Energy: The 737 Max Returns and The Best Way to Invest in An Air Travel Recovery
Industry Focus
The Motley Fool
4.6 • 854 Ratings
🗓️ 22 October 2020
⏱️ 24 minutes
🧾️ Download transcript
Summary
This week, Motley Fool Contributor Lou Whiteman joins the show to take a look at the upcoming return of the Boeing 737 Max and to discuss the aircraft leasing, which we think is the best way to invest in an air travel recovery. In particular, the conversation focuses on AerCap Holdings (AER), the world’s largest owner of commercial aircraft. We hope you’ll enjoy our conversation.
Stocks Mentioned: BA, LUV, AAL, UAL, AER, GE, AL
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Transcript
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| 0:00.0 | Welcome to Industry Focus. The Podcast that dives into a different sector of the stock market each day. |
| 0:11.0 | I'm your host Emily Flippin. I'm Jason Moser. I'm Nick Seidful. I'm Dylan Lewis. And today we're talking financials. Today we're talking consumer goods. |
| 0:19.0 | Wildcar! Wednesday. And we're talking energy. And today we're talking tech. Let's dive in. |
| 0:27.2 | Welcome to Industry Focus. I'm Nick Saipoll. This week we're checking back in on the |
| 0:30.8 | air travel industry with an update on Boeing's 737 Max in a deeper look at our |
| 0:35.0 | favorite way to invest in an air travel rebound. |
| 0:37.9 | Joining me to help break it all down is Molly Fool Contributor Lou Whiteman. |
| 0:40.4 | Lou, thanks for joining me once again on the podcast. |
| 0:42.4 | Glad to be here. |
| 0:43.4 | So we last talked about air travel back on September 10th. |
| 0:47.0 | What's new? |
| 0:48.0 | We're kind of in the middle of airline earnings right now. |
| 0:49.4 | We are, we are. |
| 0:50.4 | And the biggest thing that's new is that we finally had the CARES Act aid end, which also included a limit on involuntary separations. |
| 1:00.0 | And sure enough, this industry needs to get smaller and we have seen tens of thousands of |
| 1:04.0 | layoffs, mostly focused on a few carriers. |
| 1:06.9 | But yeah, we are in the middle of a very bad period and we're kind of finding out now how long it's going to last or |
| 1:14.0 | getting a feel for how long it's going to last. |
| 1:15.8 | Right, a lot of uncertainty around how long it will take for the air travel recovery to |
| 1:20.0 | play out but airlines appear to at least be getting their feet underneath them a little bit, |
| 1:24.8 | getting their cost structures under control so that they have some ability to continue into the future. |
| 1:29.3 | When we look at an air travel story that's really been dominating the news even back before the |
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