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经过两年的时间，摩根斯坦利的威廉Greene Jr。他保持忠诚的追随者。“他所呈现的数据数量几乎令人难以置信，”一个投资者惊叹。“关于发生的事情并不是很多细节，还有很多细节，而且还有会议点概述告诉你如何定位前进。”Greene, who also leads the lineup in Airfreight & Surface Transportation, rates Atlanta’s Delta Air Lines and United Continental Holdings, Chicago-based parent company of United Airlines, as long-term buys on the strength of their strong balance sheets, capacity restraint and “relatively attractive” valuations, among other factors. He is bearish on JetBlue Airways Corp., however. The New York–based outfit “lacks the leverage of its peers, faces cost inflation, and risks labor unionization,” Greene explains. “Although the company shares these headwinds with other low-cost carriers, it lacks tangible offsetting positives. Thus, we believe investors will increasingly price JetBlue as a legacy-like carrier.” 跑步者 凯文克斯佩斯 瑞银 格伦恩格尔 美国银行Merrill Lynch 猎人柯伊 Wolfe Trahan＆Co. |