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Latest
Valuentum Commentary
Jul 22, 2011
United Continental and US Airways Troubled by Fuel Costs
Though United Continental and US Airways may not be in as bad of shape as AMR (American), their respective second-quarter results revealed ongoing challenges with rising fuel costs. Jul 21, 2011
AMR's Second-Quarter Results: Good News for the Shorts
We examine AMR's second-quarter results. Jul 20, 2011
Are Boeing's Competitive Advantages Waning? We Think So.
We outline the long-term implications of the recent massive AMR order to replace its aging fleet. Jul 20, 2011
AMR Likely to Split Massive Order Between Boeing, Airbus
We provide a follow up to our analysis two weeks prior that suggested AMR would pursue a split order between Boeing and Airbus to replace its aging narrowbody fleet. Jul 19, 2011
Yield Outlook Deteriorates for Airline Stocks
The IATA published its July 2011 Airline Business Confidence Survey, which suggested that the yield environment for airlines is deteriorating. We think this news reinforces our negative view on the group. Jul 12, 2011
Merger Mania in the Brazilian Air Travel Market: A Net Positive
With Lan Airlines expected to merge with TAM, and Gol planning to tie the knot with Webjet, mergers are heating up in the Brazilian airline industry. We outline our thoughts on consolidation. Jul 5, 2011
What Does $150 Oil Mean for Airline Stocks? New 52-week Lows.
We estimate the global airline industry could lose more than $12 billion in 2012, should $150 crude oil become the norm. Jul 5, 2011
Analyst Note: Hedge Positions of the Major Network Airlines
We wanted to provide our subscribers with a brief snapshot of the 2012 hedge positions of the major airlines, should there be an oil price shock in spring 2012 along the lines of what Barron's outlined in its cover story over the weekend. Jul 1, 2011
AMR's Big Order to Pressure Cash Flow, Boeing in Precarious Position
AMR plans to replace its aging fleet, but at a great cost to cash flow. And what if the major carrier opts for Airbus' A320neo? Will other all-Boeing airlines switch as well? Jun 9, 2011
Ageing Fleets: Which Airline Has the Highest Costs?
We evaluate the fleet age of the Big Four legacy carriers and dive into which planes they plan to purchase next. Latest News and Media The High Yield Dividend Newsletter, Best Ideas
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