ULCC - Economic Recovery Stocks For A Turnaround

• The COVID delta variant has caused a slowdown in the August/September forward bookings for airlines and online travel agencies (OTAs).
• However, the combined total of vaccinated individuals (one dose) + survivors (with antibodies) + unreported infections (est. 5%) is now over 75% of the US population.
• A list of companies is presented below which are economically sensitive to the leisure and travel industry. All boast one-year analyst estimates far above today's prices.
• Long-term investors need to "look beyond" the current sector demise towards economic conditions evolving for Q1-2022. The vaccination and employment statistics give hints of where we are heading.
• The hospitality sector is again approaching maximum pessimism.

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