean and mean.

BUY
BUY
June 18, 2019
The airlines are a lot smarter now. It's an oligopoly in the U.S. Only a few airlines control the gates at major airports. Flights fly to hubs and not between smaller cities, which is inconvenient for consumers. They also charge consumers for every little thing like peanuts. Also, more people can afford to fly now.
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The airlines are a lot smarter now. It's an oligopoly in the U.S. Only a few airlines control the gates at major airports. Flights fly to hubs and not between smaller cities, which is inconvenient for consumers. They also charge consumers for every little thing like peanuts. Also, more people can afford to fly now.
BUY
BUY
May 17, 2019
They make money. They have ordere premium economy seats that will boost revenues. Loves their free cash flow. They signed a new AmEx deal which is another tailwind. The economy remains strong.
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They make money. They have ordere premium economy seats that will boost revenues. Loves their free cash flow. They signed a new AmEx deal which is another tailwind. The economy remains strong.
TOP PICK
TOP PICK
January 25, 2019
Since 2013, they've been raising the dividend. They keep buying back shares. They own their own hub and generate a ton of free cash flow. Delta plans to keep buyin shares. For some reason, the market isn't convinced about Delta. They spend wisely. Huge demand for travel will continue around the world. Oil prices have fallen. He expects 10x earnings. He's excited about this. (Analysts’ price target is $63.67)
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Since 2013, they've been raising the dividend. They keep buying back shares. They own their own hub and generate a ton of free cash flow. Delta plans to keep buyin shares. For some reason, the market isn't convinced about Delta. They spend wisely. Huge demand for travel will continue around the world. Oil prices have fallen. He expects 10x earnings. He's excited about this. (Analysts’ price target is $63.67)
HOLD
HOLD
January 7, 2019
He was happier when the stock was at $60 a few weeks ago. Reiterated guidance of 2-3% growth this year, but market was hoping they'd benefit more from low price of oil. Stock can do well over $6/EPS as long as oil doesn't run back to $80 and the economy doesn't fall apart. Materially undervalued as a trading opportunity.
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He was happier when the stock was at $60 a few weeks ago. Reiterated guidance of 2-3% growth this year, but market was hoping they'd benefit more from low price of oil. Stock can do well over $6/EPS as long as oil doesn't run back to $80 and the economy doesn't fall apart. Materially undervalued as a trading opportunity.
TOP PICK
TOP PICK
November 27, 2018
Airlines are making money because there's high demand, but no new supply of seats. Airlines control airport gates which is hard for new competitors to come in. Delta is efficient, non-unionized with a fuel surcharge. They're making money. (Analysts’ price target is $67.58)
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Delta Air Lines Inc (DAL-N)
November 27, 2018
Airlines are making money because there's high demand, but no new supply of seats. Airlines control airport gates which is hard for new competitors to come in. Delta is efficient, non-unionized with a fuel surcharge. They're making money. (Analysts’ price target is $67.58)
PAST TOP PICK
PAST TOP PICK
September 20, 2018

(A Top Pick July 18/17 - Up 8%) Oil prices seemed to have stabilized, they are charging 30 dollars now for a checked baggage. They are returning capital. The risk is if the economy falls down. He sees a lot of upside still based on valuations.

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Delta Air Lines Inc (DAL-N)
September 20, 2018

(A Top Pick July 18/17 - Up 8%) Oil prices seemed to have stabilized, they are charging 30 dollars now for a checked baggage. They are returning capital. The risk is if the economy falls down. He sees a lot of upside still based on valuations.

BUY
BUY
July 10, 2018

Is this time different for airlines? They've consolidated and they say they won't fight each other about capacity this time. Delta and the others look pretty good now. But rising oil prices forced Delta to issue guidance to limit expectations. This is trading at 8.5x earnings. He thinks this time is indeed different for the airlines. Delta generates a lot of money from its credit cards (air miles). Good dividend and they're buying back stock.

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Is this time different for airlines? They've consolidated and they say they won't fight each other about capacity this time. Delta and the others look pretty good now. But rising oil prices forced Delta to issue guidance to limit expectations. This is trading at 8.5x earnings. He thinks this time is indeed different for the airlines. Delta generates a lot of money from its credit cards (air miles). Good dividend and they're buying back stock.

BUY
BUY
February 2, 2018

It's as good as any airline. Good 11% return on invested capital. Now's a good time to buy airlines, despite abysmal longer-time history.

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It's as good as any airline. Good 11% return on invested capital. Now's a good time to buy airlines, despite abysmal longer-time history.

HOLD
HOLD
January 12, 2018

Doesn't own any airlines right now. Had looked at Air Canada (AC-T) which had an incredible year last year. You could come up with a million and one issues of why you would never want to own an airline, but at the same time you could make an argument that you are in the sweet spot of a cycle for the airlines.

Show full opinionHide full opinion

Doesn't own any airlines right now. Had looked at Air Canada (AC-T) which had an incredible year last year. You could come up with a million and one issues of why you would never want to own an airline, but at the same time you could make an argument that you are in the sweet spot of a cycle for the airlines.

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