$8.83 -0.07 (-0.79%)
11/6/2009 4:03 PM

AerCap Holdings N.V. (AER)

CAPS Rating: 5 out of 5

An integrated aviation company, engages in the trading and lease of aircraft, and sale of engine parts worldwide.

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Member Avatar BobForFool (32.26) Submitted: 10/29/2009 1:45:32 PM : Outperform Start Price: $8.52 AER Score: +3.01

AYR is a well managed aircraft leasing company that is undervalued. It also leases aircraft engines.

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Member Avatar brigidl (< 20) Submitted: 10/9/2009 11:03:02 AM : Outperform Start Price: $8.97 AER Score: -1.79

Very low valuation in a business (aviation leasing) that will inevitably grow in the long term. Price suppressed due to fears of airline failures and fuel cost/ supply concerns

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Member Avatar EclecticRecluse (75.00) Submitted: 10/5/2009 5:14:35 PM : Outperform Start Price: $8.72 AER Score: -0.99

Good Forward Earnings Estimate

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Member Avatar thechumley (78.74) Submitted: 9/21/2009 1:39:26 PM : Outperform Start Price: $8.89 AER Score: -4.38

Used the tepid market to buy rival Genesis on the cheap. As companies like GE are doing everything they can to shed these units, AER is buying at a discount. I like the valuation better than AYR. I like the leasor sector as many corporations can not justify the purchase of aircraft in this economy but still need to utilize them, which make leasing a necessary evil. The move will increase the size of AER's fleet by 54 planes. This is a Buffetian-like pick and I started a small position at 8.70 this am.

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Member Avatar Tastylunch (99.67) Submitted: 9/20/2009 1:16:09 PM : Outperform Start Price: $9.02 AER Score: -3.28

http://stonefoxcapital.blogspot.com/2009/09/merger-of-genesis-lease-and-aercap.html

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Member Avatar TSIF (98.51) Submitted: 9/18/2009 4:45:54 PM : Outperform Start Price: $8.50 AER Score: +3.41

AerCap "puchased" Genesis Lease Limited today in a stock swap deal. Most holders of Genesis were disappointed as the stock swap appears to undervalue Genesis, certainly on paper. Both are airline leasing companies based in Ireland. The key is that you can't value airplanes in this recession. Several other large companies, RBS, C, AIG etc are reportedly about to shed some of aviation groups. The book values of AER and GLS actually made the even stock swap a fairly equitable merger. Leaving cash that AER had hoarded for possible expansion. The synergy of the two should help with overhead, borrowing, and contracts. The negative is that GLS was definitely "more undervalued" and paid a decent dividend where AER pays none. Even in a recession AER has been expanding while GLS has been keeping things on the conservative side. AER stats, though not as good as GLS in my opinion give me sufficient reason to shift my CAPs call to AER. Strong margins, below book, good P/E, debt load is high, (especially with GLS's added on), but as expected in this business. High Lease rate on planes. Newer planes are sought for fuel savings, and by airlines that aren't ready to buy themselves. Customers are spread out and international. Thumbs up.

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Member Avatar oxdeming (49.48) Submitted: 8/12/2009 11:37:20 PM : Outperform Start Price: $9.12 AER Score: -9.48

low valuation; biggest beneficiary along with the recovery of global airline market

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Member Avatar mrindependent (98.79) Submitted: 8/4/2009 9:46:54 AM : Outperform Start Price: $8.14 AER Score: +1.02

Selling for 0.6 times book value. If this aircraft leasing company survives, its' stock price will likely double.

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Member Avatar kevinottofro (99.32) Submitted: 8/3/2009 5:14:37 AM : Outperform Start Price: $7.65 AER Score: +7.62

Low relative PE, good star ranking, PEG & 09 PE still below normal - bottom fishing - 8/3 picks

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Member Avatar alvojiggy (68.26) Submitted: 6/15/2009 2:31:15 PM : Outperform Start Price: $6.61 AER Score: +16.71

low peg ratio

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Member Avatar humvee5000 (95.04) Submitted: 5/15/2009 7:14:14 PM : Outperform Start Price: $6.00 AER Score: +26.29

Future has gone for disaster to explosive.

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Member Avatar NoDoughBro (72.92) Submitted: 5/4/2009 1:13:39 PM : Outperform Start Price: $5.15 AER Score: +50.84

Come fly with me come fly let's fly away.

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Member Avatar jagdme (85.36) Submitted: 4/17/2009 5:03:57 PM : Outperform Start Price: $4.75 AER Score: +59.35

PEG 0.16, Price to book 0.34; too much debt, but I'm betting they can manage it. Risk-reward play.

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Member Avatar APHebrews (91.78) Submitted: 9/18/2008 6:51:29 AM : Outperform Start Price: $15.82 AER Score: -29.04

sold some shares on 9-18-08

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Member Avatar suhsido1 (< 20) Submitted: 6/18/2008 10:14:01 AM : Underperform Start Price: $13.15 AER Score: +15.35

Aircraft leasing tag seems to go down.

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Member Avatar ilyaz1 (47.35) Submitted: 6/11/2008 2:08:39 PM : Outperform Start Price: $12.81 AER Score: -13.47

Price way to depressed for the fundementals of this company. Oil prices have scared of investors from this company. Well divirsefied and good managment. Looking for a nice pop. Would buy more if price keeps going down.

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Member Avatar He11sBe11s (70.19) Submitted: 5/20/2008 5:00:24 PM : Outperform Start Price: $17.83 AER Score: -28.82

One of my guys over at A.G. Edwards filled me in on this wonderful little company.

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Member Avatar DOGWRECK (< 20) Submitted: 5/12/2008 2:45:35 AM : Underperform Start Price: $16.89 AER Score: +27.51

32% fall in civilian aircraft exports

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Member Avatar caidencollett07 (99.51) Submitted: 3/27/2008 4:47:36 PM : Outperform Start Price: $17.79 AER Score: -32.78

Stock Scouter Top Pick!!! TRUST IT

It works well, and gives you some good choices to choose from. It has a list each month and some stay and some go. The portfolio has some great choices with great returns.

Try it, and you will thank me.

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Member Avatar SrGuapo (< 20) Submitted: 7/23/2007 5:51:52 PM : Outperform Start Price: $30.45 AER Score: -44.65

Great business.

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