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
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