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

American Airlines Group: As The Integration Continues, Solid Upside Ahead

Every few years, select sectors of the market undergo materially significant fundamental changes, changes that affect the very nature of doing business in that sector. In 2000, the bursting of the dot-com bubble altered the technology sector, just as the 2008-2009 financial crisis significantly changes the financial industry. However, these shifts need not all be negative, as evidenced by the renaissance of the U.S. airline industry. Over the past several years, the domestic airline industry has been fundamentally reshaped by the twin forces of bankruptcy and consolidation, forces that have served to materially change the profitability of the industry, for both the companies and their investors. These changes have led to substantial gains for airline investors, much to the chagrin...

Join Seeking Alpha PRO to read this archived article and 11,574 other archived articles
FREESA PRO MEMBERS
IDEA GENERATORXExclusive access to 10 PRO ideas every day
INVESTING IDEAS LIBRARYXExclusive access to PRO library of more than 15,000 ideas
SECTOR EXPERT NETWORKXExclusive access to all sector experts for direct consultation
PERFORMANCE TRACKINGXTrack performance of all PRO stock ideas
PROFESSIONAL TOOLSXProfessional Idea Filters to zero-in based on industry, market cap and more
"In just the first month of using PRO, I used it to generate two ideas which were actionable for me. As a result of these two positions, I have earned more than 20 times the annual subscription costs for PRO."Michael Yagemann, Greenbridge Capital
"I am pleasantly surprised with the scope of small and mid-cap coverage PRO offers. You can't find that any where else."Patrick Rice, Mainstay Capital Management
You may cancel at any time for any reason, and receive a prompt refund for membership on months paid and not used (max. 6 months). Details