Delta Air Lines, Inc. (DAL)

The best way to make a small fortune in the US Airline Industry is to start with a large fortune and invest it in airllines.

Based on an oil price assumption
1. DAL lead the charge to cut capacity preceding the raised fairs. Others have followed suit. Ed Bastion, DAL CFO said that in order to make money we'll have to raise ticket prices. Airline stocks such as DAL are so low because they're losing money from the rapid rise in oil prices.
2. DAL is hedged better than any other Legacy carrier b/c of it's large move to international markets. After the completion of the merger with NWA, this will be even more true.
3. If oil drops......all airlines make more money...the stock goes up.

Bottom Line - people will still fly and DAL is undervalued

I didn't even look at their income statement. Or their balance sheet. Or their news releasese. Or anything. Heck, I don't even know what the current stock price is. All I know is: This is an airline. And that's all I need to know.

Lower oil prices shoud help over the next two years.

sector pick on airlines going down on oil going up and decreasing demand in a faltering economy.

Based on valuation alone Delta should outperform however they should have hedged their fuel cost going forward and the Northwest synergies should kick in soon as well. Cost cutting efforts over the last year should also add tto the bottm line. A better economy will provide a double in less than 12 months.

this stock has to go up... so cheap and best in it's business! Altho it might take a year or 5

I think Delta will marginally outperform. They are aggressively going after the more lucrative international routes and deserve kudos for getting their heads out of bankruptcy. They have also reported strong quarterly earnings for their first reports after climbing out of the black hole. But this is the airline industry and we cannot forget the ever present fuel costs.

I'm a regular full fair paying internal business class flyer and I avoid this airline like the plague because their planes are dirty, their crews are burnt out a pissed off and their food is crappy.

United will fail because they have a terrible management/employee relationship. Delta will become world leader.

This is a very tricky call, but I'm not afraid to go with my gut on this one. Though oil is going back up, so is demand over the holiday season. If they're going to merge, it'll only help, in my opinion. Delta usually offers very competetive rates, they're always popping up as cheapest ticket on sites like Expedia, Travelocity, etc.. and today we have people looking for the lowest prices. There will always be a demand for travel. Plenty of security at the airport too, I'm confident nothing is going to happen anytime soon that would scare travelers away.

Same theory as CAL. NW merger has increased debt but also increased the reach of this airline. DAL vs AMR. Place your bets.

Hammered beyond reason, look at the charts what happens after this...

"Never invest in an airline. Ever."

Jim Cramer

No one can afford to fly now a days, I'm calling a $0

Part of my short airline Chapter 11 basket trade.

If oil goes higher during the summer the company will be negatively effected.

Oil is going down. Airlines are taking off!

Major airlines - 1 months perf.