AerCap Holdings N.V.

  • Aircastle: Not The Best Stock In A Booming Industry

    By Shahida Humayun - August 8, 2013 | Tickers: AER, AL, AYR

    The aircraft leasing business is booming and this is evident from the fact that the number of leased aircrafts globally have increased from 15% in 1990 to 40% currently.

     

    Airlines are increasingly opting for leasing as it gives them fleet plan flexibility and also helps in increasing their return on invested capital. Considering the industry dynamics and the impending growth in Asia, emerging Africa and emerging Europe, investors can consider more »

  • Renting Is Not Just a Good Business for Landlords

    By Mark Lin - June 30, 2013 | Tickers: AER, AL, AYR

    Air Lease (NYSE: AL), is an aircraft-leasing company, owning 162 aircraft on lease to 71 customers in 41 countries as of March 31.

    Why aircraft leasing is the best way to play the aviation industry

    Firstly, global air travel is set to grow in a big way in the future. According to Airbus’ 2012 global market forecast, world passenger traffic is expected to grow by a 20- year CAGR more »

  • Buy These Aircraft Leasing Stocks Still Trading Below Book Value

    By Mark Holder - June 5, 2013 | Tickers: AER, AL, AYR, FLY

    Even after substantial gains this year, a whole slew of financial stocks still trade below book value. As written about back in January, a good portion of airplane leasing stocks traded considerably below book value. While the fears from the financial crisis have mostly dissipated, the stocks continue to meander below book value even with strong earnings profiles.

    While book values aren’t perfect, in many cases the airplanes are more »

  • This Stock Seems Quite Cheap

    By Anh HOANG - May 22, 2013 | Tickers: AER, AAWW, EXPD

    In the beginning of May, Barron’s featured Atlas Air Worldwide (NASDAQ: AAWW), commenting that the upgraded fleet and potential growth could lead to an upside of 60%. Atlas Air had dropped from nearly $48 per share in the middle of February to only $37.40 per share at the end of April. However, it has bounced back to more than $46 per share. Let’s take a closer look more »

  • Are These Aircraft Leasing Companies a Good Investment?

    By Robinson Roacho - May 20, 2013 | Tickers: AER, AL, FLY

    Investing in aircraft leasing companies is another way to gain exposure to the airline industry. These companies have low operational costs since the lessee assumes all responsibilities regarding the aircraft rented, such as maintenance, repair, and even insurance costs. Two aircraft leasers, FLY Leasing (NYSE: FLY) and AerCap (NYSE: AER) released their earnings report for the three-month period ending on March 31, 2013. The analysis of these reports should provide more »

  • This Industry Is Flying: Which Stocks to Buy?

    By Zain Abbas - May 17, 2013 | Tickers: AER, AL, AYR

    Management teams’ sense of optimism about the aircraft leasing industry’s outlook, which emerged during last quarter’s earnings, was still noticeable during the 1Q13 reporting season. The market continues to witness improving aircraft leasing fundamentals that should help all aircraft leasing stocks.

    However, the question is, which stocks in this industry will provide the best returns?

    Investment thesis

    Aircastle (NYSE: AYR) was the first company to report its quarterly more »

  • Should We Buy This Stock for Its Yield?

    By Anh HOANG - April 30, 2013 | Tickers: AER, FLY, BA

    Recently, Fly Leasing (NYSE: FLY) announced that it would pay a quarterly dividend of $0.22 per share. Interestingly, shareholders of Fly Leasing have received dividends from the company uninterruptedly since the beginning of 2008. Famous hedge fund managers, including Jim Simons, David Siegel, and Steven Cohen all reported holding Fly Leasing in their funds at the end of 2012. Should we be bullish on Fly Leasing at its current more »

  • Buy the Financials Trading Below Book Value - Part 2

    By Mark Holder - January 16, 2013 | Tickers: AER, AL, AYR, FLY

    After the financial crisis, numerous financial related stocks traded at prices below book values due to the fears in the accuracy of their reported balance sheets. In the years since the crisis, most of those fears have disappeared yet many financial stocks haven’t regained the valuations suggested by the improving asset bases.

    A prime example exists in the airplane leasing sector where the majority of the stocks trade below more »

  • 4 Growth Stocks You Should Focus on in this Market

    By Federico Zaldua - November 21, 2012 | Tickers: AER, DE, GOOG, ISRG, TRIP

    As explained in my blog Warren Trades, I like companies that show consistent earnings and sales growth, and in general have price-to-earnings ratios higher than those of the average stock simply because they have a record of better than normal earnings performance. I like to buy them when the market under values its future growth. Typically, growth stocks have a high-quality, repeat-type product or service that generates superior profit margins more »

  • Take a SWOT at Air Lease

    By Maxxwell A.R. Chatsko - November 8, 2012 | Tickers: AER, AL, FLY, BA

    It is easy to get overwhelmed when researching a potential investment. What really matters to the long term prospects for an investment, and what's just noise?  Remember, when you buy shares in a company you own a piece of that company – not just a three to five-letter ticker on the other end of your brokerage account login page. A great way to organize your research is to perform a more »