Helix Investment Research
Long only, special situations, contrarian, growth

JetBlue: Double-Digit Upside As Takeover Prospects Highlight Undervaluation

In our last article, we turned investor's attention to the European airline industry, arguing that despite investors' focus on drama in the domestic airline industry, there was opportunity to be realized overseas, specifically in shares of Deutsche Lufthansa (OTCQX:DLAKY). But now, we would like to turn investor attention back to the domestic airline industry, where one of the nation's smaller players has become the subject of increased scrutiny: JetBlue Airways (NASDAQ:JBLU). As the industry continues to debate the potential outcome of the US Airways (LCC)-American Airlines (AAMRQ.PK) merger, speculation has increased regarding the fate of JetBlue, which has remained independent throughout the industry's multi-year consolidation. In our view, however, investors will ultimately realize

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