What is driving traffic at Mexico's airports?
We believe a potential FAA grounding and suspension of deliveries would pose the greatest risk to Southwest.
The low-cost carrier cut its first-quarter revenue forecast.
We think 3D Systems and Stratasys are both fairly valued.
We are maintaining our no-moat ratings and lowering our fair value estimates for 3D Systems and Stratasys.
The airliner looks poised to reignite margin expansion heading into 2019.
We're not changing our fair value estimate after management rolled back capacity expansion for the coming quarter and raised projections for other revenue.
Although we've raised our estimates, the carriers still look fairly valued.
Some sources of moats are more potent than others.