Air Lease (NYSE:AL)

CAPS Rating: 5 out of 5

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Member Avatar TMFTycoon (81.83) Submitted: 8/18/2014 2:16:44 PM : Outperform Start Price: $37.04 AL Score: -2.22

As an aircraft lessor, Air Lease sits right in the sweet spot to profit from growing traffic and replacement of aging fleets without being tied to one particular airline's success.

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Member Avatar jbsnyder100 (33.85) Submitted: 7/8/2014 3:09:43 AM : Outperform Start Price: $37.39 AL Score: -3.20

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Member Avatar going2maine (90.59) Submitted: 5/16/2014 2:00:56 PM : Outperform Start Price: $38.00 AL Score: -10.41

Boring industry? Check.
Underfollowed? Check.
Great management? Check.
Fantastic value? Check.

Estimated intrinsic value of $85
Estimated rate of return 125%

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Member Avatar jtallenmd (99.64) Submitted: 5/14/2014 2:05:36 AM : Outperform Start Price: $39.49 AL Score: -12.62

Estimated intrinsic value of $78.

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Member Avatar Charlotte49er (78.47) Submitted: 3/30/2014 1:09:49 PM : Outperform Start Price: $36.77 AL Score: -7.37

Projected 20% annual growth over the next five years.

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Member Avatar Puckplayr4 (91.61) Submitted: 2/14/2014 2:09:12 PM : Outperform Start Price: $33.09 AL Score: +2.53

Because people need airplanes. Sometimes without committing to the entire ownership of the airplane.

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Member Avatar StewpotDrew (51.74) Submitted: 2/3/2014 12:35:25 AM : Outperform Start Price: $31.26 AL Score: +5.35

Deej. This is second time around for billionaire CEO in same business and seems to have it all lined up. Now watch it burst into flames and fall on my house.

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Member Avatar exoblight (< 20) Submitted: 11/15/2013 4:03:56 AM : Outperform Start Price: $32.99 AL Score: +0.05

Airlease competes against FLY, AER, AYR in jet leasing space.

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Member Avatar Gdgollymsmolly (< 20) Submitted: 11/9/2013 12:40:00 PM : Outperform Start Price: $31.62 AL Score: +3.44

Leases out airliners to small countries so Turkistan can have a national airline.

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Member Avatar TMFTypeoh (82.64) Submitted: 10/14/2013 8:43:46 PM : Outperform Start Price: $28.47 AL Score: +12.12

Interesting business model. Remind me of SSW. Buy/build, finance with debt, lease long with a focus on energy efficiency.

http://www.fool.com/investing/general/2013/10/10/the-best-stock-in-the-aircraft-leasing-industry.aspx?source=itxsitmot0000001&lidx=1

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Member Avatar 45ACPbullseye (52.15) Submitted: 10/7/2013 1:46:54 PM : Outperform Start Price: $27.78 AL Score: +13.05

I became aware of ILFC many years ago because one of my best friends was an executive there for many years. I think he had one of the coolest jobs ever, flying around the world doing deals to either lease or sometimes repo jet aircraft. AL is led by the same team that built ILFC into a company that competed with GE Capital to lease aircraft worldwide. I believe in management.

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Member Avatar TommyRumblestrip (89.06) Submitted: 10/4/2013 3:54:40 PM : Outperform Start Price: $28.02 AL Score: +13.13

Intrigued by this. Came on my radar from the October Stock Roundtable. Digging in further. Interesting.

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Member Avatar TheArchivist (38.81) Submitted: 3/6/2013 4:35:18 AM : Outperform Start Price: $28.88 AL Score: -1.94

As global passenger flows increase the entire industry of aircraft leasing should benefit.

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Member Avatar briel28ca (< 20) Submitted: 2/19/2013 2:12:23 AM : Outperform Start Price: $26.28 AL Score: +8.83

Lot's of positive talk about the Founder who had already done Airline Leasing with another company he successfully sold.

Books look good. Airlines need more fuel efficient planes and AL is there to lease them out. Just like leasing a car for a business.

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Member Avatar TMFBlacknGold (98.04) Submitted: 1/22/2013 4:41:52 PM : Outperform Start Price: $23.36 AL Score: +23.14

Of course I would get caught with a high entry price thanks to my CAPScall in a recent article. But hey, I'm all about accountability! It won't matter long-term anyway. Where to start? I'll post a few reasons as to why I believe Air Lease is a tremendous growth opportunity and slap a link to the 1,000 word article at the bottom for you to peruse for a more thorough analysis.

The company has a PEG of about 0.47, which speaks for itself. You may not believe a 20% per annum growth rate for the next five years, but consider that the company has about one-third of its planned aircraft fleet in hand. After jumping from 40 aircraft at the end of 2010 to 152 (expected) by the end of 2012 the company gets the benefit of the doubt from me.

Management is tremendous. In fact, there is probably no one investors would rather have at the helm of an air leasing company than Steven Udvar-Hazy (see article). He practically built the industry.

Fuel efficient aircraft will be in high demand as airlines strive to cut costs, emissions, and upgrade/replace older aircraft in their fleet. In emerging markets - where Air Lease has over 50% of its fleet - airlines have less power at the bargaining table because there is less access to capital, so companies like Air Lease can wrestle out more favorable terms for now.

I'll write more about Air Lease in the future. I would like to learn more about the company's debt and dive deeper into the drawbacks of an investment. Nonetheless, I believe this is a great hidden growth opportunity.

My recent article:
http://www.fool.com/investing/general/2013/01/21/is-boeings-battery-good-news-for-air-lease.aspx

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Member Avatar TomFoolNC (29.40) Submitted: 1/7/2013 1:03:20 PM : Outperform Start Price: $22.22 AL Score: +28.88

new entrant, experienced mgt, largest 2 incumbents (GE and AIG) are cutting back, % of planes leased is increasing (mkt growing)

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Member Avatar dj2000a (88.09) Submitted: 7/30/2012 1:04:29 PM : Outperform Start Price: $19.19 AL Score: +48.40

Kapital recommendation

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Member Avatar bigmoves (< 20) Submitted: 1/25/2012 11:03:30 AM : Outperform Start Price: $25.41 AL Score: -7.93

Wow. I just cannot be the only one to say no. Too good of a company.

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Member Avatar campwt00global (33.20) Submitted: 9/2/2011 10:03:58 AM : Outperform Start Price: $22.34 AL Score: -3.83

9/2/2011 22.27 good reputation, shares are 15-20% off their IPO price.

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Member Avatar oleriver (< 20) Submitted: 5/10/2011 12:50:42 PM : Outperform Start Price: $27.51 AL Score: -14.41

One word- Management.

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