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Strategies & Market Trends : Value Investing

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To: Walter Bagehot who wrote (39852)	10/31/2010 4:45:08 PM
From: anializer	Read Replies (2) of 78742

Demand for air freight and cargo carriers is high. AAWW is considering taking action against Boeing for failure to deliver on schedule. They need the planes. Supply is tight. sg.finance.yahoo.com AER has planes and business is good. sg.finance.yahoo.com As of September 30, 2010, AerCap's portfolio consisted of 324 aircraft and 83 engines that were either owned, on order, under contract or letter of intent, or managed. This includes aircraft that AerCap added through the acquisition of Genesis Lease in March 2010. These aircraft are still managed by GECAS and the respective transactions are included in the activity report. phx.corporate-ir.net I'm not so sure that any business deal is done for non-economic reasons. Are you suggesting political reasons?

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