Burkett Huey joins The Watch List to examine the travel sector. Despite rising concerns of the COVID-19 Omicron variant, there is plenty of pent-up demand for consumer travel going into the holiday season. Concerning airlines specifically, while leisure travel demand persisted over the summer, business travel has remained stilted. However, Huey sees business travel returning within the next year and believes Delta Airlines (DAL) will be a beneficiary. He also likes Southwest Airlines (LUV), which is well positioned to continue to benefit from leisure travel.
The Watch List
02 Dec 2021
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