Investment Q&A

Q: Hello Peter and co,
Thank you for your voice of reason in these crazy times! My 18-year old granddaughter has been talking about investments, and recently announced that she has decided she wants to invest in a cruise line company, since they are probably way down. Her thinking makes some sense to me, as the cruise industry will survive, and the strongest players may benefit from assimilation of weaker players assets. Similar thinking regarding airlines. In both cases, bankruptcy may be a risk. Is it safe to assume that buying these sectors is a good long term strategy, and if so, which companies would you suggest? Presumably strong balance sheet is a must. I think I read that Warren Buffett bought some Delta Airlines shares recently. Considering all that, what would you suggest for a young 18-year old?
Thanks.

Q: Which of these airlines would you choose given the market downturn and uncertain recovery time in the travel industry? I am looking at buying incrementally into a speculative position over the next six months. I would consider Delta, however USD are expensive at this time. Should that be a consideration?

Q: Which American airline stock has the strongest balance sheet and/or is the best investment after the smoke has cleared.

Q: Do you think there is an opportunity in airlines, hotel and cruise ship operators in the U.S.? They’ve all been hammered!

Jason

Q: if you were going to buy an airline these days, would you lean towards air canada or would you buy an American airline. if so, which one? bonus question: would you buy an airline with this free fall?
thanks for thé excellent service

Q: Hi folks

Based on The current fundamentals........if you had to buy one cruise line, one travel co (eg expedia/bkng etc) and one US airline
what would your choices be?

Thanks I’m advance

Q: What are your thoughts on a buy for Delta Airlines? If cornavirus worries pass in the next few months, do you anticipate a quick comeback for quality airlines like Delta?

Q: Hi,

Warren Buffett owns Delta airlines. Which is a better buy Delta or Air Canada?

Thanks

Q: What would be your top recommendation in the airline sector, US or CAN. Thank you

Q: Hello, Air Canada has been very strong for quite some time. AC's PE now sits at around 13X wheras US carriers are sitting ~7-8X PE. With the risk of oil prices spiking likely sitting at all time lows, the previous "highly cyclical sector" knock on the airline business, seems less of a problem. What are your thoughts on taking a position in an airline at this time? If you were to take a position, which would be your preference in order - and why?

Q: Hello Folks:
Do you think the US airline industry a worthwhile investment over the longer haul. I have American airlines in mind. I used to like Southwestern which no longer exists....do you have others worth considering?
Thanks a lot for your service
brian

Q: Hello Peter

What are your vews on Delta airpines compared to Air Canada or stay with with tech in US which I am underweight.
Thank you for great support

Q: i have been enjoying the ride with delta airlines (dal), do i stay on board or is it time to deplane?

Q: Any comments on DAL, it is small but very cheap, ROE is pretty good for service company...