Airlines
Impact of Consolidation in the U.S. Airline Industry
Earlier this year I wrote an article discussing the pathetic state of the airline industry in the U.S. due to consolidation of carriers. For travelers it has become a nightmare flying from Point A to Point B. Equity investors have treated most airline stocks like rotten fish that are best avoided at all costs. A [...]
Monopoly Madness in the U.S. Airline Industry
“Competition is a sin.” - John D. Rockefeller, American industrialist and philanthropist In January 2012, I posted an article on the monopoly madness in the U.S. railroad industry where a handful of Class I carriers dominate the industry today. Last week two of the large U.S. airlines, American Airlines and US Airways announced to merge their operations to [...]
Shift in Global Traffic Flows Will Benefit Foreign Airlines
Many investors tend to avoid airline stocks since the industry suffers from low earnings due to various factors such as regulations, fluctuations in fuel prices, labor issues, business disruptions due to weather like snow, volcano eruptions, flawed business models, incompetent management, etc. This is especially true in the U.S. where the industry is highly concentrated [...]
Five Foreign Airline Stocks With Strong Growth Potential
On December 29, 2009 The Wall Street Journal carried an article titled “Brazilian Airline TAM Banks on Growth From New Fliers” that discussed the growth potential of TAM and the airline industry in Brazil. TAM SA, the leading Brazilian airline expects the domestic market to grow by 12% next year due to the continued growth [...]
Grim Prospects For The Airline Industry In 2009
Geneva,Switzerland-based The International Air Transport Association (IATA) announced a revised outlook for the airline industry in 2009. Due to the worsening economic conditions worldwide, IATA increased the global loss outlook from $2.5B in December to $4.7B now. Some of the key points from the news release are: Air Cargo demand is to decline 13% this [...]
Airline ADRs !!!
Cathay Pacific Photo Courtesy: http://www.air-and-space.com In this post let us review a few airline stocks.I know that the airline industry is a in a mess now with all the layoffs, disappearing profits, safety issues etc. Still there may be some opportunities if we know where to look and what to look for in an airline. [...]
