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AerCap Holdings (AER)

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Instablog posts on AER

  • Bearish Berstien Becomes Berry Bullish! by Stone Fox Capital
    Ok, that's my best attempt at being creative. Richard Bernstien appeared on Fast Money last night to talk about some of his bullish calls for 2010. I'll take their word for his bearish stance earlier this year, but I'm not sure all of his calls are so bullish. At least, he is more bullish now... More »
    December 18, 2009 • SPY, AER, LIZ
  • Russell 2000 Weakness by Stone Fox Capital
    Since late September, the Russell 2000 has been particularly weak. The index of small cap stocks made a slightly higher high in mid October, but hasn't come close to the 625 high in November while the S&P500 continues to trade above the Sept/Oct levels.Part of the reason could be that a lot... More »
    November 24, 2009 • AER, IWM
  • Airplane Lessors to Benefit from Exploding International Growth by Stone Fox Capital
    Anybody just focusing on domestic US traffic would miss how the rest of the world is seeing explosive growth in airplane traffic. For airplane lessors it's mostly about international growth and with Boeing continuing to struggle to get their new plane out it just makes the planes owned by... More »
    October 9, 2009 • AER, GLS, BA
  • Genesis Lease and AerCap announce Merger as Expected by Stone Fox Capital
    This expected merger was announced on Friday morning. Its expected to create the largest independent airplane lessor in the world with a market cap just over $1B. Its also expected to create a serious increases to the 2010 EPS estimates for Genesis Lease (GLS) shareholders per slide 9 of the... More »
    September 21, 2009 • AER, GLS
  • Genesis Lease Confirms M&A Discussions by Stone Fox Capital
    In a rather unusual twist, Genesis Lease (GLS) confirms that they are actually in M&A discussions backing up a earlier story today. No guarantee that it will work out, but it's surprising to see that the article was at least partially accurate. In the past it tends to work out that such... More »
    September 14, 2009 • GLS, AER
  • Airplane Leasing: AerCap Leads by Stone Fox Capital
    The airplane leasing sector has been promising for a while now as emerging markets expand air traffic and airlines with weak balance sheets look to cut cash outlays for new planes. Its also a much better way to play this trend then to own a airline as they typically struggle to make profits with... More »
    August 17, 2009 • AER, GLS, AYR
  • Looking for Highly-Rated Cheap Stocks by Davy Bui
    In a recent post, I posited that markets did not look cheap from either a valuation basis nor an economic outlook standpoint. However, that does not mean I stop looking for investment opportunities, only that the search may not be as fruitful as I would like.So this week's screen focuses on... More »
    August 3, 2009 • AZ, CVH, GLF

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