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PittTheYounger

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CRM·10 months agoSalesforce Is Solidifying Its Leadership With Enterprise Cloud Customers But Market Growth Expectations Are High

Excellent analysis, Goran, thank you! The only aspect I'd want to disagree with is valuation: A PE ratio of around 20 is much too conservative relative to the rest of the market.

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AAL·about 1 year agoAmerican Airlines is the ugly duckling in the US airlines industry

You've said it yourself: Last year. Markets haven't been pricing in Trumps negative effects on the economy up until 2 April this year, quite the contrary.

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EZJ·about 1 year agoEasyJet weirdly unloved by investors in spite of relatively attractive metrics

That might well be the case, Ralph. The share's price-to-book ratio is a meagre 1.2, with net assets (intangibles excluded) a mere half of the aircraft value; so that would support your statement.

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VOW3·about 1 year agoVolkswagen is ailing after several strategic mistakes

I like your optimism, Darius; alas, I don't share it. We'll see how things play out!

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EZJ·about 1 year agoEasyJet weirdly unloved by investors in spite of relatively attractive metrics

Small wonder O'Leary should say so, even though Wizz does have an competitive edge in Central and Eastern Europe no doubt, while Jet2 is the dominant player in the pure holiday-travel segment of the market. Yet it remains telling that he should omit to recognise easyJet's successful transformation into an integrated tourism business with the related ancillary revenues even Ryanair with their creative extra charges can only dream of.

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EZJ·about 1 year agoEasyJet weirdly unloved by investors in spite of relatively attractive metrics

Technical analysis is pointing to an imminent outbreak, too (source: TraderFox; weekly candles) [img]https://staticm.fastcomments.com/1742983629006-2f15835dd527adb51cdbf5ba2d3ddb9e7ff8aeae.png[/img]

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EZJ·about 1 year agoEasyJet weirdly unloved by investors in spite of relatively attractive metrics

I feel you, Joe; same with me. For the reasons stated I remain convinced, though, that there's decent upside potential in the share when the market realises the business's strategic expansion.

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