Second Half Game Plan 6/27/23
Halftime Report
00:00
The Golden Age of Airline Stocks
The median forward PE for the five largest airlines is six times the median earnings per share growth of 16%. Delta CEO says there's 300 billion of travel demand that wasn't able to happen during the pandemic. He also says there's a 17 point gap where the industry supply should be if not for the pandemic disruption.
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