DAL 是更安全的传统航空股投资标的,因其长期韧性、具吸引力的估值(盈利折价 50%)以及恢复派息。
逐段跳播
我自己确实持有 Delta 的股票,甚至还持有 Carnival 的股票,我在其中一些投资上经历过一些麻烦,不得不去应对这些问题,努力做到在这些投资上不亏钱。
when I actually own Delta stock and I even own Carnival stock too and I went through some headaches with with some of those and I had to navigate those and try to try to make it out like not losing money on those investments.
不过我要说的是,如果你更想要一个大概更安全、更偏传统的方式来投资航空股,那你可能更适合选择像 Delta 这样的公司,它实际上在长期表现出了相当不错的抗压能力。
Now, I will just say though that if you'd rather have like probably a safer, more kind of traditional play on airlines, then you might want to go with something like Delta instead, who's actually shown some pretty good resilience longterm.
而且,它们最近还小幅回落了一些。相比整个板块,它的估值非常便宜,市盈率大约有 50% 的折价。这是一个很棒的估值。
And, you know, still they recently dipped a little bit. It's trading very cheap compared to the sector at around a 50% discount on earnings multiples. That's a great valuation.
此外,它们还重新开始派发股息了,而我不认为 Allegion 曾经派发过股息。
Plus, they started paying their dividend again, too, which um I don't believe Allegion has ever paid a dividend.
这个频道对 $DAL 的历次判断
Ale's World of Stocks 在这只股票上共 2 条判断,这里只列相邻的几条。