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Strategies & Market Trends : Value Investing
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To: reno4 who wrote (44033)8/22/2011 12:45:28 AM
From: Paul Senior1 Recommendation  Read Replies (1) of 78476
 
I'd avoid airlines in this market. Better/safer stocks are more attractive to me. As you say though, forward p/e's are enticing -- or they would be if it were any business other than airlines. -g-

That said, I currently own a few shares of UAL, HA, and ALK. I may toss them out though to use funds for more stable, more profitable, less regulated businesses.

I don't know that there's much less competition among the airlines. Seems like a pretty competitive sector to me.

You might look at AerCap Holdings NV: "AER, the largest independent jet-leasing company, said a recent deal with American Airlines will help it gain more business as other U.S. carriers place large orders to refresh their fleets."
finance.yahoo.com
I continue to hold shares in this one. There are other aircraft lessors; this is the one I've continued to hold. Not saying it's the best or that it's a buy. Only that it might be sort of an alternative to airline stocks to look at.
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