Momentum investing is all about the idea of following a stock's recent trend, which can be in either direction. In the "long context," investors will essentially be "buying high, but hoping to sell even higher." And for investors following this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving in that direction. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.Whil ...

Equipment leasing can be a great business if you have preferential access to capital and know how to manage and price your portfolio appropriately. AerCap Holdings N.V. ( AER ) is one of the best in the business at that, allowing thisAnalyst’s Disclosure:I/we have a beneficial long position in the shares of AER either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I ...

Core Insights - Equipment leasing can be a lucrative business if there is preferential access to capital and effective portfolio management and pricing strategies [1] Company Analysis - AerCap is highlighted as one of the leading companies in the aircraft leasing sector, demonstrating strong capabilities in managing and pricing its portfolio effectively [1]

Core Insights - AerCap Holdings N.V. has signed lease agreements for two Airbus A321neo aircraft with My Freighter, marking AerCap's first customer in Uzbekistan [1][2] - The A321neo aircraft are scheduled for delivery in Q4 2027, which will enhance My Freighter's operational capabilities and support its expanding international network [1][2] Company Overview - AerCap is a global leader in aviation leasing, serving approximately 300 customers worldwide and is listed on the New York Stock Exchange [3] - My Freighter, based in Tashkent, Uzbekistan, is a cargo airline that operates scheduled and chartered flights across Europe, Asia, and the Middle East, specializing in transporting perishable goods and hazardous materials [4] - Centrum Air, established in January 2023, is Uzbekistan's largest private airline, operating under My Freighter's Air Operator Certificate and focusing on expanding its network and fleet [5]

Here are three stocks with buy rank and strong value characteristics for investors to consider today, December 8th:  General Motors (GM) : This company which is one of the world’s largest automakers, carries a Zacks Rank #1 (Strong Buy), and has witnessed the Zacks Consensus Estimate for its current year earnings increasing 10.1% over the last 60 days.General Motors has a price-to-earnings ratio (P/E) of 7.4 compared with 25.2 for the S&P. The company possesses a Value Score of A.CorMedix (CRMD) : This biop ...

Here are five stocks added to the Zacks Rank #1 (Strong Buy) List today:Village Farms International (VFF) : This company, which is a producer, marketer and distributor of greenhouse-grown tomatoes, bell peppers and cucumbers primarily in North America, has seen the Zacks Consensus Estimate for its current year earnings increasing 75% over the last 60 day.CorMedix (CRMD) : This biopharmaceutical company, which is focused on developing and commercializing therapeutic products for the prevention and treatment ...

Accessibility StatementSkip Navigation "We are proud to receive our first Boeing 777-300ERSF, which represents a major step forward in Fly Meta's long-term widebody freighter strategy," said Helen Chen, the CEO of Fly Meta. "This aircraft will significantly strengthen our cargo corridor and further expand our ability to serve global e-commerce, express and specialty cargo markets. Together with our partners AerCap, Air Atlanta Icelandic and Hungary Airlines, Fly Meta is building a modern, efficient and scal ...

Core Viewpoint - Investors in the Transportation - Equipment and Leasing sector should consider AerCap (AER) and Westinghouse Air Brake Technologies (WAB) for potential value investment opportunities [1] Valuation Metrics - AerCap has a Zacks Rank of 1 (Strong Buy), indicating a stronger earnings outlook compared to Westinghouse Air Brake Technologies, which has a Zacks Rank of 3 (Hold) [3] - AER has a forward P/E ratio of 8.93, significantly lower than WAB's forward P/E of 22.40, suggesting AER may be undervalued [5] - The PEG ratio for AER is 0.69, while WAB's PEG ratio is 1.54, indicating AER's expected earnings growth is more favorable [5] - AER's P/B ratio is 1.36, compared to WAB's P/B of 3.09, further supporting AER's valuation attractiveness [6] Value Grades - AER has a Value grade of B, while WAB has a Value grade of D, reflecting AER's superior valuation metrics [6] - Stronger estimate revision activity for AER suggests it is a more appealing option for value investors compared to WAB [7]

Core Points - AerCap Holdings N.V. has signed lease agreements with FlySafair for three Boeing 737 MAX 8 aircraft and two Boeing 737-800NG aircraft, with deliveries scheduled for Q1 2028 and Q3 2026 respectively [1][2] - This partnership is aimed at supporting FlySafair's fleet modernization plan and enhancing operational efficiency to meet growing air travel demand [1][2] - AerCap is recognized as a global leader in aviation leasing, serving approximately 300 customers worldwide [3] Company Overview - AerCap is based in Dublin and operates globally with offices in various locations including Shannon, Memphis, Miami, Singapore, London, Dubai, Shanghai, and Amsterdam [3] - The company is listed on the New York Stock Exchange under the ticker AER and has one of the most attractive order books in the aviation leasing industry [3] FlySafair Overview - FlySafair is Southern Africa's leading low-cost carrier, offering budget-friendly domestic flights and operating five international routes [4] - The airline has been recognized as the top on-time low-cost airline in Africa and the Middle East for 2024 by Cirium [4]

Investment Rating - Industry rating: Outperform the market [1] Core Insights - Aircraft manufacturers are slowly recovering capacity, but supply chain challenges continue to hinder aircraft supply. As of October 2025, Boeing delivered 493 aircraft and Airbus delivered 585 aircraft this year, with backlogged orders remaining at historically high levels [2][5][6] - Global aviation market demand growth has slowed down, with all regions experiencing a deceleration. The Middle East and Africa saw year-on-year increases of 6.2% and 6.1%, respectively, while North America experienced a slight decline of 0.1%. The Asia-Pacific region's international passenger volume grew by 7.4% year-on-year [2][11][16] - Overall, while aircraft manufacturers' capacity is recovering, it still cannot meet the expanding demand for aircraft. The aircraft leasing industry is expected to benefit from the tight supply-demand situation, particularly in the Asia-Pacific region, which presents significant growth potential for Chinese aircraft leasing companies [2][40] Summary by Sections 1. Aircraft Supply Continues to be Tight - Boeing's average monthly delivery has significantly improved compared to last year, while Airbus's delivery is slightly better than the same period last year. However, both manufacturers are still far from previous high levels [5] - The backlog of aircraft orders remains at a historical high, with Boeing and Airbus accumulating new orders of 836 and 722 aircraft, respectively, this year [6] 2. Civil Aviation Passenger Demand Update - Global aviation passenger volume continues to grow, but the growth rate has slowed. In September 2025, global revenue passenger kilometers (RPK) increased by 3.6% year-on-year, while the global load factor was 83.4%, slightly lower than the previous year [11][16] - Domestic aviation RPK in September grew by 0.9% year-on-year, with Brazil showing a remarkable increase of 12.1% [21][20] 3. Aircraft Leasing Company Dynamics - Chinese aircraft leasing companies are currently valued relatively low compared to global leaders like AerCap, and they possess higher order elasticity, making them worthy of attention [2][38] - As of June 30, 2025, Bohai Leasing had the highest number of owned aircraft at 628, while China Aircraft Leasing had the least at 151 [44]