Sabre, I think you just lost a little creedibility with that comment about TOL wasting to nothing while VBA fly to record highs. You just cant compare management.
TOL have a history of creating shareholder wealth (obviously been hit like the rest of the market over the past 12 months), and in fact will continue to generate increasing EPS growth while VBA may in fact struggle in the short term.
We all know airlines are not to be invested in for the long term. Only to be traded as they simply do not consistently build wealth.
Look at QAN. Arguably the most profitable airline in the world. You will find that the stock just does not consistently grow.
VBA Price at posting:
36.7¢ Sentiment: ST Buy Disclosure: Held