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Strategies & Market Trends : Value Investing
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To: Paul Senior who wrote (73073)10/16/2023 3:05:08 PM
From: Paul Senior  Read Replies (1) of 78717
 
Airline stocks:

Upped a few shares of DAL by a few more.

Delta made some changes to their loyalty program to make it more difficult to qualify for their Sky Club lounges.
Lot of negative feedback by DAL flyers, so Delta is changing it again. I agree with the media: demand for access shows loyalty of DAL flyers.
Delta also just released good quarter, and kind of soothed investors that travel is still strong although high fuel prices will continue have an affect of DAL's numbers.
Stock is about 10% off lows. I'll bet stock will be higher over the next year.

And to that, Southwest is at a 12-mo low too. LUV now at $25.43. Given its current low p/sales, I'll wager that the stock will again, within 18 months, trade over $40, where it's traded sometime in each of the past ten years.
Should be a no-brainer. But since there's no such thing as a no-brainer...especially when dealing with travel demand, fuel costs, labor issues, mechanical things... I'll initiate just a small few share buy.
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