Out Fox The $treet

  Hawaiian Holdings predicts a robust return of international traffic this summer. The travel sector is expected to benefit from "bucket list" trips here soon, as travelers have been trapped to domestic trips for two years. The stock is cheap with Hawaiian holding a $2 to $3 EPS potential in the near term. Looking for more investing ideas like this one? Get them exclusively at Out Fox The Street.  Learn More » The airline stocks are trading at yearly lows despite signs the sector is headed to a fabulous 2022 following an initial slow start to the year.  Hawaiian Holdings  ( HA ) appears finally set to benefit from international travel returning to the islands after a period of very strict quarantine policies in Hawaii. My  investment thesis  is very Bullish on the airline trading near the COVID-19 lows. Read the full article on Seeking Alpha.  Disclosure: No position mentioned. Please review the disclaimer page for more details....

Summary Hawaiian Airlines reported September traffic numbers. The stock remains a strong buy. Improved operations were anticipated from moderating capacity growth. Hawaiian Airlines (NASDAQ: HA ) reported more outstanding traffic statistics for September. The solid numbers don't explain why the stock was especially weak during the month and shows the disconnect between the fears in the market and the overall improving fundamentals for the airline sector. After peaking over $16 in early June, the stock now trades near $13. Read the full update at Seeking Alpha. Disclosure: Long HA. Please review the disclaimer page for more details. 

Summary Hawaiian Holdings reported Q2 '14 earnings. Earnings confirm original thesis that cost savings would drive earnings higher. The improved earnings were anticipated to drive the stock to $13.50 and now much higher.          Read the full article at Seeking Alpha.  Disclosure: No positions mentioned. Please review the disclaimer page for more details. 

Small-Cap Insight Historically, the airlines have been horrible operators and Hawaiian Holdings ( HA ) probably topped the list. In reality, the issue in paradise might have been a prime example of the industry issue times two. For a long time, it was cool to own an airline and probably double so to fly to the beautiful Hawaiian Islands. Even today in the midst of a dramatic turnaround, the airline lists receding industry capacity in Hawaii as a major benefit. The opposite was probably true of fellow West Coast competitor Alaska Air Group ( ALK ) that historically has the better operations. Did the lack of desire to fly to the cold confines of Alaska provide a natural competition eliminator that provided a significant advantage over any management skill? Read the full article at Seeking Alpha. Disclosure: No positions mentioned. Please review the disclaimer page for more details.