14 Airline Stocks Flying High in 2019

Good entry point, dividend safe? Last quarter OK. Problem is pilot unionization. Fuel price has gone up. Stock’s gone down because hasn’t had a knockout quarter. Never owns airlines because no consistently growing cash flow. Dividend is safe.

It will be interesting to see what happens with the acquisition of the Air Transat airline. Everyone is very cost competitive so he does not like airlines. There might be a bump here. If we are serious about climate change, then air travel is a major contributor. There may be a little money to be…

More money will chase yield stocks like this. This pay 6.9% on a 55% payout ratio. Six months ago, they extended their Air Canada deal to 2035. AC bears the load-factor risk, and Chorus will see very steady results. Chrous's airplane leasing business offers attractive spreads; AC invested $100 million here. (Analysts’ price target is…

*SHORT* (Pairs trade with a Long on Air Canada (AC-T). This has razor thin margins, so any little hiccup can throw them into losses. Last quarter there was warm weather, the currency, a threat of pilot strikes, Zika mosquitoes. Had very ugly Q1 numbers. Management indicated Q2 was going to be ugly as well. Everyone…

This is an ultra-low cost airline. The airlines have been doing very well recently. The chart shows the company is transitioning from one kind of company to another at around mid-December. He likes very-low-price companies but would be cautious about how much he would invest. Not more than 3% of his portfolio. He would expect…

One of the best run companies in the US. Earnings have come under pressure from competition and higher fuel costs. If earnings were normalized, the P/E would be in the mid teens.

Feels there is a trading catalyst to own an airline here. There has been some consolidation in this space. Traditionally these are not well run businesses but there is less capacity now, fuel is moving up and surcharges can be passed on. If they can manage those earnings and can guide the street conservatively, a…

Airlines are trading at very low multiples compared to other transportation. It is dirt cheap. An ultra low cost carrier. Flies to major domestic cities. Best margin in the business. It is not a business travelers` airline. They do 13% more flights per day with their planes than other carriers.

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).

Airline stocks have a tendency to be volatile. There is some seasonality in the spring time and you get a time in the summer when the stock does well. Looking at the charts, he does not see a seasonal pattern. Technically the chart shows it is forming a nice little base and is in a…

Jet liner companies are down on the two jetliners crashing. BA-N is admitting their software was malfunctioning. The stock was charging ahead on big backlog and demand. He has Airbus and it has done fine. There will be some switching. He prefers Airbus.

The will get tax relief from the election. For decades airlines were hated businesses because they were so competitive. Now the top 4 airlines represent 91% of the industry in the US. They are almost an oligopoly. They now have pricing power. (Analysts’ target: $22.42)

Cheap.

This is a recent acquisition. The backlog of orders for Boeing and Airbus is tremendous. He thinks China will favor Airbus over Boeing in future orders. He thinks the Bombardier acquisition gives them an advantage over Boeing across the fleet. They are also setting up a new maintenance service, which might take over work currently…