Delta Air Lines Inc

DAL-N

NYSE:DAL

25.84
1.18 (4.35%)
Delta Air Lines, Inc. is a major American airline, with its headquarters and largest hub at Hartsfield–Jackson Atlanta International Airport in Atlanta, Georgia.
More at Wikipedia

Analysis and Opinions about DAL-N

Signal
Opinion
Expert
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.

Show full opinionHide full opinion
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.

Show full opinionHide full opinion

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.

Show full opinionHide full opinion

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.

TOP PICK
TOP PICK
November 6, 2017

The stock took a hit. She likes it because she is seeing better cash flow than their peers. They really have some exceptional free cash flow yields. They are able to increase their margins. (Analysts’ target: $63.00).

Show full opinionHide full opinion

The stock took a hit. She likes it because she is seeing better cash flow than their peers. They really have some exceptional free cash flow yields. They are able to increase their margins. (Analysts’ target: $63.00).

BUY
BUY
September 5, 2017

Transportation stocks have had a kind of bumpy last few months, and have pulled back down, so are more attractive on a valuation perspective. He generally likes airlines. The business has been rationalized as they have "whittled down" to a large handful of players. They seem to be competing less on price, therefore respecting one another’s margins. Labour, etc. seems to have been put in the background. With global economy improving, they are able to keep prices high. This has a PE of less than 10.

Show full opinionHide full opinion
Delta Air Lines Inc (DAL-N)
September 5, 2017

Transportation stocks have had a kind of bumpy last few months, and have pulled back down, so are more attractive on a valuation perspective. He generally likes airlines. The business has been rationalized as they have "whittled down" to a large handful of players. They seem to be competing less on price, therefore respecting one another’s margins. Labour, etc. seems to have been put in the background. With global economy improving, they are able to keep prices high. This has a PE of less than 10.

TOP PICK
TOP PICK
July 18, 2017

The US airlines have fundamentally transformed themselves. They used to be carefree and footloose with funds. Over the last 4 years they have consolidated, and there are now only 4 major carriers, and have been enormously profitable. This is buying back stock hand over fist. Raised its dividend, and announced a 50% dividend increase for the next quarter. Trading at about 9X earnings. Dividend yield of 1.5%. (Analysts’ price target is $66.)

Show full opinionHide full opinion

The US airlines have fundamentally transformed themselves. They used to be carefree and footloose with funds. Over the last 4 years they have consolidated, and there are now only 4 major carriers, and have been enormously profitable. This is buying back stock hand over fist. Raised its dividend, and announced a 50% dividend increase for the next quarter. Trading at about 9X earnings. Dividend yield of 1.5%. (Analysts’ price target is $66.)

COMMENT
COMMENT
March 8, 2017

Chart shows this is retesting old highs, and that is always bullish.

Show full opinionHide full opinion

Chart shows this is retesting old highs, and that is always bullish.

BUY
BUY
January 30, 2017

It is another one she likes. They have not been able to add margins, but they were able to add flights so they have one of the better valuations. See Top Picks today.

Show full opinionHide full opinion

It is another one she likes. They have not been able to add margins, but they were able to add flights so they have one of the better valuations. See Top Picks today.

COMMENT
COMMENT
December 7, 2016

Doesn’t own any airline stocks. Typically, when airlines start to make enough money, they get into labour issues and have to increase capacity to deal with that. They’ve had a wonderful run and are wonderful trading vehicles, but there’s too much volatility for him.

Show full opinionHide full opinion

Doesn’t own any airline stocks. Typically, when airlines start to make enough money, they get into labour issues and have to increase capacity to deal with that. They’ve had a wonderful run and are wonderful trading vehicles, but there’s too much volatility for him.

BUY
BUY
December 1, 2016

Boeing (BA-N) or Delta (DAL-N)? This just rebounded off a beautiful price low at 2X Book. The stock is cheap. Its FMV is 85% higher than the current price. He would buy this and forget Boeing.

Show full opinionHide full opinion

Boeing (BA-N) or Delta (DAL-N)? This just rebounded off a beautiful price low at 2X Book. The stock is cheap. Its FMV is 85% higher than the current price. He would buy this and forget Boeing.

PAST TOP PICK
PAST TOP PICK
November 28, 2016

(A Top Pick Dec 16/15. Down 5.42%.) A superior operator in terms of an airline, and it has bounced all over the map. Reduced some of his exposure, but of the legacy carriers, this is best of breed. Really good cost control. Higher margins than others. Thinks better times are ahead for the airline industry.

Show full opinionHide full opinion
Delta Air Lines Inc (DAL-N)
November 28, 2016

(A Top Pick Dec 16/15. Down 5.42%.) A superior operator in terms of an airline, and it has bounced all over the map. Reduced some of his exposure, but of the legacy carriers, this is best of breed. Really good cost control. Higher margins than others. Thinks better times are ahead for the airline industry.

COMMENT
COMMENT
November 22, 2016

(Market Call Minute.) Airlines look great.

Show full opinionHide full opinion
Delta Air Lines Inc (DAL-N)
November 22, 2016

(Market Call Minute.) Airlines look great.

TOP PICK
TOP PICK
December 16, 2015

US has typically had a problem with capacity, so as the economy picks up, all the airlines come out with new planes, brings on too much capacity, and essentially over saturates the market, so margins collapse. Exactly the opposite is happening this cycle. They have been extremely disciplined. As one of the original legacy carriers, this is a very strong name that have cut costs down, has very strong margins with a powerful tailwind of lower fuel prices. Trading at roughly 9X next year’s earnings, so it is extremely cheap.

Show full opinionHide full opinion
Delta Air Lines Inc (DAL-N)
December 16, 2015

US has typically had a problem with capacity, so as the economy picks up, all the airlines come out with new planes, brings on too much capacity, and essentially over saturates the market, so margins collapse. Exactly the opposite is happening this cycle. They have been extremely disciplined. As one of the original legacy carriers, this is a very strong name that have cut costs down, has very strong margins with a powerful tailwind of lower fuel prices. Trading at roughly 9X next year’s earnings, so it is extremely cheap.

COMMENT
COMMENT
February 17, 2015

This airline seems to be performing very well. Have had a lot of cost cuts and significant earnings leverage. Air Canada (AC-T) trades at a big discount to a company like this, and he would favour it over the US airlines. (See Top Picks.)

Show full opinionHide full opinion
Delta Air Lines Inc (DAL-N)
February 17, 2015

This airline seems to be performing very well. Have had a lot of cost cuts and significant earnings leverage. Air Canada (AC-T) trades at a big discount to a company like this, and he would favour it over the US airlines. (See Top Picks.)

Showing 16 to 30 of 46 entries