Stephen Simpson, CFA
Long only, growth at reasonable price, value, research analyst

Willis Lease Finance Looks Under-Followed And Undervalued

If what's good for the goose is good for the gander, perhaps what's good for aircraft leasing companies like AerCap (NYSE:AER) and FLY Leasing (NYSE:FLY) will prove to be good for engine lessor Willis Lease Finance (NASDAQ:WLFC). Although there are some key differences in the markets and business models, a few basic points of similarity shine through - namely, that air travel (and aircraft demand) is set to grow meaningfully in the coming years and operators (that is, airlines) are likely to turn even more to leasing as a means of managing their capital.

Willis Lease is severely under-followed, as I do not believe there is a single sell-side firm following the company today,...

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
PRO Top long ideas returned 21.7% in 2016**
"As a PRO member, we get uniquely valuable perspective that go beyond our quantiative analysis... We rely on PRO to get beyond the numbers quickly and add much needed perspective. It keeps me ahead of the next big thing. - Mark Choate, Malaga Cove Capital"
Mark Choate, Malaga Cove Capital
"Contributors (writers and commentators), often have a long history in the secuirities they opine on and some are clearly well positioned industry participants with detailed industry views that can help provide color on where the skeletons are buried in a particular secuirity and/or industry."
Jim Roumell, Roumell Asset 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