저자: RickyGutierrez · 외국인
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항공주 급락 원인은 버크셔 해서웨이의 항공주 전량 매도 소식에 따른 패닉셀이며, 항공 업종 회복에는 수년이 걸릴 수 있으나 과매도 구간이라 장기 투자 기회가 될 수 있다는 주장. 결론: 버크셔 매도 소식으로 항공주가 급락했고 장기적으로는 회복 기회가 있다는 관점. [항공주 급락 원인] 버크셔 해서웨이의 항공주 매도 소식이 패닉셀을 유발했다고 진단. 워런 버핏의 투자 판단이 시장에서 큰 영향력을 가진다고 설명. 아메리칸 에어라인(AAL)은 당일 10% 이상 하락. [기술적 관점] AAL 주가는 180일 최고치 근처에 접근했다고 언급하며, 과매도가 곧 좋은 매수 기회를 뜻하지는 않는다고 경고. [장기 전망] 항공 업종 수요가 작년 수준으로 돌아가는 데 수년이 걸릴 수 있다고 봄. 회사 경영진과 CEO는 우량하며 이번 사태는 팬데믹이라는 예측 불가 사건이라는 입장. [언급 종목 및 방향] 미국 주요 항공주(유나이티드, 델타, 사우스웨스트, 아메리칸 에어라인)를 관심 종목으로 제시. 방향은 장기 상승 가능성 언급. 현재가 $9.55 기준 과거 $30 대비 약 200% 수익 가능성을 예시로 들었으나 단기 기대는 하지 않음. [리스크 및 조건] 즉시 투자할 필요는 없으며 관심 종목 리스트를 먼저 만들라고 권고. 항공 업계 회복 신호가 확인되면 점진적으로 투자하라는 조건부 접근. [출연자 전망] 항공 업계는 회복까지 시간이 걸리나 회복 여지는 충분하다는 낙관적 장기 전망.
다듬은 글
so did Warren Buffett and the Berkshire Hathaway team cause the airline industry to sell-off today because of their news of them selling all their positions and all their stock when it comes down to United Delta Southwest and of course American Airlines what's good on team is Ricky with technical solutions here with another video if you guys are new to the channel make sure you subscribe we are the largest YouTube channel in the world for those that day-trip in the stock market I really hope that you smash that like button and that you learn something new within today's video so to answer that very simple question did Warren Buffett V Berkshire Hathaway team cause the airline industry to select it in very simple words yes one of the things that we need to take into consideration is what Warren Buffett said and why so many people value his opinion one of the things that we can all of course agree on is most likely that Warren Buffett is probably one of the greatest investors in our generation so taking that into consideration it doesn't surprise me that as he shared his news of him selling his entire portfolio when it comes down to all the stocks he had invested in the airline industry people follow with panic selling so taking that into consideration one of the things that I thought that we can do within this video is there is no question that some industries take longer to recover than others but one of the things that we have to understand is that because of this panic selling and because of where the airline industry currently stands this is American Airlines ticker symbol AAL it's down over 10 percent today because of that unfortunate news right so taking that into consideration it's approaching 180-day highest and just because something is oversold in no way does that make it a good deal but for long-term investors this could potentially present us with an opportunity that again can really pay off in the future and one of the things I thought that we can do with in this video is although we do respect of course one of the greatest investors opinion of yeah the airline industry did take a big hit also taking into consideration what he shared that the overall management and the CEOs are four great companies it was just an unforeseen event of this overall pandemic that again took a big hit when it comes down to the overall airline misery so taking that into consideration I do agree it might take years for this overall airline industry to recover and to the same demand level of where they were last year but with that in mind there is no question that there is room for recovery so what I thought that we can do is we could share the top airline stocks that we all see valid and all I wanted to do is I wanted to share my watchlist I thought that as the airline industry continues to sell-off and if it continues this isn't a time where you have to feel forced to invest if you're not ready but it's to collect your thoughts build a watchlist of quality airline stocks that personally you see value in and of course just because I see value in something doesn't mean that you have to agree be empowered to be your own person but I think it's something that can definitely pay off in the future if you begin to build a watchlist of airline stocks that you want to invest in long term and that you see Valiant potentially recovering within the years that follow so taking that into consideration I just wanted to share the stocks that I have in my airline watchlist and see which ones out of the ones I share you personally see the most balance and don't even stop there there's a lot more Airlines of course that you can add to your watchlist that could potentially meet your criteria I just wanted to make sure that I do my part and remind you that when it comes down to this overall unfortunate news that the airline industry did take a big hit and of course some industries do take longer to recover all the news that was shared during the Berkshire Hathaway conference was not new news it just has to do with again a lot of people valuing Warren Buffett's opinion and causing the overall airline industry to take a big hit today which of course that presents us with a pretty good deal as the airline industry can slowly begin to recover so let me know in the comments section do you think that the airline industry will get worse before it gets better or as States slowly begin to reap open back up and as people potentially slowly begin to gain confidence to travel once again do you think that we can actually see a slow recovery and the overall airline industry and do you think it's worth it there is no question that right now based off of current price points even as an example for the overall airline industry based off of current price points at nine dollars and 55 according to where it was trading at $30 it offers a 200% return this is something that of course we do not expect to happen tomorrow or maybe even a year from now but with the idea in mind that again some industries did take a bigger hit than others and some industries do take longer to recover than others the recovery potential is definitely there now the simple question is what are you doing today that you feed yourself well thank you for all we have to do is you know simply collect your thoughts build our watchlist and maybe when the airline industry does begin to indicate signs of recovery you can gain be confident so slowly begin to invest in companies that you personally see value in again I really hope that I earned your thumbs up don't forget to stay connected and join our free Facebook group that's gonna be that first linked down below we have over 265 thousand members within our free day-trading Facebook group like ours team let's make sure that we in the year on agree now take it easy
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