AIRLINE STOCKS

[Anonymous No.19366673]

shit is popping off anons
>american airlines, united, and delta all companies that have been around for 100 years
>near 10 year lows
>country is reopening
>each could 3x at least from here
are you buying in?

[Anonymous No.19366683]

>>19366673
Is it too late to buy now?

[Anonymous No.19366695]

>>19366683
If you're going long, not at all. Buy DAL or UAL. But I feel like they're too got right to buy in. Will retrace soon

[Anonymous No.19366706]

>>19366683
No. But they will crash by 50% again in October. So be sure to exit by then.

[Anonymous No.19366713]

>>19366706
Why would they crash in October?

[Anonymous No.19366716]

>>19366683
no IMO. delta is at $27 and was at $57 before coronavirus broke out. they've been rallying hard the last couple of days so there might be a dip tomorrow or something but long term they are going to come back

[Anonymous No.19366723]

>>19366673
>are you buying in?

[Anonymous No.19366725]

>>19366673
LTM was the first major airline to declare bankruptcy yesterday, so Im waiting until the next earnings reports come out and to make sure a second shut down doesnt happen before travel and profits start to pick up again.

[Anonymous No.19366736]

>>19366673
bought UAL on Monday after pre market pump and my account was at $3600. Baby account is growing :) gonna be a big man soon

[Anonymous No.19366773]

>>19366725
people are already starting to travel again. tons of stats are reopening almost at full capacity beginning June 1
https://www.cnn.com/interactive/2020/us/states-reopen-coronavirus-trnd/

[Anonymous No.19366928]

>>19366773
Except that 1st quarter results are from January to end of March, and the 2nd quarter results will be from April to end of June, and with travel just barely starting back up going into June with a possible second shut down that could happen depending on if the virus starts spreading large scale again, the airlines numbers are going to be taking huge hits. Just look at how bad they were getting hit at the start of everything.

[Anonymous No.19366963]

>>19366673
>reopening
with middle seats vacant

now tell me aviation industry analysts is it better to ground and not pay for staff and fuel and marketing or to run with lower occupancy(revenues)?

[Anonymous No.19367015]

>>19366928
I doubt there's going to be a second shutdown. if that's your mentality, everything will be fucked again, not just the airliners and you're better off just being in cash right now.

[Anonymous No.19367034]

>>19367015
democrats want a permanent shutdown
>the bull case is biden wins and they shift because it was all constructed to tank the economy in an election year

[Anonymous No.19367068]

>>19366928
Trump already said if there is a 2nd wave, he will not shut down.

[Anonymous No.19367089]

>>19367015
Even if there isnt a second shut down most airlines have been making such little profit that they probably have been bleeding money just putting fuel in the planes, let alone paying for maintenance and workers. The earnings reports for the 2nd quarter are going to be terrible, and depending on how much they actually lost and if they cant get enough business in the coming months, these large airlines will be in trouble.

[Anonymous No.19367114]

>>19367068
May not shut down the country, but they would most certainly shut down any travel to and from other countries along with regular people not wanting to fly and risk getting sick in a packed plane when they coule drive instead.

[Anonymous No.19367150]

>>19367089
Earnings reports are definitely going to be terrible, but do you think the prices will go lower than where they were in March-April? i think analysts will have priced in much of this into their earnings estimates

[Anonymous No.19367181]

>>19367068
the point of shutdowns (at all) was to prevent hospitals reaching capacity. I'm not certain what would happen then if they did, but people who refuse to shut down at all in a second wave might find, they don't get a choice. As >>19367114 - no fucker is willingly placing themselves in a flying sealed petri dish + terminal stress for hours on end, mid-pandemic

[Anonymous No.19367395]

>>19367150
They may not go lower since the market seems to like to pretend that companies that are bleeding money arent in any trouble, but I would rather wait to see than to jump in and have the company declare bankruptcy. There are other companies that are down a lot during this time that dont have nearly as much of a risk as airlines right now.

[Anonymous No.19367437]

>>19367395
Such as?

[Anonymous No.19367460]

>>19366928

A second wave could be catastrophic... however, just look at how perceptions have shifted in the last month alone.

Remember when Trump first announced 100-200k dead, back on May 2? People lost their shit and the market flatlined for a few days. When they revised down to 60k it was received hugely positively.

Now we've not only smashed through 100k, but we are on pace to get to the 200k doomsday scenario — and nobody cares. Not only the markets, but all of the boomers I know are traveling to Vegas and barbecuing with their friends, etc.

They realized that they could either stay 100% safe and hide in their homes eating delivery food forever until they died, or they could say fuck it, see their children/grandkids, eat at restaurants, whatever.

I strongly believe airliners will be packed by this time next year. Nobody is going to delay seeing their family, or even taking a vacation, forever. Once a vaccine is confirmed, even if it takes until 2021, airline stocks will really take off.

Just make sure to sell at the top, before the next pandemic...

[Anonymous No.19367484]

Some airlines (mostly smaller ones) will disappear and (most) others fill file for some Chapter 11. I wouldn't invest now in these stocks as the risks are high and the rewards not much higher than buying in after a few months of seeing how this plays out. This pump is not realistic anyway and we will see another correction in the market as a whole but also heaviliy in airlines and oil.

[Anonymous No.19367662]

>>19367437
Restaurants, larger chains still have been able to profit off curbside and deliveries. CAKE for example is at $22, was trading above $40 before the virus. Red Robins is at $15, was over $30. Basically they were able to save money off only having to run kitchen staff while still being able to sell, and some even got away with not paying rent during this, saving even more money.

Oil is also down, and once demand returns to normal the stocks will rise back up.

Budweiser stock is super low right now, and everybody knows that will be right back up in no time with reopening. Basically cigarette and alcohol companies are not going to really go any where but up.

I bought stock in cosmetics as well due to hair salons and beauty places going to be reopening again. COTY is low at this time but has been rising a lot this week.

[Anonymous No.19368016]

>>19367181
>no fucker is willingly placing themselves in a flying sealed petri dish + terminal stress for hours on end, mid-pandemic

I totally buy this as an argument for why airline stocks might collapse in a second wave in the fall, but not as a reason to not go long.

The vaccine that nearly every pharma company is killing themselves to make right now, that is going to be the single biggest news story of the decade, is (hopefully!) going to remove any concerns people have about air travel.

I guarantee you, the moment a few Instagram thots start posting vacation pics again, and boomers are posting about their trips to Cabo etc., there will be a huge resurgence in demand. The FOMO will be off the fucking charts and everybody will be hungry to statusmax with a post-quarantine vacation shot.

[Anonymous No.19368461]

>>19368016
A vaccine is highly unlikely. Most pharma companies are just trying to do tests and studies so they can get extra money thrown at them.

[Anonymous No.19368632]

>>19368461
Hello where are the proovs:DD

[Anonymous No.19368731]

is this tanker stonks anonymous doing opium to quit cocaine

[Anonymous No.19368755]

>>19368632
Just look at how the SARS outbreak started in 2002 and they still dont have a vaccine for it.

[Anonymous No.19368781]

>>19366713
Because the "Open up America" message is being promoted by bots (probably from China or paid by large companies) and there will be another outbreak.

[Anonymous No.19368809]

>>19367068
>Trump already said if there is a 2nd wave, he will not shut down.
Yes, because it will be up to the governors. "We gave guidance, didn't follow it, bad, bigly, we're not shutting down when there are virtually no cases in Alaska"

Anyway, don't buy airline stocks. Too risky for now. At least not JetBlue and smaller ones like that.

[Anonymous No.19368852]

>>19366683
Nah, 2nd wave confirmed. Do you really think burgers are smart?

[Anonymous No.19369052]

>>19366673
I went in heavy on AAL and put the rest into UAL. The moon awaits.

[Anonymous No.19369109]

>>19369052
did you get dumped on already? what was your buy in?

[Anonymous No.19369286]

>>19368755

The SARS outbreak barely registered, COVID-19 the biggest thing to happen this millennium.

Even if they achieve a risky vaccine that gets to like 60% effectiveness, it will be enough to deliver the perception of safety, and people will return to normal. Never underestimate how short people's memories really are.

[Anonymous No.19369514]

>>19366673
>are you buying in

[Anonymous No.19369540]

>>19366683
buy AirCanada

[Anonymous No.19369573]

>>19366716

They're also shrinking their fleet you retard. The retired their MD-80 fleet and have 700 displaces pilots, not to mention they just retired their 777 fleet

[Anonymous No.19369574]

>>19369286
Except Covid 19 is extremely similar to SARS, and the big issue with the SARS vaccines they tried testing is that they created worse lung issues. And then here is this little article from back then that shows just how "fast" vaccines will be produced.

[Anonymous No.19369634]

>>19369514
Doomer Warren Buffet sold his airline stocks to smart robinhood investors*

[Anonymous No.19369637]

>>19366673
why do these speculative 'stocks' exist?

[Anonymous No.19369650]

>>19369052
>AAL lost $2.2 billion in the first quarter and is bleeding $70 million a day
>has already declared bankruptcy in the past

Well I guess if you want to lose money.

[Anonymous No.19370803]

>>19367460
Low IQ as fuck.

With the amount of debt most airlines have, even a lasting 10% drop in revenue is a death sentence. They will end up in a death spiral of having to sell off assets into a buyers market and only being able to obtain financing at higher and higher interest rates. Do you really think a significant portion of Americans aren't just going to go to the lake this summer instead of taking that long haul flight to relax on the beach in Europe or Asia

This 'recovery' is just retards buying the dip without realising that these companies are already dead. The leverage has killed them already. Its like when people get exposed to massive amounts of radiation, at that point they are already doomed, but they seem to get better for a few days before they drop dead

[Anonymous No.19370835]

>>19369650
they wont be allowed to fail meaning eventually they will recuperate

[Anonymous No.19371181]

>>19370803
You’re not wrong but for us Canadians I still think Air Canada is a sold buy. We really only have no major carrier not as much competition. As well the financials have been very good for years now and they have a war chest. The price is like 10USD a share right now used to be 40.

[Anonymous No.19371223]

>>19370835
Maybe as a zombie company and the stocks will be $1.

[Anonymous No.19371263]

>>19371181
One*