AerCap Holdings N.V. (NYSE:AER)

CAPS Rating: 3 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 TMFDeej (99.26) Submitted: 4/21/2014 4:00:16 PM : Outperform Start Price: $39.30 AER Score: +3.56

It's funny to say this because AerCap's stock more than doubled since the announcement, but I don't think that Mr. Market full appreciates how cheaply the company purchased AIG's airplane leasing business for and how much it will benefit it. Courtesy of the excellent Reminiscences of a Stock Blogger blog, AER received a $6 billion discount to fair value for the new business, which will help fill out its order book with a ton of near-term deliveries, is accretive to earnings and should enable it to make money on the discounted planes that it purchased that are scheduled to come off-lease in the near future. Add to that the fact that it should be able to refinance much of the ILFC debt at cheaper rates to save even more money down the road. And the fact that the tax inversion the company experiences as one that has its headquarters in Ireland rather than the U.S. will save it even more money. If the company doesn't mess up the integration of its new portfolio 50% to 75% upside in the stock is very possible.

Jason

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Member Avatar UM1209 (< 20) Submitted: 4/20/2014 8:39:03 PM : Outperform Start Price: $39.45 AER Score: +2.77

Growth rate is higher than PE. PE is lower than SP500

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Member Avatar rodionmark (< 20) Submitted: 4/13/2011 9:49:06 AM : Outperform Start Price: $14.57 AER Score: +151.59

So, far it is going great since I bough the shrare last week.

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Member Avatar Dynablob (< 20) Submitted: 3/11/2011 10:42:14 AM : Outperform Start Price: $13.38 AER Score: +176.66

Oil prices will be a headwind, but the value of their assets is in the $17-20 range. Very positive long term growth in airplane leasing. Might be a waiting game, but there is significant value in this company that is not currently reflected in its price.

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Member Avatar facwinjeff42 (< 20) Submitted: 9/24/2010 11:57:25 AM : Outperform Start Price: $11.94 AER Score: +195.74

bullishbabo

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Member Avatar eatenbybears (20.43) Submitted: 7/29/2010 5:00:11 PM : Outperform Start Price: $12.63 AER Score: +166.22

The world air fleet is getting ancient. The closing and merging of airlines have really just provided "airplane scrap" for the junkyards. Questions of growth, expanding developing economies lend to the leasing of newer aircraft from companies like AER

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Member Avatar Cosmo21 (24.78) Submitted: 6/13/2010 9:28:49 PM : Outperform Start Price: $12.00 AER Score: +187.24

AER is prepareing for take off.

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Member Avatar 4glory (< 20) Submitted: 3/18/2010 10:29:45 AM : Outperform Start Price: $10.95 AER Score: +233.37

Great company, airlines are stronger now so future earnings and profits are assured.

Massive short interest, got to be feeling some pain.

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Member Avatar zackmax (21.30) Submitted: 3/11/2010 3:50:19 PM : Outperform Start Price: $11.02 AER Score: +228.75

ccest compte

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Member Avatar pecosdog (83.97) Submitted: 3/2/2010 12:51:53 PM : Outperform Start Price: $9.91 AER Score: +269.55

earnings

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Member Avatar GreatStocks3728 (< 20) Submitted: 1/5/2010 5:58:38 PM : Outperform Start Price: $9.70 AER Score: +281.10

Good growth and earnings.

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Member Avatar brianpivar (< 20) Submitted: 11/11/2009 2:43:51 AM : Outperform Start Price: $9.15 AER Score: +303.66

08 EPS: 1.79 pe 5.1
09 EPS: 1.92 pe 4.76
10 EPS: 2.01 pe 4.54

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Member Avatar BobForFool (87.87) Submitted: 10/29/2009 1:45:32 PM : Outperform Start Price: $8.52 AER Score: +333.22

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

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Member Avatar brigidl (86.66) Submitted: 10/9/2009 11:03:02 AM : Outperform Start Price: $8.97 AER Score: +307.49

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 oxdeming (65.03) Submitted: 8/12/2009 11:37:20 PM : Outperform Start Price: $9.12 AER Score: +287.50

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

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Member Avatar kevinottofro (97.93) Submitted: 8/3/2009 5:14:37 AM : Outperform Start Price: $7.65 AER Score: +379.37

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

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Member Avatar humvee5000 (77.46) Submitted: 5/15/2009 7:14:14 PM : Outperform Start Price: $6.00 AER Score: +515.80

Future has gone for disaster to explosive.

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Member Avatar APHebrews (52.83) Submitted: 9/18/2008 6:51:29 AM : Outperform Start Price: $15.82 AER Score: +120.09

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: -182.40

Aircraft leasing tag seems to go down.

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Member Avatar ilyaz1 (70.27) Submitted: 6/11/2008 2:08:39 PM : Outperform Start Price: $12.81 AER Score: +191.68

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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