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AAL - American Airlines Group


moody202

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Stock currently trades at $43.88.

 

2015 earnings estimate as per yahoo is ~ $6.05

 

Airline stocks are trading above 13x PE for the most part. Southwest as high as 23x PE.

 

At 12x PE for 2015 the stock will value at $72 (not quite a double).

 

Apart from Buffet's 'stay away from Airlines' ... what issues do you guys see with AAL?

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Consolidation issues are a big one. Delta managed their integration pretty well, United not so well, and American is still to be determined. The good news is that they settled most of the union issues before the merger and Doug Parker has experience merging USAirways and America West (not exactly a smooth transition, however). I have family that work at both American and USAirways and the employee systems haven't really been integrated at all to this point.

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