Reddit Posts
$CVVY - The Sulfur Company Hiding in Plain Sight as a Gas Producer (And the Market Has No Idea) [DD]
$CVVY — The Sulfur Company Hiding in Plain Sight as a Gas Producer (And the Market Has No Idea) [DD]
After-Hours Gainers and Losers for Today (September 5, 2025) 📈 📉
7% AER on 3600gbp/ year worth it? What other options are out there?
Aercap’s (AER) 3.5b loss in aircraft could pop the “aircraft leasing bubble”:
I feel like Aercap’s 3.5b loss in aircraft to Russia could pop the “aircraft leasing bubble”:
Aercap’s (AER) 3.5b loss of aircraft to Russia could pop the “aircraft leasing bubble”:
AIR LEASE ($AL) & AERCAP HOLDINGS ($AER) - trading well below book value; roughly 40% upside, this doesn't take into account future cash flow generation. Keep in mind this is surface-level DD, haven't dug deep yet. More so a discussion.
DD: AerCap Holdings ($AER) - The biggest jet leasing company in the world is buying the other biggest jet leasing company in the world.
Is GE Stock A Buy As Transition To Leaner, Stronger General Electric Gains Steam?
$14 million YOLO update: SPR, AER, and now CLF (YOLO trifecta?)
Here is a Market Recap for today Friday, June 4, 2021
Here is a Market Recap for today Friday, June 4, 2021
Mentions
I think portfolio construction is really interesting too. Like I have some names that I view as my sleep well at night type things, like AER. I don't expect explosive growth, but slow and steady and just continue to re-invest my dividends. I own a few oil stocks, one of them being FTI, which is one I called here a few years ago around 20 bucks a share. I think offshore is still really interesting.
I got luckily with ALNT about bought some last week before it went on a run. AER is great value, just one of those names where it feels like more of a anchor than a growth name. However, you can sleep well at night holding it.
Anytime man! Yeah I used to own TATT but got out. There's a ton of great names in the space for MRO. It's a great market because covid push out backlogs and there is still supply issues for new planes. That means older planes are flying for longer meaning the space for MRO is huge. AIR is really cool company. P/FCF is really high, but it's because of inventory buildout to keep up with demand. You seem to be more value oriented, you should check out AER. They are boring, but they do leasing and they are basically the big dogs there. Only thing is that they have a ton of debt, because they buy planes, but it's not an issue. They keep buying back shares and the company is pretty cheap.
Yeah biggest risk is probably CEO stepping down, but AER is a nice cornerstone in the portfolio to help balance out some beta and higher risk stuff. It's a name that if you go long on, you can sleep well at night.
It's a nice back stop for AER too. They just got a bunch of planes back of Spirit and if they don't release them, they can just sell the engines which are worth as much as the aircraft at this point. Also, the longer an aircraft flys, the longer AER can use their existing inventory.
I'm wondering if AER and other leasing companies take the reclaimed planes from Spirit (and other future aviation casualties) and start selling off just the engines to data centers.
AerCap (NYSE:AER) reported record Q1 2026 results: GAAP net income of $818 million ($4.96/share) and adjusted net income of $889 million ($5.39/share). The company raised full‑year 2026 adjusted EPS guidance to ~$14.50 and approved a new $1.0 billion share repurchase program through December 31, 2026. Key metrics: $1.5 billion asset sales with $291 million gains, cash flow from operations of $1.4 billion, book value per share $116.67, adjusted debt/equity 2.1x, and repurchases of 5.4 million shares for $745 million in Q1.
Most of those names should have the aerospace angle as well. If you want some pure aerospace, TATT has been selling off and starting to look interesting. AER always looks cheap too.
Still bummed about SAFRAN, but still happy with my purchases I made during some dips, like KN, CTS, AER. It's been on a little run, but ITRN is still one of the best valued companies out imo.
I used to think people that put their money in 2% AER savings accounts were morons. hmmm.
keep an eye on AER and WLFC
I mean it’s pretty standard that 10 trading days to revert to the mean is the norm for these offerings. General Electric did the same with BHGE, AIG did the same with AER. There’s no dilution of shares, it’s just shares changing hands.
BYRN was the only new thing I bought, that was down a lot. MIAX was down a little and I bought that too. It really didn't make most names plummet. Just the hype names. Glad you're accumulating AER!
I bought a few more shares of AER in the open was it was down to 138. Even after the sale off, still didn't really find too many news names in the screener. Just waiting for some new stuff to look into lol.
BIIB Put - $180 CNC - put $38 CBOE - call $277.5 AER - Put $135 AN - put $200 PAA - $20 0dte PIPR - $320 put PAGP - $22 call MKTX - $155 put PM - $177.5 put MAC - $19 Put all on latest expire, and just for earnings
Wasn't me! But been big into aerospace and talking about it here for months. Also shout out to creeme for AER. Opened a position last week, such a rad company.
No idea, but holy moly, never looked into AER and now I want to open a position!
There's probably a few aircraft engine plays out there. I wonder if names like AER (aircraft leasing) also have some extra engines lying around?
When will day traders ever learn. I bought $30K of AER stock @ $16 a share and now it's at $140 a share. During that time they became the world's largest aircraft leasing and aviation finance company. Will hold until I retire. In 2023 they started giving quarterly dividends. Just more icing on the cake. Day traders taking pennies over dollars.
Please don’t do this. Firstly you aren’t poor, it’s all relative and you having that extra money is godsend that loads of people don’t have! So don’t put yourself down! Secondly, you should put what money you have available when it’s at those kind of levels into something simple like a savings account, you can get like 4% relatively risk free. You can also have a look at certain ones that will actually pay you a bonus for choosing them (like $100 to $500 normally) Whilst you’re not poor, that doesn’t mean you have enough capital to trade penny stocks with the vast majority of your extra money, because this will momentously screw you over. Would you not be kicking yourself if your $1000 lost 33% in one day? If you want to trade penny stocks or any volatile asset, with your level, a good starting point is utilising 5% of your excess capital on risky trades such as this. This way, you can yolo the 5% if your confident enough and by the end of the year if you’ve burnt your investment, you’ll have basically made it back on the APR/AER on your smart money.
Here's a flyer... AER aircraft leasing company with 8% of its planes leased to Spirit, who will be bankrupt by spring. 125p 04/26
I check when I go for a break from work to trim off profits and rebalance. I just have some nvidia, AMD and GOOGL as fun 'risky' plays, the bulk is in a higher interest cash account (8.5% AER). That rate finishes in september so I'll move a big portion of it to an all-world index tracker after that. Trimming profit off above 2% per day makes me feel more comfortable staying in those risky stocks long-term even if it isn't necessarily 'optimal'. The impact on profits isn't that large, it manages risk, lets me stay sane during drops and feel like I can actually spend the money on nice things for myself and other people.
When tariffs were placed on washing machines the prices for both domestic and foreign machines increased. https://www.aeaweb.org/articles?id=10.1257/aer.20190611 Tariffs resulted in a pass through cost greater than 100%. They also find the employment effect (1800 jobs, not 2000) but the cost to the public of those jobs was $800,000+ each. Prosperous America is a partisan think tank. AER is a peer reviewed journal that is ranked among the top 5 (or top 3) most impactful journals in terms of citations.
i mean he made 14 mil on SPR AER AND CLF
It's nice to have a few low beta holdings to match. Things like AZO, CNSWF, AER are great low beta compounders.
Yeah, there's still a shortage of planes....plus, the nice thing about parts is that even if fewer people fly, planes still have regular maintenance schedules. If airlines don't comply, they get fined, regardless of economic climate. Also, for AER, can we appreciate buying back 2.5% of the company in a single quarter? On track to lower share count 10% annualized at below TBV.
AER earnings: Net income for the first quarter of 2025 was $643 million, or $3.48 per share. Adjusted net income for the first quarter of 2025 was $679 million, or $3.68 per share. Raising full-year 2025 adjusted earnings per share guidance to $9.30 - $10.30, not including any additional gains on sale for the remainder of the year. New $500 million share repurchase program announced. Highlights: Return on equity of 15% and adjusted return on equity of 16% for the first quarter of 2025. Cash flow from operating activities of $1.3 billion for the first quarter of 2025. Unlevered gain-on-sale margin of 35% for assets sold in the first quarter of 2025, or 2.3x book value on an equity basis. Capex of $1.5 billion, including purchases of 13 aircraft, 35 engines and one helicopter. Signed financing transactions for approximately $1.5 billion in the first quarter of 2025. Adjusted debt/equity ratio of 2.4 to 1 as of March 31, 2025. Upgraded to BBB+ by Fitch Ratings; now rated BBB+ by all three major rating agencies. Book value per share of $97.37 as of March 31, 2025, an increase of approximately 11% from March 31, 2024. Returned $558 million to shareholders through the repurchase of 5.7 million shares at an average price of $97.93 per share during the first quarter of 2025. New $500 million share repurchase program announced.
u/_hiddenscout Regarding SKYW....other aviation options for similar P/E: AER and CAAP. Both have bigger moats and more stable businesses. AER is really popular among value investors right now. Also, did you mention BNED at some point?
Makes me want to buy AER. More supply chain kinks keep the demand for their aircraft higher for longer.
The thing is that modern manufacturing relies on complex supply chains where components and raw materials often cross international borders multiple times before a final product is assembled. Tariffs on intermediate goods, like steel used in car manufacturing, could increase the production costs for American car companies. These higher costs could then be reflected in the prices consumers pay for American-made cars, even though the final assembly happened in the US. The uncertainty surrounding the future of trade policy and the potential for more tariffs also created a challenging environment for businesses. When companies are unsure about the future costs of their imports or the possibility of retaliatory tariffs affecting their exports, they might become hesitant to invest in new equipment, build new factories, or hire more workers, which can ultimately slow down the overall growth of the economy and leads to a general increase in the cost of living (inflation). \*\* If you'd like another example, then I wrote a synopsis of the AER's study below: [https://www.aeaweb.org/articles?id=10.1257/aer.20190611](https://www.aeaweb.org/articles?id=10.1257/aer.20190611) ***The Cost of Washing Machines*** Economists at the American Economic Review (AER), conducted a detailed study on the effects of US tariffs on imported washing machines. Their research revealed some important insights. In 2018, the Trump administration imposed tariffs on washing machines coming from nearly all countries that exported them to the US. The study found that this action led to an increase of almost 12% in the price of washing machines sold in the United States. The result? This made it significantly more expensive for American consumers to purchase a new washing machine. Furthermore, the economists also discovered that the price of clothes dryers, which were not subject to any tariffs, also increased by roughly the same amount during this period. This suggests that when tariffs are placed on one type of product, companies might take the opportunity to raise prices on related goods as well, further increasing the financial burden on consumers. The AER estimated that these tariffs on washing machines resulted in American consumers paying over $1.5 billion more per year for these appliances. However, the Trump administration only collected about $82 million per year in tariff revenue from these imports. This stark difference highlights that the cost to consumers can be far greater than the revenue generated for the government. While some companies that manufactured washing machines did move their production to the US to avoid paying the tariffs (e.g., Samsung), the overall outcome was still higher prices for the average American consumer.
>Does the actual reality of market volatility from uncertain policy positions, the impact of tariffs which have been announced, the potential impacts to the sector from changing travel and spending patterns deserve discussion? Yes. In a place of impact. Not in a case of "bad mango". In some names it's much bigger than others. AER for example would be much more impacted by high oil prices which would lower overall demand for aircraft. Also, yes I am differentiating policy and politics. Policy is factual, politics is emotional in many cases. "This is happening" is different for "this is bad" for example. Perhaps that's where we differ.
I’m surprised being that AER could be very much impacted by politics. Changes in travel from US policies, tariffs, global tensions which could impact supply chains
I literally just posted about AER without a single political comment. It's not that there's not an impact, it's that it's not relevant to the thesis.
AER is a stealthy great value play, they lease aircraft and engines. The company just recently started trading at stated book value (currently 1.09 P/B). However, they're selling some of their assets at 2x book value or more. They're using those windfalls to buyback stock, trading at 1x book. Good deal. They're forecasting a ~10% reduction in share count this year, continuing their assault on the share count. It's nice to have that kind of buying pressure in the market when other names are struggling. Downside, they have a fair amount of debt. Also, they lease to airlines. While there is a huge shortage of aircraft that doesn't appear to be reversing soon, a huge slowdown in air traffic could reverse that shortage.
Maybe reflect on your own posts? 1 minute you're telling people to do what they want with their money, then you are passively-aggressively telling people to short the market. Why can you not just accept that some would rather sit aside right now? Most of my cash is collection 4.6% AER interest, paid daily, that's VERY good for no risk.
Got mine sitting in T212 with 4.6% interest AER paid daily, not bad.
I sort of lucked out on SPR and held until they sold to Boeing. I essentially broke even on them. I did end up tripling on AER though, I had 60,000 shares at $33 and sold over $100 recently. I had a $14M balance until the last month, where now I'm sitting round $11M. I’ve been up and down plenty, but this is one of the few asymmetric setups I see that could justify another large bet. If it gets approval with a Priority Review Voucher in hand (worth >$100M), the re-rate will be huge.
As of February 2025, you can get 5% or more interest on savings with accounts from: Bank of Scotland: 5.5% fixed for one year Halifax: 5.5% fixed for one year Yorkshire BS: 5.45% variable for one year Lloyds Bank: 5.25% fixed for one year Chip cash ISA: 5.25% including a 90-day bonus Revolut: 5% on cash with the Ultra plan, which costs £45 per month YBS Easy Access Regular Savers Christmas Regular eSaver 2025: 5.00% gross per year Nationwide FlexOne Saver: 5.00% AER/gross a year for children of FlexOne current account holders
AER earnings: Net income of $671 million, or $3.56 per share, for the fourth quarter of 2024 and $2.1 billion, or $10.79 per share, for the full year 2024. Adjusted net income of $624 million, or $3.31 per share, for the fourth quarter of 2024 and $2.3 billion, or $12.01 per share, for the full year 2024. New $1 billion share repurchase program announced. Quarterly dividend increased to $0.27 per share.
Hi, I moved from Vanguard FTSE All World index recently to Trading212 due to avoid the Vanguard charges. I decided to put my money into the Vanguard S&P 500 ETF (VAUG) It's only £5000, but I've lost just over £100 in the last 2 weeks due to the market being a bit of an arse. Should I continue making my regularly £500-£700 contributions onto the S&P 500 or stick it into the cash deposit on Trading212 which has a 4.80% AER? I am ok losing money, so long as it will bounce back. I plan to keep my money in the S&P500 for aroind 3-5 years for now and then see what my options are once my portfolio has grown.
I liquidated 35% of my S&P holdings last week with the same thought process and moved it into a 4.9% AER account while I consider the best way to allocate the funds. The market is overpriced and somewhat unstable, especially with Trump coming in. I may sell more, but I’m struggling to find good opportunities elsewhere. I'd like to think I've made the right decision - especially now I've acted on it. Let me know what action you take and good luck!
Like you said cvs has stores on every corner, however they plan closing 10% of their stores over the next 2.5 years. Most of the customers will just go to another nearby store but some will switch to online orders from Amazon or go to their local Walmart/costco. So their revenue will probably drop even more, admittedly their margins will probably increase since the closing stores aren’t as profitable. If you want cheap I’ll offer some recs that I’ve been looking at: Banking: $MFC 9 Forward PE and 4.84% dividend. $TD 9.5 forward PE and 5.3% dividend. $TFC I own already and has an 11 forward PE and 5.1% dividend. All three have been pretty beat up bc of the rate hikes and real estate issues, but all have solid financials and can make a good comeback. TFC is also unwinding their commercial real estate and making better investments. Consumer: ASO with a 7 PE and 1% dividend, LOW and HD with a 18 and 20 PE and 2.0/2.6% div. A couple random companies: EOG 10 PE and 3% div. AER that has a beautiful 5.8 PE and 1.1% dividend. Honorable mention to SBUX a higher 20 PE and 3% div
That actually makes a little sense; I us d to clean up of abandoned well sites and there’s a program called Orphan Well Fund, this is basically how it works: The AER allocates the Orphan Fund Levy to each oil and gas producer in Alberta based on their proportionate share of deemed industry liabilities as determined through the AER’s Licensee Liability Rating Program and the Oilfield Waste Liability Program. Industry should have to take care of itself, these costs would likely be reduced passed onto the consumer, but maybe it would help.
I don't think investing should be a gamble. The whole point in investing is that money sitting in your bank account loses value over time due to inflation. 30 years ago, $1000 in your bank would now be worth $500, being generous, a 3.9% AER savings account, you would now be at just under $2k. But if you invested £1000 (say in Coca Cola which would be a 530% return) you could be sitting with $6,300 minimum, this does not account for reinvested dividends. Treasury bonds are also good, (your return money would now be $3.3k) but they are outpaced by stocks in the long-run.
IDK, only up 240% on my AER. I bought it becase that is is cool ticker for a company the rents out airplanes.
The take away is buy aircraft leasing companies. Their contracts are going to re-rate favorably. $AL $AER.
I just need AER to go up $5 for a 1,700% bump on my calls :(
WHY IS AER DOWN 3% BEFORE OPEN?!?!??!? ​ Did anyone else play this earnings? They blew it out of the water but it's tanking! WTF!
AER will massively beat earnings like they always do. Premiums for this little small cap will moon.
Yolo LUNR or AER calls tomorrow?
AER earnings Friday pre market. Calls are free money.
Calls on which of the following? RIO AMD AER ELF CRM
So I stumbled across your post from searching AER on reddit and was curious to find this spot on post from 2ys ago. My post was a round about way of getting your latest take out of interest.. I actually work in the industry (not AER) and I hold long positions and although they're at ATH's I still have a lot of conviction. Great to see you do too. Main risk I see (repeat black swan event aside) is probably higher interest rates for longer, rolling over debt and putting pressure on their spread. However net net, I'm very comfortable holding 5 years +. Good luck 🙂
The GECAS acquisition was two years ago now, lol. But, the stock kinda got crushed by world events. The war in Russia caused them to take a loss on planes leased in the country, and then India tried to pull a similar trick when one of their airlines went bankrupt. The stock is currently at all time highs, but I am continuing to hold shares long term since the production issues ar BA combined with ATH aircraft demand is creating a very nice leasing opportunity for AER. Supply/demand strongly in their favor. I believe it'll keep going higher (much higher), but nothing you'd want to play with options. Buy and hold, reevaluate in 5 years.
Interesting. I still think Heico is the best name in the parts world, though priced accordingly. CR is an interesting player in aviation components, they just did a spinoff so it's a little more of a pure play. Aerlink is an interesting play on the leasing front. https://finviz.com/quote.ashx?t=AER They are a cash generating machine. I heard a DD on them recently, I'll see if I can dig it up.
Oh wow. I feel like HYSA should be much more globally known. What would be the difference between this & a savings account? I assume HYSA has better %AER? That's actually very valuable information, I appreciate it. Honestly it surprises me how much i genuinely don't know! Oversimplified explanations get me through tbh. Without people to dumb it down, I'll never really learn, I'll just understand a little of what's being said. S&P actually has been making the majority of sense So is ETF like SP500 on a lower scale? VT still is a little confusing since the term "ETF" is kinda a grey area for me. Could an ETF be like investing in a random group of Car companies instead of just ford, or Medical instead of Aspirin, Nicotine instead of the actual malborough company? sorry if i completely butchered the terms you set aside! I know they'll click eventually!
Okay, I did sorta get he was saying, But I appreciate you clarifying. When actually looking into the different forms of trading I can understand why its typically something to stay away from. What are examples of High Yield savings accounts? LIke one with a Good AER%? Sorry IThat term throws me off a little😭 Same with terms such as "VT" & "ETF" Could SP500 & "VT" be something similar? I am very new to this, It just confuses me tbh!
Trying to get to $30K initially. I sold a bunch of losers and rebalanced into winners a few weeks ago so now the winners are gonna take a cut. I'm thinking maybe $4K from AER, $4K from MSFT, $4K from CAMT, liquidate SPY at $8K, QQQ at $4K, BEP for $2K, IWF $4K.
I'm thinking maybe $4K from AER, $4K from MSFT, $4K from CAMT, liquidate SPY at $8K, QQQ at $4K, BEP for $2K, IWF $4K... that should be about it.
They're really not though, I just hold bigger positions. The bigger increases have been in things like MSFT, CAMT, AER, DAL, etc. Which is why I find it's good to have a healthy mix.
when the big one comes, yeah half the world is screwed https://en.wikipedia.org/wiki/Carrington_Event#Telegraphs >in June 2013, a joint venture from researchers at Lloyd's of London and Atmospheric and Environmental Research (AER) in the US used data from the Carrington Event to estimate the cost of a similar event in the present to the US alone at US$600 billion to $2.6 trillion (equivalent to $698 billion to $3.02 trillion in 2021[28]),[3] which, at the time, equated to roughly 3.6 to 15.5 per cent of annual GDP.
Go into finviz and run a screener modified to your choice. Here's one I've set up https://finviz.com/screener.ashx?v=141&f=cap_smallover,earningsdate_nextdays5,fa_epsqoq_o15,fa_epsyoy_pos,fa_epsyoy1_pos,fa_grossmargin_o20,fa_netmargin_pos,fa_sales5years_o5,fa_salesqoq_pos,sh_avgvol_o750,sh_curvol_o1000,ta_perf_52w10o,ta_rsi_nob50&ft=4&o=perfytd It will show you companies that meet my threshold of size, earning and trading volume that have earnings coming up in the next 5 days. Then go to Google and search 'company name earnings'. Google will auto populate at the top showing the last 4 earnings results and the date of the next earnings. You can see if their earnings are positive (green) and by how much, or negative. Then scroll down to EPS and it will show you the quarterly stock return. Geeeeeeeeeeenerally..... If a company is of large size, has had 4 positive earnings with further positive projected and 4 positive EPS in combo with good news then... You **MIGHT** be up for a winner. Buy the news sell the fact? Hmmmm I recently did this for skeeters, Visa and AER came out profits all way
Boring and probably wrong but if you’re worried about more downturn why not invest in bonds / Jsut general savings accounts ? I get 4.1 % AER. small but guranteef and instant access
This is exactly what I'm doing right now! I invested right at the height of the tech rally during covid and now the market is back to normal (SP500) i.e. where it was before the Nov 2021 steady crash, but my money hasn't gone back up cos I used an Active fund manager (big mistake). I'm actualyl sitting on a 50-70% loss right now overall and I've decided to sell everything and put what I have left into 5% AER bonds. The reason I'm doing that is because I was having suicidal thoughts and feelings due to what has happened, so I'm chalking it up to an expensive lesson (don't invest more than you can afford, and don't trust Active fund managers) and moving on. But I can't move on whilst I'm sitting looking at those red -50-70% numbers every day and being pterified they'll drop down even further. In the meantime I'm studying money mindset psychology because I invested out of desperation and fear rather than confidence and trust. My family have told me I'm making a huge mistake and it'll all go back up, but honestly I have no faith it will. The whole point of an Active Fund Manager is that they're supposed to make smart decisions and trade the market, otherwise it's just an EFT. They sat there and watched the markets fall and rise without trading the waves. I could have done a better job myself. I'm not blaming them because it was my mistake to trust them in the first place. It does feel horrible cashing in and realizing losses ngl, but it's also freeing after the initial crushing disappointment. I feel I can lave the past behind now and start again. I haven't done anything for 3 years because I've felt so restricted by these stocks and funds. Now I am planning a 2 month trip to California (I'm from the Europe) and investing whatever I can in acting, singing and dance lessons (my actual career) with a third of the money I have left that I'm not putting into 5% AER bonds. It is a loss, and most likely I'll try again when I have enough leftover disposable income that I don't mind losing, but there is no way I'm holding on and putting my life on hold for this anymore. No doubt the markets will shoot up as soon as I sell, because that seems to be a thing, but I no longer care. I'm done with these mind games and supremely negative energy. I am putting myself first for a change instead of these ridiculous numbers
AER going higher this summer. Highest rates of air travel since the pandemic ✈️
25-30 age group, UK based, low-mid income My disposable income goes to: 10% salary sacrifice 30% travel + fun budget 40% Interest account with +5% AER (cash to buy a property, not LISA as I'm not sure if I'll buy it in the UK). 20% stock market + crypto _______________________________________________ 50% - ETFs (S&P500, IUKD for divs, (new) BNKS to make money on the recent fear). 30% Cash (I just sold my MSFT, GOOGL, AMZN again for ~15% profits during the last run, keeping it for the next dip). Usually I keep 5-15% of cash 15% NIO, ATVI, WAF (high risk high reward) 5% BTC
**Should I invest in the stock market as a problem gambler?** I know this is only something I can answer myself really, but perhaps there are other people who found themselves in the same situation as me, and can offer some advice. I was a problem gambler since I was a teenager up until my early 30's. It consumed my entire life. I would spend hours upon hours every single day gambling. I now haven't had a single bet in over 2 years. Being gambling free, I have now started to build up a decent amount of savings and I want to hedge this against inflation. One solution would be to get into the real estate market but that would be too much of a hassle for me and includes too much bureaucracy. So I'm excluding that as an option. If I were sensible I could just put into and index fund, however, I have reservations about me being sensible. I believe that any loss would make me take my money and place it on individual stocks/shares to recoup the loss. Any profit will have me thinking why didn't I just pick the stocks/shares I like and gain even more profits. Either way I just don't think I could put it into an index fund and leave it. I could invest it in single stocks/shares but I know for a fact it would consume my life and I would be essentially gambling again. Therefore, I'm looking at putting my money into a 2-year fixed rate bond which would return 3.9% AER. Given my past as a gambler, would this community agree with my decision on the fixed rate bond? Thanks for taking the time to read and for any advice!
Started investing in December of 2020. YTD I’m up 31%. Before last year I moved most of my holdings into fertilizer, oil, and $AER. And was able to sell pretty close to the top. Recently I’ve bought into blue chip tech stocks like $msft and $meta $intc. Since they dropped so low. And put the rest into $SCHD and other dividend paying stocks $MO $DG $O $FRT. Still took allot of losses the last year -800$ on doge, -400 on Boeing,- 300 on $T
With the value of the pound going down, investing in some Irish companies may be wise. AER & RYAAR are companies I’m watching.
Ok, but when you say 'Hold physical" isn't that the same as me saying "buying spot?" Am i using wrong terminology? I did simulated trade and it shows USD/Yen in my account of the amount I bought. It shows a slight drop since I bought it an hour ago but that doesn't matter to me, I assume, since if I had sold a futures contract the price movements on my spot don't matter, if I hold to contract expiration, correct? Here is the screen I would buy on on IBKR. https://i.imgur.com/4AER3xK.png
Ok, I figured it was some stupid shit like that. James Poterba is a titan of economic research. He's been published in AER more than 30 times, has a triple digit H-index, and has more brain power in his left nutsack than you and your fifty closest relatives combined. There is no reason to cast aspersions on him, not are you qualified to do so.
AerCap Holdings (AER) Aircraft Leasing Company June 16 2023 47.5/50 Strangle ($14 or less) $3.1B worth of planes are currently in Russia. Russia has no intent to return those planes and are now rumored to be cannibalizing planes for parts to keep other planes running. AER filed an insurance claim for those planes. If the claim goes through, we're back in the 68-72 range, if the claim is denied and all the subsequent lawsuits finalized, back down to 28-32 range.
Aircraft Rental Ticker: AER
I bought AER calls right before EOD amd I have mever heard of them before in my life.
AER - company which lost 100 plains in Russia ! Stocks down …. Watching for purchase
Don't even need to do that, Chase pays 1.5% AER in the UK. ​ I'm bullish on cash, believe it or not. Has worked very well for me so far this year.
I was looking at AER on March 12 when the news broke about the planes being seized, the stock continued to go up until last week. Very confusing so I left it. Since then only down 10%? wtf is that?
I was looking at AER on March 12 when the news broke about the planes being seized, the stock continued to go up until last week. Very confusing so I left it. Since then only down 10%? wtf is that?
Is your AER play related to this [post](https://www.reddit.com/r/stocks/comments/tx9kf1/aercaps_aer_35b_loss_of_aircraft_to_russia_could/)?
I love how expensive AER is
Short on AER - aircraft leasing company. 20% are in Russia. Russia issued a law allowing airlines to nationalized foreign aircrafts under lease.
Russian aircraft are apparently owned by Aercap holdings (AER) and Sumitomo Group (SSUMY)
It already dropped once to $43 in the last two weeks. But all the Russian airlines do have time to return the aircrafts until 28th of march i think. If you want to find out which leasing company has the highest exposure, you should get the serial number of each plane and get the location and the owner. Otherwise you can gamble by buying puts on e.g. AER if you really think they won't return it. Side note: Russian bond holders have been paid back 100%, even though the market expected them to default, so at some point it seems the Russians are still respecting business contracts. I mean they haven't even turned off the gas pipeline to Europe, even though their stocks got delisted everywhere. I would love to buy Gazprom at that price tbh, easily 10x in 10 years .
I'm following AER since the news broke friday night but it hasn't moved in premarket today. Volume showing up of only 21 seems wrong so low. https://www.marketwatch.com/investing/stock/aer
AER but i assume you are way too late for that parry