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Southwest AirlinesLUVBUYJan 09, 2018Stock price when the opinion was issued
As of Jun 18, 2026. Market Open.
Sure, there's a travel boom, but the airlines haven't fully benefit due to major unreliability problems. For example, LUV cancelled 16,000 flights over the holidays last year due to bad weather and technical issues. Just last week, technical problems led to nationwide delays. Pity, because LUV has long held a good reputation, and he likes Southwest.
It's the best-run American Airlines with the best routes. It's been beaten up, so pick up shares. FDA full approval of Pfizer's Covid vaccine will help.
Several airlines qualify for the reopening play, but LUV boasts a CEO is smart to nail down new routes now. American Airlines is great, too, but not its balance sheet. LUV also benefits from the oil patch getting better.
Very positive on airlines. He owns Delta instead. Southwest has always been one of the best run airline companies. Competition is limited with only 4 major airlines in the US, and they are very attractively priced. Thinks there is a place in your portfolio for one of these stocks.