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AerCap Holdings N.V. (AER)

NYSE - NYSE Verzögerter Preis. Währung in USD
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50,80+0,81 (+1,62%)
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  • j
    joeri
    AerCap Holdings N.V.
    Interesting analysis on seeking alpha. As a AER long I hope he is right

    AerCap At 0.24x BV Is A Generational Buy https://seekingalpha.com/article/4333889?source=ansh $AER
    Aercap is a best of breed airplane lessor; a creditor to airlines that’s been caught in the midst of the travel industry crisis. The stock is now 75% off its hi
    Aercap is a best of breed airplane lessor; a creditor to airlines that’s been caught in the midst of the travel industry crisis. The stock is now 75% off its hi
    seekingalpha.com
  • J
    John
    $GM conversation
    David Einhorn's 3-31-2019 $1.4bb portfolio:

    1. $GM General Motors $338mm
    2. $GRBK Green Brick Partners $211mm
    3. $AER AerCap $194mm
    4. $BHF Brighthouse Financial $119mm
    5. $CCR CONSOL Coal Resources $97mm
    6. $ATUS Altice USA $88mm
    7. $CNX.WI CNX Resources $62mm

    "jeye"
  • J
    John
    $GM conversation
    Three cheers for our President "jeye"
    David Einhorn's Greenlight disclosed that his fund has gained 18% in the 1st half of 2019, which is at least on par w/ $SPY's 18.2% YTD return. $TPX $AER $ATUS $VOYA $GM recovered nicely and helped performance. We estimated its stock only portfolio gained 16% YTD.
  • J
    John
    $GM conversation
    David Einhorn - Greenlight Capital
    31 Mar 2019
    TOP5

    1: $GM - General Motors 24.03

    2: $GRBK - Green Brick Partners 14.99

    3: $AER - AerCap Holdings N.V. 13.76

    4 $BHF - Brighthouse Financial Inc. 8.49

    5: $CCR - CONSOL Coal Resources LP 6.89

    "jeye"
  • J
    John
    $GM conversation
    What David Einhorn likes. "jeye"

    Tobias Carlisle

    Verified account

    @Greenbackd
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    Tobias Carlisle Retweeted Acquirer’s Multiple®
    The top 10 stocks in David Einhorn's portfolio at 9-30-2018:

    1 $BHF / Brighthouse Financial
    2 $GM / General Motors
    3 $GRBK / Green Brick Partners
    4 $AER / AerCap Holdings
    5 $ESV / Ensco
    6 $VOYA / Voya Financial
    7 $YHOO / Yahoo!
    8 $CCR / CONSOL Coal Resources
  • C
    Cracker
    $AER conversation
    Still so cheap at 6.5X. Huge buyback and 14.5 mil shares short need to cover
  • l
    leroy
    $AER conversation
    12.4 mil shares short working very hard to get your shares. $40+ coming on this earnings report! Best to cover
  • l
    leroy
    $AER conversation
    Book value now at $45.26 and up from 42.9 last Q
  • l
    leroy
    $AER conversation
    AER leased, sold and purchased 143 aircraft this Q. Last Q it was 68 aircraft!
  • l
    leroy
    $AER conversation
    FLY beat by .11 and CEO said there is still strong demand for leased planes!
  • J
    JAG61
    There was recently some classic UOA and the price has moved North since. You don't need many of these to bear fruit to justify the risk vs. reward, so I'm along for the ride:)
  • C
    Cracker
    $AER conversation
    Book is now $51.20. Shorts continue to be on the wrong side of this trade. Co announced another $300 mil buyback. Best to cover as money remains cheap and the aircraft bus. remains steady.
  • P
    Peters
    $AER conversation
    Looking for day and swing momentum alerts? LionStockAlerts has you covered. They call it like it is cutting through the BS to deliver real alerts
  • M
    Mick
    AES hit with a Morgan Stanley downgrade. Buying opportunity?
  • s
    spikesparta
    $AER conversation
    No interest in this security in spite of stellar earnings and a positive outlook. Typical of that has happened for the last 6 quarters. Without the buybacks AER would have difficulty staying above $30. cheers
  • l
    leroy
    $AER conversation
    Why the baby steps? $750 mil in buybacks!!! Interesting that I.Monkey listed the lowest PT at $40 when RBC recently put a $74 PT on AER
  • R
    Remaley
    $AER conversation
    AER Chart Breakout - video at HOTSTOCKTRADE (Google them)
  • s
    spikesparta
    $AER conversation
    Aer management......keep buying the stock. Clearly earnings, PE ratios, guidance, strength of aviation industry mean nothing. Katie bar the door if we have a large market selloff. AER would not stand a chance. cheers
  • t
    theeseer
    $AER conversation
    Buy at market or on any dips. The numbers tell the tale and leasing is more efficient than buying period. All countries are seeing increased air travel and adding to their fleets will be a combination of purchases and leases. AER is sitting on plenty of cash and will buy back more shares when needed.
  • l
    leroy
    $AER conversation
    Waha Capital increased ownership of AER from 13.4% to 16.4%!!