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Delta Air Lines: Strong tailwind from low oil prices (NYSE:DAL)

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This account is managed by Noah’s Arc Capital Management. Our goal is to provide Wall Street-level information for leading street investors. Our research focuses primarily on 20th century stocks (the old economy) undergoing a 21st century transformation, but occasionally we will also write about companies helping to transform 20th century firms. We look for business model innovations that will drive dramatic stock change. Associated with SA contributors Thomas Potter and Elijah Buell.

Analyst Disclosure: We do not/have any equity, option or similar derivative positions in any of the companies mentioned and do not intend to initiate such positions in the next 72 hours. I wrote this article myself and it expresses my own opinions. I receive no compensation for this (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Noah Cox (main account author) is the managing partner of Noah’s Arc Capital Management. His views in this article do not necessarily reflect those of the companies. Nothing in this note is intended as investment advice. It is for informational purposes only. Invest at your own risk.

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