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...

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