Colin Scarola is a vice president of equity research at CFRA. His responsibilities include fundamental research and recommending investments within the industrials sector, with emphasis on the aerospace & defense, airlines, logistics, and transportation industries. Before joining CFRA in 2018, Mr. Scarola spent three years as an investment analyst in real estate private equity with Pennybacker Capital in Austin, Texas. He initially transitioned into the investment field following four years as a mechanical engineer within the aerospace and building automation industries.
Despite capacity constraints and surging inflation, particularly in fuel prices, U.S. airlines recently reported that their earnings recoveries have accelerated in Q2, notes analyst Colin Scarola in CFRA Research's flagship newsletter, The Outlook.
The year-over-year inflation rate first crept above 6% in October 2021 and has not come down since; yet, key demand drivers for FedEx Corporation (FDX) and United Parcel Service (UPS) continue to grow strongly, argues equity analyst Colin Scarola in CFRA Research's flagship newsletter, The Outlook.
Oil prices spiked in the first half of 2011, which, like 2022, was the second year of an economic recovery. This is reminiscent of what we are seeing now. Back in 2011, airline stocks tanked as oil prices spiked up, just as they are now, observes analyst Colin Scarola in CFRA Research's flagship newsletter, The Outlook.
CFRA Research is a leading independent research firm; it uses a differentiated proprietary methodology that blends forensic accounting and fundamental equity research. In its flagship newsletter, The Outlook, analyst Colin Scarola reviews two airline stocks that continue to warrant buy ratings.