Out Fox The $treet

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 Delta released disappointing August traffic numbers. Stock remains a strong buy. The original investment thesis anticipated hiccups from Russia and Ebola. Delta Air Lines (NYSE: DAL ) plunged on Wednesday following the release of traffic and operational numbers for August. While the numbers were at the low-end of previous guidance, the market should've already adjusted for an expected impact from the ongoing hostilities in Ukraine and the Ebola outbreak in Africa. With the expected headwinds and a stock trading sideways during the strong summer travel season, the sell-off suggests the market over reacted. Read the full update here . Disclosure: No positions mentioned. Please review the disclaimer page for more details. 

Summary Marin forecasts exceeding Q2 guidance, and the sales chief departs. Revenue growth confirms original investment thesis. Marin should continue growing at a solid clip due to the increasing complexity of managing digital ad spend. After the close, Marin Software ( MRIN ) announced that Q2 '14 revenue would reach $23.6 million. In addition, the company reported that the Chief Revenue Officer or more specifically the leader of the sales organization was departing the company. The news appears somewhat mixed for the SaaS company that provides a revenue acquisition platform for advertisers and agencies. The stock continues to trade virtually flat since my initial recommendation last October. Read the full update at Seeking Alpha. Disclosure: Long MRIN. Please review the disclaimer page for more details.