+ Watch DAL
on My Watchlist
The Company provides air transportation for passengers and cargo throughout the U.S. and around the world.
I don't remember why I initially green-buttoned it, but I do know why I'm keeping it: recovering economy plus consolidating industry plus plummeting oil prices equals big profits for commercial airlines.
barrons 11/3 art of successful investing
Delta is a well established company with a great management team and nice profit margin. A company with a nice profit margin----even in rough times the company will be able to make the needed changes to regain control.
Nice bounce - won't last.
Going short on the entire airline sector. Earnings forecasts are very optimistic in my view. They are economically sensitive, and I predict the US economy is going to soften near-term.
Expanding market. Major airline at many of the US hubs. Leading airline at that busiest airport in the United States. Increasing international market share.
Delta stock has pulled back quite a bit recently. It's true that unit revenue growth has slowed to a crawl, but Delta has managed to keep its non-fuel costs more or less flat. Meanwhile, fuel efficiency is on the rise and fuel prices are declining. In other words, Delta can expand its profit margin even further without trying to push fares higher. Meanwhile, Delta is an industry leader in terms of free cash flow and capital return. A solid stock by any measure!
probably not the best airline, but, because of the lack of competition in the industry and the low p/e ratio, I'm guessing it will do pretty well.
Trying something new: picking companies with high customer satisfaction rankings as recorded by various polls/reports.
Low P/E, Low Competition, Favorable Government Environment, Gas Price decrease.
Positive: - Good cash flow, reasonable cash reserves - Price on lower edge of uptrend channel Negative: - Hugh run up of stock price - Very cyclical stock Category: ICIm
The best rewards program, great customer loyalty and much better service compared to all other major US carriers. Also aggressively fueling expansions as seen in Seattle and Salt Lake City.
I expect at least a point a week from this stock, for the next five years.
Because of consolidation, this is a very profitable airline, with multiyear potential.
S & P 5 star, 38.63
Scouter top 10
Solid fundamentals, poised for growth, PE ridiculously low
I see the changes to their 2015 skymiles program benefiting DAL greatly. These changes should attract the business class big money spenders. While it could alienate a few of the personal travelers or smaller business travelers who look for the lowest fare possible, if they pick up one super high spender they can afford to lose several low fare spending passengers. I don't think they'll lose too many low fare passengers (relative to the number of big spenders they gain), as many will not find it worth the effort to switch airlines/program loyalty, or won't even realize the changes negatively affect them.Just a hunch. I look for 2015 and 2016 to be quite positive for DAL.
Bad weather should hurt earnings
Airline travel will continue to grow. There will be a shortage of pilots. Long delta and long airlines.
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