AER
AerCap Holdings N.V.
Every pitch and position made on this ticker, across every competition and newsletter issue in the archive.
- Times pitched
- 2
- Long / short
- 2 / 0
- Avg. return
- +4816.3%
- Verdicts
- Worked 2
position
Winter 2015
Andrew Wellington
long
worked
Newsletter
AerCap's business model is less credit-sensitive than perceived, as it can repossess airplanes and find new renters easily. The acquisition of ILFC has significantly boosted earnings, with projections
position
Winter 2015
long
+4816.3%
worked
Newsletter
AerCap is one of the cheapest stocks in the portfolio, trading at 7.9x earnings despite having appreciated 1,200% since initial investment. It operates in the commercial airplane leasing sector, which