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Castle Point a Seller As Buffett Courted Combs (BRK.A, SCHW, MA, WU, AER, STT, MBFI, CIT, USB, RNR, CB, BRK.B)

Posted by Jason Smith at 3:25PM on November 23rd

The spotlight shone on Castle Point Capital manager Todd Combs in October, after Berkshire Hathaway (BRK.A, BRK.B) announced that he would take control of a “significant portion” of the insurance holding company’s massive investment portfolio. A look at recent regulatory filings…

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Dry Bulk Shares Still ‘Cheapest’ Around (DRYS, DSX, PRGN, WLFC, AER, AYR)

Posted by Jason Smith at 3:11PM on July 13th

The price to earnings ratio is among the most closely watched, yet hotly debated financial ratios used when performing fundamental analysis on equity investments. The ratio, which when divided out results in a stock’s “P/E multiple,” is a means of…

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Investors Finding Big Gains With Low P/E Multiples (SB, EXM, DRYS, FLY, AER, AYR, VRS, KAI, BZ)

Posted by Jason Smith at 1:49PM on April 21st

It’s been a strong month for the equity markets, and a number of the Street’s “cheapest” sectors relative to earnings are outperforming by notable margins.

As of this writing, six of the seven cheapest tickerspy Indexes by average P/E ratio are sporting…

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A Peripheral Play On The Airline Rally (AYR, GLS, AER, FLY)

Posted by Jason Smith at 12:11PM on March 11th

Select airline stocks have taken off over the last month, some surging by 20% or more as optimism for a sector recovery grows. While many investors have found profits buying the carriers themselves, some others are cashing in on a…

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Bulls In Charge Ahead of Important Economic Data

Posted by Jim Ambrosio at 4:49PM on February 24th

Stocks rebounded from yesterday’s losses with a strong day, helped by reassurances from Fed Chief Ben Bernanke that interest rates will remain low. Retailers, meanwhile, had another solid day on the earnings front. The rest of the week will feature…

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Genesis Set to Launch on M&A News

Posted by Owen Vater at 9:44AM on September 15th

It looks like the airplane leasing sector could be the next to see consolidation.

Small-cap airplane leasing company Genesis Lease (GLS) said that it is in talks about a merger or acquisition, according to the Associated Press. According to the report, Airfinance…

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Airplane Leasing Stocks Fly On Earnings

Posted by Owen Vater at 1:08PM on August 7th

Aircastle (AYR) soared after beating estimates to cap off airplane leasing earnings season.

Stamford, Connecticut-based Aircastle reported its earnings this morning, topping expectations for earnings per share and revenue. Adjusted net income for the second quarter was $26.9 million or 34 cents…

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Two Airplane Leasing Stocks Take Off, One Descends

Posted by Max Magee at 1:59PM on May 7th

Airplane leasing stocks were mixed on Thursday after three companies reported earnings.

Earnings news sent airplane leasing companies in different directions today, with two of three to report moving ahead. The industry has rallied over the last month on hopes of…

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