Delta Air Lines Inc

DAL-N

NYSE:DAL

26.89
0.72 (2.73%)
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
COMMENT
COMMENT
November 17, 2014

PE ratio of about 10X, which is cheaper than some of the other airlines. All of the airlines are benefiting from the US industry consolidation. This gives them pricing power, such as checked bags charges, etc. Even at 10X, it is still an attractive industry, but he doesn't think this would be his 1st choice. His preference would be United Airlines (UAL-N), which he feels is a better run business and one you can count on doing better over the next 2-3 years.

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Delta Air Lines Inc (DAL-N)
November 17, 2014

PE ratio of about 10X, which is cheaper than some of the other airlines. All of the airlines are benefiting from the US industry consolidation. This gives them pricing power, such as checked bags charges, etc. Even at 10X, it is still an attractive industry, but he doesn't think this would be his 1st choice. His preference would be United Airlines (UAL-N), which he feels is a better run business and one you can count on doing better over the next 2-3 years.

HOLD
HOLD
October 6, 2014

He is not too fond of airlines in general. However, this one got a bit of good news today in that their bonds are gaining on the credit side in terms of their rating. Airlines typically are high fixed costs, so in times of trouble they don’t do well. However, all of them seem to have been doing well. If you do see a correction, airline stocks will come off quickly.

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He is not too fond of airlines in general. However, this one got a bit of good news today in that their bonds are gaining on the credit side in terms of their rating. Airlines typically are high fixed costs, so in times of trouble they don’t do well. However, all of them seem to have been doing well. If you do see a correction, airline stocks will come off quickly.

PAST TOP PICK
PAST TOP PICK
August 13, 2014

(A Top Pick Aug 29/13. Up 91.33%.) The industry had gone through bankruptcy, and through that process had managed to rebalance their cost structures, notably their union contracts. They all got financial discipline finally and got pricing power.

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(A Top Pick Aug 29/13. Up 91.33%.) The industry had gone through bankruptcy, and through that process had managed to rebalance their cost structures, notably their union contracts. They all got financial discipline finally and got pricing power.

TOP PICK
TOP PICK
August 29, 2013

Up until two years ago the entire earnings of the industry was negative. AMR is the latest bankruptcy. Now they have consolidated. Margin is being helped by charges for checked baggage and changes.

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Up until two years ago the entire earnings of the industry was negative. AMR is the latest bankruptcy. Now they have consolidated. Margin is being helped by charges for checked baggage and changes.

HOLD
HOLD
May 3, 2013

The angle of ascent has been steep. Corrections are fairly sharp. Thinks they will continue to experience upside but not without the sharp corrections. Don’t panic too much. Look for a hook down in momentum indicators to exit.

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The angle of ascent has been steep. Corrections are fairly sharp. Thinks they will continue to experience upside but not without the sharp corrections. Don’t panic too much. Look for a hook down in momentum indicators to exit.

DON'T BUY
DON'T BUY
May 7, 2008
High cost of jet fuel has a significant impact on airlines. Airline industry in the US is undergoing consolidation right now because it is in big trouble.
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High cost of jet fuel has a significant impact on airlines. Airline industry in the US is undergoing consolidation right now because it is in big trouble.
DON'T BUY
DON'T BUY
April 22, 2008
There apparently is going to be a merger but the biggest problem will be a cultural one between the pilots. Airlines have a host of problems including the high cost of fuel but demand is rising and load factors are going up. Wouldn't be a buyer of this.
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There apparently is going to be a merger but the biggest problem will be a cultural one between the pilots. Airlines have a host of problems including the high cost of fuel but demand is rising and load factors are going up. Wouldn't be a buyer of this.
DON'T BUY
DON'T BUY
September 6, 2005
Airlines have been scary for a while, but are recovering a bit but are now back in the same boat with sky high jet fuel prices. They only own one stock in the sector (Air France AKH-N) and he is a little bit nervous about it, but it has been doing pretty well because they've been hedging their fuel prices. Maneuvering room is extremely limited.
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Delta Air Lines Inc (DAL-N)
September 6, 2005
Airlines have been scary for a while, but are recovering a bit but are now back in the same boat with sky high jet fuel prices. They only own one stock in the sector (Air France AKH-N) and he is a little bit nervous about it, but it has been doing pretty well because they've been hedging their fuel prices. Maneuvering room is extremely limited.
DON'T BUY
DON'T BUY
August 31, 2005
In tough straits. The price of fuel is their problem as refining capacity is extremely tight. Can see them under increasing pressures, even if they raise prices. May have a tough time staving off bankruptcy.
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In tough straits. The price of fuel is their problem as refining capacity is extremely tight. Can see them under increasing pressures, even if they raise prices. May have a tough time staving off bankruptcy.
DON'T BUY
DON'T BUY
October 7, 2004
Model price is substantially below its current price. No earnings.
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Model price is substantially below its current price. No earnings.
DON'T BUY
DON'T BUY
September 10, 2004
Have value, but no earnings. If US Air goes into bankruptcy, it will put a lot of pressure on the major airlines. Will have a tough year.
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Delta Air Lines Inc (DAL-N)
September 10, 2004
Have value, but no earnings. If US Air goes into bankruptcy, it will put a lot of pressure on the major airlines. Will have a tough year.
DON'T BUY
DON'T BUY
August 13, 2004
Has had a rough ride. Expect it will be going into Chapter 11 sometime. Have high fixed costs such as oil and unions.
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Has had a rough ride. Expect it will be going into Chapter 11 sometime. Have high fixed costs such as oil and unions.
DON'T BUY
DON'T BUY
July 20, 2004
A difficult business to get any kind of pricing power. Instead of airlines, concentrate on niche players such as Transat.
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A difficult business to get any kind of pricing power. Instead of airlines, concentrate on niche players such as Transat.
DON'T BUY
DON'T BUY
March 9, 2004
A lot of value portfolio managers are starting to look at this airline. The high price of oil is a factor that could put earnings in the red.
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A lot of value portfolio managers are starting to look at this airline. The high price of oil is a factor that could put earnings in the red.
DON'T BUY
DON'T BUY
February 19, 2004
Generally are cautious on airlines. They have a tremendous amount of debt and very little equity value.
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Delta Air Lines Inc (DAL-N)
February 19, 2004
Generally are cautious on airlines. They have a tremendous amount of debt and very little equity value.
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