Latest news with #AAL
Yahoo
11-05-2025
- Business
- Yahoo
American Airlines Group Inc. (AAL): Among Billionaire Glenn Russell Dubin's Stock Picks with Huge Upside Potential
We recently published a list of . In this article, we are going to take a look at where American Airlines Group Inc. (NASDAQ:AAL) stands against Billionaire Glenn Russell Dubin's other stock picks with huge upside potential. Glenn Russell Dubin is one of the industry's most experienced hedge fund managers, best known as the co-founder of Highbridge Capital Management, a multi-strategy investment business he founded with Henry Swieca in 1992. Before being bought by JPMorgan Chase in 2004, the firm quickly rose to prominence as one of Wall Street's most sophisticated hedge funds. As of March 2024, Highbridge Capital manages more than $7.1 billion in discretionary assets and has a focused exposure to growth industries. Dubin has long been involved in basic research and multi-asset investing through Highbridge and his private investment firm, Dubin & Company. His portfolio demonstrates a high-conviction strategy, with the top ten holdings accounting for more than 40% of reported 13F equities. Dubin's top stock picks frequently coincide with broader macroeconomic themes, such as monetary easing, capital market expansion, and industrial revival, making them excellent bets for long-term investors looking for asymmetric risk-reward ratios. The background for these investments is especially attractive. Financial markets rebounded strongly in 2024, with financial equities up more than 30% by the end of the year, owing to lower inflation, lower interest rates, and strong investor sentiment. Even if the United States' GDP growth is expected to fall from 2.7% in 2024 to 1.5% in 2025, hopes of Fed rate cuts and a more stable regulatory environment are keeping financial industry momentum alive. Meanwhile, growing corporate refinancing needs and record-high consumer debt are steering capital into private credit and asset-backed lending—areas where Highbridge has traditionally excelled. The industrial sector is also experiencing a significant revival, with a 26% increase in 2024 driven by demand for reshored manufacturing, clean energy buildout, and infrastructure construction. With only a quarter of the $1.9 trillion in planned North American infrastructure projects underway, there is still enormous growth potential. At the same time, reduced interest rates are expected to boost housing activity, and aerospace demand is expected to rise as airlines revamp their aged fleets. These macroeconomic drivers continue to provide appealing entry points for cyclical names with long-term upside. Tariff concerns have increased volatility in the equity markets, particularly in light of proposed higher tariffs on steel and aluminum imports. However, other investors see this as a temporary disruption that could eventually benefit domestic manufacturers and capital goods industries. In reality, leading market commentators argue that predictions of a fresh wave of trade protectionism are exaggerated, with underlying fundamentals remaining strong across major value industries. In that scenario, this may be a good time to follow experienced managers such as Glenn Dubin. As markets reset and valuations in banking and industrial stocks decline from their 2024 highs, the opportunity to purchase into structurally good companies at a discount is wide open. Highbridge Capital's recent bets indicate trust in sectors that are not only rebounding but evolving, and these top stock picks might provide considerable upside as the market rebalances in 2025. To compile a list of Billionaire Glenn Russell Dubin's 10 Stock Picks with Huge Upside Potential, we studied Greenlight Capital's Q4 2024 13F filings to identify billionaire Glenn Russell Dubin's stock picks with the most upside potential. We evaluated the firms in ascending order of upside potential. These stocks are also popular with elite hedge funds. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter's strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here). A passenger jet taking off, representing the company's commitment to air transportation services. Number of Hedge Fund Holders: 59 Upside Potential: 40.75% Through its extensive global network of partner gateways and major U.S. hubs, American Airlines Group Inc. (NASDAQ:AAL) provides air transportation services for both passengers and cargo. With operations in North America, Europe, Asia, and Latin America, the company has a fleet of 977 aircraft. While overcoming obstacles in the domestic market, it remains committed to modernizing its fleet and increasing its customer experience offerings. American Airlines Group Inc. (NASDAQ:AAL) made up 2.28% of Russell's whole portfolio at the end of Q4 2024. American Airlines Group Inc. (NASDAQ:AAL) reported $12.6 billion in revenue for the first quarter of 2025, a 0.2% decrease from the previous year. Falling short of consensus estimates, the firm reported a GAAP net loss of $473 million and an adjusted loss of $386 million, with an EPS of -$0.59. While unit expenses excluding fuel grew 7.8% year over year, revenue per available seat mile (RASM) increased 0.7%. The airline generated $1.7 billion in free cash flow and lowered overall debt by $1.2 billion, and ended the quarter with $10.8 billion in liquidity, despite disruptions from wildfires and an aircraft incident. Due to weak domestic demand and economic uncertainties, American Airlines Group Inc. (NASDAQ:AAL) withdrew its full-year guidance. Still, it expects Q2 2025 earnings per diluted share between $0.50 and $1.00, with a projected capacity increase of 2–4% year-over-year. International long-haul RASM increased significantly, with Pacific up 4.9% and Atlantic up 10.5%. In addition to launching client initiatives like free Wi-Fi for Advantage members beginning in 2026, the company is still improving its premium offering. To close the gap to pre-pandemic levels, the airline is focusing on recovering business travel revenue via indirect channels. With a strong recovery trajectory, ongoing operational improvements, and robust international demand, American Airlines Group Inc. (NASDAQ:AAL) stands out as a top pick for investors in 2025. Overall, AAL ranks 7th on our list of Billionaire Glenn Russell Dubin's stock picks with huge upside potential. While we acknowledge the potential of AAL, our conviction lies in the belief that certain AI stocks hold greater promise for delivering higher returns, and doing so within a shorter time frame. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for an AI stock that is more promising than AAL but that trades at less than 5 times its earnings, check out our report about this cheapest AI stock. READ NEXT: and . Disclosure: None. This article is originally published at . 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Vancouver Sun
06-05-2025
- Business
- Vancouver Sun
Canadians are bracing for more food inflation amid U.S. trade war: new report
Food prices remain top of mind for many, according to the second issue of the bi-annual Canadian Food Sentiment Index by Dalhousie University's Agri-Food Analytics Lab (AAL). Nearly 85 per cent of respondents reported that food prices have increased over the last 12 months. There was also a 'dramatic' shift of perception in where food inflation might be headed over the next year. In the face of trade-war uncertainty, more than one in four Canadians are bracing for double-digit inflation. Respondents expecting 'more than 10 per cent' inflation jumped from 18.6 per cent in fall 2024 to 28.5 per cent in spring 2025. Discover the best of B.C.'s recipes, restaurants and wine. By signing up you consent to receive the above newsletter from Postmedia Network Inc. A welcome email is on its way. If you don't see it, please check your junk folder. The next issue of West Coast Table will soon be in your inbox. Please try again Interested in more newsletters? Browse here. 'It's not surprising that food is still a very big concern, and I think that's important in itself because we have been focused on affordability of food for quite some time,' says Stacey Taylor, an assistant professor of business analytics at Cape Breton University and one of the report's authors. Based on responses from roughly 3,000 respondents across the country every six months, the Canadian Food Sentiment Index was inspired by Purdue University's Consumer Food Insights report on Americans. The index measures Canadians' perceptions and attitudes on issues ranging from food affordability to consumer trust. According to the Canadian Food Sentiment Index, people are most concerned about the rising cost of food, leading all categories, including housing, utilities and transportation. 'Six months ago, most people believed we were seeing the light at the end of the tunnel: 'It's almost over. Everything is going to return to normal.' But then, we surveyed people again in March and saw that, so, no. It's not going anywhere,' says Armağan Özbilge, another of the report's authors and an assistant professor in Dalhousie University's Faculty of Management . As long as the trade war continues, Özbilge expects worries to persist. And though we won't necessarily see a 10 per cent increase, some foods, such as fruit, will be 'significantly more expensive.' The pessimistic outlook shared by some Canadians is a valid one. Though food inflation stabilized in 2024, Sylvain Charlebois, senior director of the AAL and author of the report, predicts an increase. 'We're expecting things to get a little dicey for consumers this year compared to last year, but we're not going to go back to the 10 or 11 per cent that we saw a few years ago because of the illegal invasion of Ukraine.' In contrast to claims of greedflation and price gouging during 2023's affordability crisis, the Canadian Food Sentiment Index suggests that consumers' wariness of grocers may be in the rearview mirror. Trust in all food institutions increased from fall 2024 to spring 2025. Independent grocers experienced the largest gain, but confidence increased across the board, from major grocers and food manufacturers to farmers' market merchants and government agencies. They're not huge increases, highlights Taylor, but represent a positive shift. '(Trust) is going to be really important, especially now with what's going on with the trade wars and the continued inflation.' Faith in independent grocers, in particular, indicates that people are starting to think about where they're buying their food — not just what they're purchasing, says Charlebois. 'Independents have struggled the last little while. People are paying more attention to the smaller shops — the independently owned and the Canadian-owned shops — that are out there offering unique and innovative products.' Charlebois adds that getting in front of consumers can be challenging for food entrepreneurs. 'It's always tough to deal with larger grocers. If you have independents willing to give it a shot, that's good news for innovation. That's good news for variety and consumers.' According to the report, 10 per cent of respondents buy local foods more often than they did six months ago, which the authors attributed in part to the availability of spring produce as well as the 'Buy Canadian' movement. Nearly half (43.5 per cent) choose local foods always or often. 'People are seeking more Canadian food. More people are checking the origin of the items they're purchasing,' says Özbilge. Taylor adds: 'Never in my life have I seen such patriotism in Canada, and it's really coming through in all that we're doing. And so it's great to see, certainly, when people go to the grocery store and see that ' made in Canada ,' or '100 per cent Canadian-made' or whatever it may be. It focuses their attention on where their food is coming from, and I don't think that's ever a bad idea.' Affordability (42 per cent) remains the leading factor driving food purchases, followed by nutrition (25 per cent) and taste (18 per cent). Respondents are checking best-before dates more often, and on the sustainability front, recycling food packaging increased, and reducing food waste at home improved. 'Sustainability is getting back to people's minds as they're trying to shake off this monetary pressure,' says Özbilge. He notes that many people misunderstand best-before dates. They're an indicator of food quality — not food safety. 'When I see those trends, they're minimal, but I think they might be meaningful towards reducing waste.' The report suggests that spending on food service is increasing year-over-year (+3.8 per cent) while retail is decreasing (-0.58 per cent). Canada is a world leader in remote work , Charlebois underscores. Full-time employees spend nearly two days a week at home, according to the Global Survey of Working Arrangements . He sees the uptick in service as a sign that even when working remotely, there's a desire to go to coffee shops or restaurants to socialize, which could create opportunities for establishments in the suburbs versus downtown cores. Compared to fall 2024, more people are buying in bulk and opting for generic or store brands over brand-name products. The Canadian Food Sentiment Index also shows an increase in purchasing grass-fed beef and cage-free eggs. The popularity of the omnivorous diet (no specific restrictions) dropped, while others, including flexitarian (primarily plant-based with occasional consumption of animal products), paleo, vegan and keto, increased. Despite its emphasis on affordability and expectations of double-digit inflation, the Canadian Food Sentiment Index suggests many are taking a holistic view — not just focusing on pocketbook issues. 'I think this report indicates the end of the food inflation storm we've been in for the last few years,' says Charlebois. 'People are starting to think about what they're eating again instead of just trying to survive.' Our website is the place for the latest breaking news, exclusive scoops, longreads and provocative commentary. Please bookmark and sign up for our cookbook and recipe newsletter, Cook This, here .
Business Insider
05-05-2025
- Business
- Business Insider
American Airlines sues Chicago over United Airlines gates, Bloomberg says
American Airlines (AAL) sued Chicago in a fight with United Airlines (UAL) over valuable gat space at O'Hare International Airport, Robert Burnson and Mary Schlangenstein of Bloomberg reports. American Airlines claims United wants to push the company out so it can become the 'sole hub carrier' of the fourth-busiest airport in the world. Protect Your Portfolio Against Market Uncertainty Discover companies with rock-solid fundamentals in TipRanks' Smart Value Newsletter. Receive undervalued stocks, resilient to market uncertainty, delivered straight to your inbox.
Yahoo
02-05-2025
- Business
- Yahoo
American Airlines (AAL) Debuts New Business-Class Suites With Doors Amid Premium Cabin Shift
American Airlines (AAL, Financials) is phasing out long-haul first class in favor of a new generation of business-class suites featuring sliding privacy doors. The move signals the carrier's push to win over high-paying international travelers, starting with the launch of its Flagship Suites on Boeing 787-9 aircraft beginning June 5. Warning! GuruFocus has detected 3 Warning Sign with AAL. The rollout begins with a ChicagoLondon route, followed by PhiladelphiaLondon on August 6 and PhiladelphiaZurich on September 3. Each retrofitted 787-9 will house 51 of these upgraded business-class seats, a significant jump from the current 30. A roundtrip between Philadelphia and London in the new suite is currently listed at $5,342 on the airline's website. The seat redesign was first unveiled in September 2022 but was delayed due to supply chain issues affecting the entire industry. American is also preparing to retrofit its older 777-300ER aircraft and will adopt a smaller version of the suite for upcoming Airbus A321XLRs. The pivot reflects a broader industry trend as major U.S. carriers abandon traditional first class to cater to business travelers seeking privacy and comfort. Delta Air Lines (DAL, Financials), United Airlines (UAL, Financials), and JetBlue Airways (JBLU, Financials) have all introduced or announced similar high-end cabin experiences featuring sliding doors. Latam Airlines, based in Chile, recently launched its own business-class refresh as part of a $360 million investment. In addition to the new seating, American is expanding perks like free Wi-Fi for loyalty program members, aligning with similar offerings from Delta and United. With seat delivery timelines stretched by complex cabin upgrades, the competition for international premium passengers is intensifying. This article first appeared on GuruFocus. Sign in to access your portfolio
Yahoo
02-05-2025
- Business
- Yahoo
American Airlines is bringing private suites with sliding doors to fancy flying
Suite dreams are made of this: American Airlines (AAL) just debuted a redesigned aircraft that features private suites with sliding doors and chaise lounge-style seating as part of a broader push to elevate its premium international travel experience. The 'Flagship Suite' seats, introduced on American's latest Boeing (BA) 787-9 deliveries, represent a significant shift in the airline's long-haul strategy. With a focus on privacy, comfort, and luxury, the suites are part of American's plan to retire traditional international first class and compete more directly for premium travelers. This new 'premium-focused' design will also appear on any deliveries of Airbus (AIR) A321XLRs and retrofitted Boeing 777-300ERs, the airline said. The updated 787-9 cabin will have 51 'Flagship Suite' seats, replacing the current international business class configuration of 30 seats. Each suite is equipped with a sliding privacy door, more personal storage space, a wireless charging pad, and a chaise lounge-style seating option. Travelers booking the seats will receive access to a range of ground and inflight services including priority check-in, security, boarding, and baggage handling, as well as access to American's Flagship Lounge. In the air, passengers will be offered a multi-course meal curated to pair with premium wines, along with upgraded bedding and amenity kits featuring luxury skincare products. American's suites will enter regular service on June 5 with a flight from Chicago to London. Additional routes with the suite seats include Philadelphia to London starting on Aug. 6, Philadelphia to Zurich on Sept. 3, and Dallas Fort Worth to Brisbane, Australia, on Oct.26. On the airline's website, a roundtrip leaving Chicago for London on August 1 and returning August 8 in the Flagship business class costs $5,361. American plans to introduce a total of 30 of these redesigned 787-9s to its fleet by 2029. By the end of the decade, American aims to grow its lie-flat and 'premium economy' seating by 50%. In September 2022, American announced it would eliminate international first class on many aircraft and instead focus on a more luxurious business-class suite experience. The move was part of a broader industry trend where airlines are consolidating premium offerings into a single, more spacious and competitive business class — often with features that previously distinguished first class. The airline is positioning the Flagship Suite product as a direct competitor to Delta's Delta One Suite and JetBlue's Mint, both of which feature sliding doors and enhanced privacy. United Airlines (UAL) is also expected to introduce an updated premium cabin product in the near future. For the latest news, Facebook, Twitter and Instagram.
