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S*******g
发帖数: 843 | | w**a
发帖数: 3510 | 2 这个价位进DAL无压力。三大老牌里好像花街最喜欢这家。
[在 Snowhuang (德意志) 的大作中提到：]
:入了点DAL玩玩。 | o*********l
发帖数: 1807 | 3 我进来看见底是什么结果就是忽悠人买dal.
【在 S*******g 的大作中提到】
: 入了点DAL玩玩。
| S*******g
发帖数: 843 | 4 我忽悠你干嘛？你自己去看看各项指标。
我早盘买的。
贴个图吧。
【在 o*********l 的大作中提到】
: 我进来看见底是什么结果就是忽悠人买dal.
| s***d
发帖数: 15421 | | c*******e
发帖数: 10 | 6 我买了另外两家 AAL 和 UAL, 因为它们的 PE 2.6 好低啊。
请问为什么 DAL PE高一倍呢, WallStreet为什么喜欢它呢？ AAL和UAL的销售额，盈利
都不比DAL差.
【在 S*******g 的大作中提到】
: 我忽悠你干嘛？你自己去看看各项指标。
: 我早盘买的。
: 贴个图吧。
| S*******g
发帖数: 843 | 7 买股票如果按PE高低决定，那大家排好队按PE买好了。
其他都不用想了。
现实不是如此。
航空股短期都有涨，涨多涨少而已。盼32的，要等大盘暴跌也未必能等到。 | w**a
发帖数: 3510 | 8 Delta的管理层执行力更强，战略目标更靠谱，成本控制也更好。你也知道花街多不喜
欢AAL现在的CEO
[在 chinapope (pope) 的大作中提到：]
:我买了另外两家 AAL 和 UAL, 因为它们的 PE 2.6 好低啊。
:请问为什么 DAL PE高一倍呢, WallStreet为什么喜欢它呢？ AAL和UAL的销售额，盈
利都不比DAL差. | s***d
发帖数: 15421 | 9 不要看pe,你看看AAL debt/eqt 赫赫. 他们还有不少公司可转债. debt/eq 里面最低的
southwest,
不过相应PE也会提高.
【在 c*******e 的大作中提到】
: 我买了另外两家 AAL 和 UAL, 因为它们的 PE 2.6 好低啊。
: 请问为什么 DAL PE高一倍呢, WallStreet为什么喜欢它呢？ AAL和UAL的销售额，盈利
: 都不比DAL差.
| s***d
发帖数: 15421 | 10 我看法相反,dal 不如UAL 赫赫.西海岸太平洋航线权.
【在 S*******g 的大作中提到】
: 买股票如果按PE高低决定，那大家排好队按PE买好了。
: 其他都不用想了。
: 现实不是如此。
: 航空股短期都有涨，涨多涨少而已。盼32的，要等大盘暴跌也未必能等到。
| | | w**a
发帖数: 3510 | 11 UAL服务太烂，管理层不行。
[在 sayid (老留 小武) 的大作中提到：]
:我看法相反,dal 不如UAL 赫赫.西海岸太平洋航线权. | S*******g
发帖数: 843 | 12 Relatively low fuel costs, high load factors and tourism tailwinds have
handed Southwest Airlines (LUV) and Delta Air Lines (DAL) some solid gains.
Yet both airlines have seen their shares fall this year. Southwest is down 7
.1% year to date, while Delta has fallen 25%.
This is presenting investors with excellent opportunities to grab shares in
these "battleship" airline stocks at bargain-basement prices.
1. Delta Air Lines
After nearly nine decades, Delta is the oldest airline still operating in
the U.S. The company combines strong fundamentals with a rock-bottom
valuation. Although its earnings growth looks like it is slowing somewhat,
analysts still expect Delta Air Lines to churn out average annual growth in
adjusted earnings per share of 17% over the next five years. Over the last
five years, average growth has been 24%.
Although some market participants have criticized Delta's rival American
Airlines Group for its large $21.74 billion debt load, Delta's pattern of
cutting debt puts the airline in a better position to weather an industry
downturn. Delta's debt is only $8.5 billion.
And Delta's free cash flow is nothing to scoff at. Although revenue has more
than doubled over the last 10 years, free cash flow has grown more than
eight times. At nearly $5 billion in free cash flow for 2015, Delta Air
Lines has greater cash flow than United Continental, Ryanair and easyJet (
ESYJY) combined. This solidifies Delta's 1.4% dividend yield with a margin
of safety that is rare in the aviation industry.
The recent weakness in airline stocks caused by the Orlando shooting and the
Shanghai bombing has made Delta cheaper than it deserves to be, given its
pedigree and earnings potential.
Although it's no secret that the market isn't exactly a fan of airlines
right now, Delta Air Lines is way too cheap to ignore.
At a price/earnings-to-growth ratio of just 0.34, based on analysts'
earnings estimate for the next five years, Delta Air Lines is extremely
attractive compared with peers such as United Continental (1.76), American
Airlines (-0.36), Ryanair (1.10) and Alaska Air (0.93).
2. Southwest Airlines
Southwest Airlines is the world's largest low-cost carrier. Among the select
set of six airlines that won the rights to fly to Cuba, Southwest Airlines
is a big brand and has a ton of growth potential.
It reported a sizzling load factor for May 2016 at 85.8%, but unlike rival
JetBlue, Southwest did not cut its annual capacity growth guidance.
Analysts expect Southwest will grow adjusted EPS and average of 19% over the
next five years. That makes the company among the best growth opportunities
in the airline space. For comparison, Ryanair is expected to see average
annual adjusted EPS growth of 11.05% for the next five years, while Hawaiian
is expected to see average growth of 12.07%. American Airlines is expected
to report negative growth, while United Continental is expected to see
average growth of only 2.9%.
Like Delta, Southwest is getting more profitable over time. We like its
focus on free cash flow. After hitting the low point in 2009, Southwest has
recovered smartly and delivered three straight years of $1 billion-plus
annual free cash flow.
This, we believe, is driven by its higher operating margins, which at 7.2%
are better than the industry average of 5.5% and better than Delta, American
and United Continental.
Southwest boasts a solid reputation among travelers, scoring 781 out of a
possible 1,000 points in J.D. Power's latest rankings of customer
satisfaction, second among low-cost carriers only to JetBlue. The average
score in the low-cost carrier segment was 766.
The 15 analysts offering 12-month price forecasts for Southwest Airlines
have a median target of $55.00, which means this stock could turn into a 38%
moneymaking opportunity.
If valuations are your only yardstick, Delta is the cheaper stock. Southwest
, meanwhile, is a great play for those who want faster growth and a lighter
debt profile. Either way, you just can't go wrong with these "battleship"
airline stocks.
---
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thousands of dollars in "Free Money" every month. | c*******e
发帖数: 10 | 13 我买了多AAL, 目前还在浅水中。AAL的debt多于20B，不过目前AAL的盈利超好，还账不
是问题。
希望油价只要不太快过60。
【在 s***d 的大作中提到】
: 不要看pe,你看看AAL debt/eqt 赫赫. 他们还有不少公司可转债. debt/eq 里面最低的
: southwest,
: 不过相应PE也会提高.
| s***d
发帖数: 15421 | 14 航空业最大的危险还是金融风险,金融业要是出问题,航空业就会出问题,尤其是航空公
司发债会出问题. 所以你要是比较一下几个航空公司和 fas的关系,步调还是很一致的.
【在 c*******e 的大作中提到】
: 我买了多AAL, 目前还在浅水中。AAL的debt多于20B，不过目前AAL的盈利超好，还账不
: 是问题。
: 希望油价只要不太快过60。
| S*******g
发帖数: 843 | | z***e
发帖数: 5600 | 16 你的PE要看forward PE, 不是trailing PE. UAL had a huge one time non cash gain
on tax credit valuation last year hence Trailing PE is low. The forward PE
is around 6x
【在 c*******e 的大作中提到】
: 我买了另外两家 AAL 和 UAL, 因为它们的 PE 2.6 好低啊。
: 请问为什么 DAL PE高一倍呢, WallStreet为什么喜欢它呢？ AAL和UAL的销售额，盈利
: 都不比DAL差.
| c*******e
发帖数: 10 | 17 受教了，如果是 forward PE, 这三家都差不多在 5.5 到 6 附近。
gain
PE
【在 z***e 的大作中提到】
: 你的PE要看forward PE, 不是trailing PE. UAL had a huge one time non cash gain
: on tax credit valuation last year hence Trailing PE is low. The forward PE
: is around 6x
| S*******g
发帖数: 843 | 18 出了。见好就收了。
不是脱欧早就赚了，磨了那么几日。 | s***3
发帖数: 742 | 19 过去几个月，航空股跟油价同涨跌。
【在 S*******g 的大作中提到】
: 入了点DAL玩玩。
| y****e
发帖数: 229 | 20 interesting point.
what does this mean?
【在 s***3 的大作中提到】
: 过去几个月，航空股跟油价同涨跌。
| | | R*****k
发帖数: 176 | | M***2
发帖数: 161 | 22 同出
【在 S*******g 的大作中提到】
: 入了点DAL玩玩。
| S*******g
发帖数: 843 | |
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