Thoughts on airlines for the long run? American and United are bound to bounce back at some point. If I throw 10k in I assume these won’t go bankrupt

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Are you suggesting that your investment guarantees bankruptcy protection? Lol

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“Bound to bounce back”... Something might if you bought all the major airlines? At best “probably”? But for a particular airline? Harder to tell. You’re also missing opportunity cost in your ROI calculations.

I’m sure people where a lot more certain on IBM and GE back in the day but now they’re dumpster fire companies

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JETS

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Research how many airlines in business today went bankrupt in the past. American has gone through bankruptcy at least twice and merged with failed airlines. So gad Delta. Continuing to operate DOES NOT mean equities holders stayed whole.

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Even Boeing thinks American goes bankrupt.

LUV is the only one I’d think about until it looks like international business travel starts coming back.

I think the play is the IYT so get exposure to freight and rail along with airlines.

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Airlines will have to change business model to account for loss of business travel. I don’t think they will come back to precovid level anytime soon. There is still value there and every now and then they just shoot up 5-10% in a week. It maybe worth to jump in them next week if you think the stimulus bill will happen soon

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Man brutal it was looking like airlines were going to have a strong day before the market tanked. Good news at least w airlines is they won’t crash too hard on sell offs.

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Maybe 2025

I wanna throw 10k into reopening as well. However, I read that 60% of airline revenue comes from business travelers. Being that I think WFH is permanent I’ll stay away from the airlines. Thinking of throwing 10k into OIS, SIX, SPG, NCLH and maybe some others. Confident I’ll get at least a 30% return by March. If you have any other reopening plays please lmk!

I see some consolidations coming to the airline industry. There'll be less business travels even after covid is over

Either AAL or UAL May need to go bankrupt to survive. They have already started asking for more bailout in order to survive. I’d say 50/50 bankruptcy at this point. Stick with DAL or LUV or JETS for an overall play if no bankruptcies.

Why not play retail before airlines?

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