CashTags: DAL Consumer Sentiment Souring

LikeFolio’s Andy Swan joins CashTags to discuss Delta Airlines (DAL), showing a surprise reversal in their sentiment data for the sector. He’s becoming less bullish on the name due to this cooling trend and high valuation. However, he calls the company extremely well-run. January is also historically a down time for the travel industry.

08 Jan 2025

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