What the experts are saying about AL-N

Signal	Opinion	Expert
TOP PICK	Air Lease(AL-N) March 11, 2019 They are a distributor for aircraft. They buy in bulk. It is cheaper to lease it than to buy it direct. It is growing 20% this year and next and trading at about 6 times earnings. With the aircraft crash over the weekend it is probably an even better buying opportunity. (Analysts’ price target is $51.30) Financial Services 0 0 0 0 0 0 comments	They are a distributor for aircraft. They buy in bulk. It is cheaper to lease it than to buy it direct. It is growing 20% this year and next and trading at about 6 times earnings. With the aircraft crash over the weekend it is probably an even better buying opportunity. (Analysts’ price target is $51.30) Financial Services 0 0 0 0 0 0 comments Teal Linde Portfolio , Linde Equity Report... Price $34.790 Owned Yes

TOP PICK	Air Lease(AL-N) December 10, 2018 He has recommended it in the past. It is back to its bottom end of valuation. They have an influx of deliveries next year. They are a distributor for planes outside North America. (Analysts’ price target is $58.38) Financial Services 0 0 0 0 0 0 comments	He has recommended it in the past. It is back to its bottom end of valuation. They have an influx of deliveries next year. They are a distributor for planes outside North America. (Analysts’ price target is $58.38) Financial Services 0 0 0 0 0 0 comments Teal Linde Portfolio , Linde Equity Report... Price $35.270 Owned Yes
PAST TOP PICK	Air Lease(AL-N) May 29, 2017 (Top Pick Aug 15/16, Up 36%) They are like a distributor for BA-N and Air Bus. He lightened up, but they are still growing. It is a hold now. Financial Services 0 0 0 0 0 0 comments	(Top Pick Aug 15/16, Up 36%) They are like a distributor for BA-N and Air Bus. He lightened up, but they are still growing. It is a hold now. Financial Services 0 0 0 0 0 0 comments Teal Linde Portfolio , Linde Equity Report... Price $37.510 Owned Yes
PAST TOP PICK	Air Lease(AL-N) November 28, 2016 (A Top Pick Dec 14/15. Up 17.49%.) He still likes this. They’ve been delivering strong results for 3 years, but the PE multiple has continued to contract, and it has finally seen a lift. Had 21% EPS growth last quarter, and a 19% ROE on a pre-tax basis adjusted, which was their highest ever. Financial Services 0 0 0 0 0 0 comments	(A Top Pick Dec 14/15. Up 17.49%.) He still likes this. They’ve been delivering strong results for 3 years, but the PE multiple has continued to contract, and it has finally seen a lift. Had 21% EPS growth last quarter, and a 19% ROE on a pre-tax basis adjusted, which was their highest ever. Financial Services 0 0 0 0 0 0 comments Teal Linde Portfolio , Linde Equity Report... Price $36.390 Owned Yes
PAST TOP PICK	Air Lease(AL-N) August 15, 2016 (Top Pick Jun 15/15, Down 21.69%) It is still growing at the same rate but the PE is now only 8. It is more attractive today than 3 years ago. He is still a believer. There is concern about low interest rates but that has been the case for several years. They are growing at double digits. Financial Services 0 0 0 0 0 0 comments	(Top Pick Jun 15/15, Down 21.69%) It is still growing at the same rate but the PE is now only 8. It is more attractive today than 3 years ago. He is still a believer. There is concern about low interest rates but that has been the case for several years. They are growing at double digits. Financial Services 0 0 0 0 0 0 comments Teal Linde Portfolio , Linde Equity Report... Price $27.800 Owned Yes
TOP PICK	Air Lease(AL-N) August 15, 2016 On the valuation side it does not get as much love as it should. The share price has been going sideways for three years and the earnings have been going up. Financial Services 0 0 0 0 0 0 comments	On the valuation side it does not get as much love as it should. The share price has been going sideways for three years and the earnings have been going up. Financial Services 0 0 0 0 0 0 comments Teal Linde Portfolio , Linde Equity Report... Price $27.800 Owned Yes
COMMENT	Air Lease(AL-N) March 2, 2016 Aircraft leasing company. Earnings trajectory is very, very good. One of the problems is the chart. You can have a good company, but a technical drop in the chart. With a continuation of lower lows, you face a wall of sellers every time. From a bottom-up standpoint, he doesn’t mind this space at all, but technically this has a lot of work to do. If it gets through the gap between $30 and $35, he would be a little more constructive on it. Financial Services 0 0 0 0 0 0 comments	Aircraft leasing company. Earnings trajectory is very, very good. One of the problems is the chart. You can have a good company, but a technical drop in the chart. With a continuation of lower lows, you face a wall of sellers every time. From a bottom-up standpoint, he doesn’t mind this space at all, but technically this has a lot of work to do. If it gets through the gap between $30 and $35, he would be a little more constructive on it. Financial Services 0 0 0 0 0 0 comments Cameron Hurst Chief Inve, Equium Capital Manag... Price $30.900 Owned Unknown
TOP PICK	Air Lease(AL-N) December 14, 2015 (Top Pick Dec 11/14, Down 10.97%) The chart is going sideways and the earnings are growing 15-20%. There is a high likelihood of appreciation. Air craft leasing. Excellent management. They have an order file of $34 Billion and $9 Billion in assets. They have room to grow. Financial Services 0 0 0 0 0 0 comments	(Top Pick Dec 11/14, Down 10.97%) The chart is going sideways and the earnings are growing 15-20%. There is a high likelihood of appreciation. Air craft leasing. Excellent management. They have an order file of $34 Billion and $9 Billion in assets. They have room to grow. Financial Services 0 0 0 0 0 0 comments Teal Linde Portfolio , Linde Equity Report... Price $30.680 Owned Yes
STRONG BUY	Air Lease(AL-N) September 14, 2015 They just came out with great earnings. It is attractive, but reminds him of EFN-T which didn’t do anything for a year. He might have made AL-N a top pick today. He likes to hold stocks 3-5 years. Financial Services 0 0 0 0 0 0 comments	They just came out with great earnings. It is attractive, but reminds him of EFN-T which didn’t do anything for a year. He might have made AL-N a top pick today. He likes to hold stocks 3-5 years. Financial Services 0 0 0 0 0 0 comments Teal Linde Portfolio , Linde Equity Report... Price $31.450 Owned Unknown
TOP PICK	Air Lease(AL-N) June 15, 2015 (Top Pick Jun 4/14, Down 12.63%) Management built the largest airline leasing company in the world and now are doing it again with AL-N. It did not do much in the last year, but he still likes it. They are still a small company, but brought their contacts from the past. They partnered with a private equity fund to raise money for them. They manage the leases. Financial Services 0 0 0 0 0 0 comments	(Top Pick Jun 4/14, Down 12.63%) Management built the largest airline leasing company in the world and now are doing it again with AL-N. It did not do much in the last year, but he still likes it. They are still a small company, but brought their contacts from the past. They partnered with a private equity fund to raise money for them. They manage the leases. Financial Services 0 0 0 0 0 0 comments Teal Linde Portfolio , Linde Equity Report... Price $35.960 Owned Yes
BUY	Air Lease(AL-N) March 9, 2015 It was a Top Pick a couple of times. He expects it to appreciate since there is an upgrade cycle involving 600 replacements each year in the industry. AL-N is tapping into the whole growth zone. 18% revenue growth at present. Financial Services 0 0 0 0 0 0 comments	It was a Top Pick a couple of times. He expects it to appreciate since there is an upgrade cycle involving 600 replacements each year in the industry. AL-N is tapping into the whole growth zone. 18% revenue growth at present. Financial Services 0 0 0 0 0 0 comments Teal Linde Portfolio , Linde Equity Report... Price $37.790 Owned Unknown
TOP PICK	Air Lease(AL-N) December 11, 2014 All the planes before 9/11 were built on $30 oil. They buy planes and lease them around the world. Financial Services 0 0 0 0 0 0 comments	All the planes before 9/11 were built on $30 oil. They buy planes and lease them around the world. Financial Services 0 0 0 0 0 0 comments Teal Linde Portfolio , Linde Equity Report... Price $34.700 Owned Yes
BUY	Air Lease(AL-N) September 11, 2014 Run by the pioneer of the airline leasing industry. There is room for new players, but they are so entrenched that he is still comfortable with it. Financial Services 0 0 0 0 0 0 comments	Run by the pioneer of the airline leasing industry. There is room for new players, but they are so entrenched that he is still comfortable with it. Financial Services 0 0 0 0 0 0 comments Teal Linde Portfolio , Linde Equity Report... Price $37.200 Owned Yes
TOP PICK	Air Lease(AL-N) June 4, 2014 Earnings are expected to grow at 29% this year and revenues are growing at about 20%-22%. Trading at 18X earnings. Growth valuation multiples are very attractive. They buy new planes from Boeing (BA-N) and Airbus in bulk, so they get volume discounts, and are 1^st in line. They then go to the smaller airlines around the world who, if they want to buy a plane from Boeing, have to pay full price and wait further back in line, and probably have higher cost of capital. It is cheaper for them to lease from this company than it is to buy direct. Yield of 0.29%. Financial Services 0 0 0 0 0 0 comments	Earnings are expected to grow at 29% this year and revenues are growing at about 20%-22%. Trading at 18X earnings. Growth valuation multiples are very attractive. They buy new planes from Boeing (BA-N) and Airbus in bulk, so they get volume discounts, and are 1^st in line. They then go to the smaller airlines around the world who, if they want to buy a plane from Boeing, have to pay full price and wait further back in line, and probably have higher cost of capital. It is cheaper for them to lease from this company than it is to buy direct. Yield of 0.29%. Financial Services 0 0 0 0 0 0 comments Teal Linde Portfolio , Linde Equity Report... Price $41.200 Owned Yes