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Strategies & Market Trends : Value Investing

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From: Paul Senior	8/3/2016 7:19:44 PM
	Read Replies (2) of 78740

AAWW. Company "provides outsourced aircraft and aviation operating services worldwide." Not a good quarterly report out, and next quarter/quarters may not be so great either. Company highlights that some of it is caused by AAWW's ramping up to do business with Amazon (in a "a strategic long-term relationship). ca.finance.yahoo.com I'm guessing once the partnership with AMZN gets going, the AAWW will see business improvement and the stock might get more investor attention. It might be a matter of just holding on for a quarter or two more. (maybe). Ignoring the venture with AMZN, AAWW has shown increasing stated bv over the years, and the stock sometimes trades for 1x stated bv or better. Stock now at .7x stated bv. So I see potential reversion-to-mean opportunity. From my perspective (and jmo), the stock trades at a value price, and there is (or could be) a catalyst to drive the stock higher. Realization of that catalyst may still be in the horizon, so some patience is required. Otoh, of course, the aircraft outsource business is competitive and cyclical, and AAWW having large debt can bite. I have a few AAWW shares and am looking to add more if/as stock drops on no adverse news.

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