- Airlines with a high mix of domestic flights look attractive to Deutsche Bank.
- The investment firm leans on the logic of avoiding some of the F/X traps of international routes with the U.S. dollar a bullying force.
- DB lines up Allegiant Travel (ALGT +0.4%), JetBlue (JBLU +1%), Southwest Airlines (LUV +0.5%), and Spirit Airlines (SAVE +0.7%) as top sector picks.
- An important development in the airline industry occurred earlier today when Delta Air Lines tipped it would cut back international capacity next winter. American Airlines (AAL +2.5%) and United Continental (UAL +1.6%) are on watch to see if they match the more conservative strategy.
- Previously: Delta Air Lines +1.9% as results impress, capacity control tipped