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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (39856)5/11/2015 10:51:38 AM
From: Paul Senior   of 78744
 
Aircraft lessors: AER reported and beat on earnings and rev's. Their large acquisition will (or should) help earnings in next quarter(s) also. Forward p/e under 10 with okay roe. Debt/equity high - as is true of all in this business. My recollection/impression is that this is a business that does well until it (suddenly) doesn't.

Stock still falls in my style box as a value. I up my relatively large position a little more here.

finance.yahoo.com
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