Copa Holdings, S.A. (NYSE:CPA)

CAPS Rating: 4 out of 5

The Company is a Latin American provider of airline passenger and cargo service through its two principal operating subsidiaries, Copa and AeroRepublica.

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Member Avatar TMFInnovator (79.84) Submitted: 7/24/2015 11:42:58 AM : Outperform Start Price: $76.51 CPA Score: -1.82

Ultimate pessimism priced in at this point, due to..
- Rapidly falling price of oil affecting South American economies
- Strong dollar caused currency exchange woes
- Dropping revenue from Venezuela

But there are structural competitive advantages at play, and Copa is still profitable. Not a high-flying pick (ironic pun intended?), but I do think the pendulum shifts in the coming years and the pessimism from the market subsides.

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Member Avatar iksnamyzs (77.10) Submitted: 7/6/2015 6:41:32 AM : Outperform Start Price: $81.08 CPA Score: -9.12

diversify

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Member Avatar ValuVestor2009 (< 20) Submitted: 5/24/2015 5:07:09 PM : Outperform Start Price: $89.13 CPA Score: -14.37

Building capacity with high margins in Latin America.

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Member Avatar snjolly (72.86) Submitted: 5/13/2015 7:16:41 AM : Outperform Start Price: $90.75 CPA Score: -16.52

Geographic foot up. Most profitable and best managed airline in the world. Airline traffic in Latin America expected to tick up considerably over next 2-3 decades.

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Member Avatar TMFBuild (41.75) Submitted: 2/12/2015 11:26:20 AM : Outperform Start Price: $108.32 CPA Score: -33.00

Higher margins (Average operating margin of 18%)
Low Taxes
Location: Copa’s strategic location is a big advantage as it connects various locations in North, Central, South and Central America, and the Caribbean through hub and spoke model.
Lower foreign currency exposure
Sales cost can be reduced
Alliance with UAL
Underserved market

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Member Avatar Swilson8960 (< 20) Submitted: 1/21/2015 7:11:17 PM : Outperform Start Price: $110.69 CPA Score: -34.93

10 year growth numbers. They speak for themselves.

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Member Avatar MarketMartian (55.07) Submitted: 12/10/2014 3:27:15 PM : Outperform Start Price: $97.98 CPA Score: -26.13

Recent Beat down justified. Might be entering a reasonable valuation range if you believe the South American Geopolitical fears, particularly in Venezuela, have been priced in. Lower oil prices will help margins, but keep in mind Venezuela's exports consist of 96% petroleum products, so the decline may make it less likely for stability in that market. However, company believes short-term liquidity to be a non-concern, expects 7% capacity growth in 2015 and announced a $250m share repurchase program. Might be a good entry point.

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Member Avatar rocker20 (21.61) Submitted: 2/15/2014 11:01:49 PM : Outperform Start Price: $138.86 CPA Score: -59.86

Chosen based on list of Price/Div/5 year dividend growth

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Member Avatar rbillard100 (< 20) Submitted: 8/30/2013 10:42:24 PM : Outperform Start Price: $126.25 CPA Score: -67.54

cpa

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Member Avatar Geofiz (< 20) Submitted: 6/2/2010 11:06:15 AM : Outperform Start Price: $19.97 CPA Score: +149.77

Copa enjoys a nearly monopoly in their niche markets, and can charge accordingly. A program of sensible expansion has occurred over the past few years. Partner Continental's merger with United can only help, assuming that their agreement remains in place. Growth rate has been much larger than P/E, indicating plenty of room for share price improvement. Debt load is very manageable and is surprisingly low for an airline.

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Member Avatar jsgantsoud (99.09) Submitted: 5/7/2010 5:08:01 PM : Outperform Start Price: $46.74 CPA Score: -20.14

PEG <1 CS TP 62

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Member Avatar musclemilk13 (99.49) Submitted: 3/8/2010 1:42:54 AM : Outperform Start Price: $47.27 CPA Score: -24.39

Speculating: Value Play (low PE/PEG)
Reuters Buy; CS outperform

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Member Avatar michaeltbryant (< 20) Submitted: 9/14/2009 12:12:51 AM : Outperform Start Price: $36.14 CPA Score: +5.46

Airline in Latin America = going up

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Member Avatar UncleSkell (57.77) Submitted: 4/29/2009 10:57:15 AM : Outperform Start Price: $26.58 CPA Score: +40.50

Since the company doesn't go in for hedging its fuel contracts, it's vulnerable to another spike in oil prices. However, they finished 2008 with earnings only slightly down from 2007. They just added service to Port of Spain and Belo Horizonte (in Brazil, which you would already know if you needed to go there), and actually make money. I doubt the swine flu will make much of a dent in their bookings, but that's just a guess. ROE for the quarter is north of 30%, net margin 15%.

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Member Avatar Alex1453 (20.23) Submitted: 1/25/2009 4:24:13 AM : Outperform Start Price: $23.11 CPA Score: +70.66

Wow.....a well-run, growing, AND profitable airline....how long since we've seen one of these? Skybus it ain't.

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Member Avatar yzzyx (72.47) Submitted: 11/10/2008 5:57:59 PM : Outperform Start Price: $19.48 CPA Score: +149.92

Biggest carrier in the area but small enough to make a profit.

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Member Avatar SaltyGenes (48.89) Submitted: 5/26/2008 6:20:54 PM : Outperform Start Price: $25.27 CPA Score: +140.52

Will come back with a vengeance on temporary oil dips. Long term, anything that dependent on oil is dangerous, but it is extremely cheap today given their history of growth and regional defenses.

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Member Avatar NeroSagetrade (77.92) Submitted: 2/28/2008 4:26:09 AM : Outperform Start Price: $32.38 CPA Score: +73.43

Rolling the dice here with a continued barrage of airlines. Copa Holdings is generally another low-cost airlines operating out of 20 different countries throughout North, Central and South America, but is based out of Panama City. The company is relatively small in terms of overall jets owned, but loves to make deals to sell seats on other partner airlines like Continental. They have successfully managed to increase revenues and profits very handsomely for three years running and revenue growth looks to continue at 17% per annum in 2008-2009. What is truly staggering is the operating margin actually dropped to the 15-17% range and that is still far and away higher than 90% of this sector. Huge operating margins, and growing EPS translate to something on the order of 9.5 times forward earnings and a teaser dividend of 0.8%. Technical rounding bottom as well on the 9 months chart. This is also the perfect time to get into airlines with oil having spiked to $102 per barrel recently. If Boone Pickens says to bet against oil, you had better listen and do as he says. A 15% drop in oil from here would have an extremely positive effect on low cost airline companies like Copa.

Nero

Sagetrade

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Member Avatar morningstarboy (51.16) Submitted: 12/5/2007 1:03:03 PM : Underperform Start Price: $31.40 CPA Score: -92.03

As of close of business on 12/04/2007, this was a 1-star Morningstar stock that was trading at more than double it's Morningstar fair value.

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Member Avatar sidefiveeight (24.43) Submitted: 10/19/2007 3:24:22 PM : Outperform Start Price: $31.55 CPA Score: +93.04

At this price this stock is more than a BUY!!!! I own as well other airline stocks. They are cheap but this stock tops every one. People reaction because of plane crash and oil price was to exceed. Q results will be great and this stock will reach 70$ levels in a few months.

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