Aircap is the big dog in space, a e r in the new york stock exchange. They are the world's largest owner of aircraft, and they're leasing it to the airlines. And i think that's a good place to be if you like an air lease end, rather than the airlines themselves. If you want a play of recovery, i don't think this is a bad necessaty, a bad thesis. But please, don't be under the impression you're gong to buy and hold these things and have multi baggers over, say, a 30 year period s. This is not these are not companies to own for the long term.
As major airline stocks pop, it's reasonable to ask what the long-term prospects are for shareholders. (0:20) Jim Gillies discusses: - American, United, and the other major U.S. carriers - The airline-tangent stock he prefers - AT&T's timing with the spinoff of Warner Media - HBO Max gaining subscribers - Sleep Number's cash flow being better than its stock price would indicate
(19:30) Deidre Woollard talks with Beth Kindig, lead tech analyst for the I/O Fund, about where she's finding opportunities in the recent downturn in tech stocks.
Stocks discussed: AAL, UAL, AER, T, WBD, SNBR, NVDA, ROKU, AMD, MU
Host: Chris Hill Guests: Jim Gillies, Deidre Woolard, Beth Kindig Producer: Ricky Mulvey Engineers: Dan Boyd, Tim Sparks
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