Energy: Is There a First-Class Airline Stock?
Industry Focus
The Motley Fool
4.6 • 854 Ratings
🗓️ 14 September 2017
⏱️ 26 minutes
🧾️ Download transcript
Summary
After years of being dubbed “death traps” for investors the Airlines industry is having something of a renaissance. We discuss which of the big four U.S. national carriers is the better buy for investors today.
Transcript
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| 0:00.0 | Welcome to Industry Focus, the show that dives into a different sector of the stock market every day. |
| 0:07.0 | Today we're talking Energy and Industrials. It's Thursday, 14th of September, and as promised, we're going to be discussing the airline industry. on the especially when you're just about to go on your epic European tour slash US adventures. |
| 0:25.0 | Yeah, thanks for having me in. |
| 0:27.0 | No problem. |
| 0:28.0 | I'm glad to be here one last time. |
| 0:29.0 | How's the, well I'm sure you'll be joining us on Skype I hope. |
| 0:32.0 | I hope so, yeah. From the West Coast. Yeah yeah it's not quite the same though |
| 0:35.1 | no it's not quite the same and it'll be a lot earlier for you too so I hope you |
| 0:37.8 | so I hope you're in the early price so today the US we're going to be talking about the US airline industry as we kind of primed for last week. |
| 0:46.0 | The industry has had a pretty bad reputation and has been avoided for decades by investors. |
| 0:51.0 | Looking through the numbers, it's clear to see why the sector suffered |
| 0:55.6 | combined losses of 52 billion between 1977 and 2009. Warren Buffett even went so far |
| 1:02.0 | as to call the industry a death trap in 2013, |
| 1:05.0 | famously or now infamously after his change of tune. |
| 1:08.0 | However, we argue that the industry today is not what it once was and may in fact deserve a |
| 1:13.6 | second look by a lot of investors so this is a huge topic and I just briefly want |
| 1:17.8 | to cover to offer some background I believe the history of the airline industry is pretty fascinating. |
| 1:23.4 | It certainly is. |
| 1:25.4 | Yes. |
| 1:26.4 | So it looks a lot different now to how it has done in the past 30 years. |
| 1:30.2 | A lot of M&A, some successful, some not so successful, a lot of deregulation in the 1970s |
| 1:36.0 | really ushered in a new era of competition and cheap transatlantic travel offered actually by British |
... |
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