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JetBlue ($JBLU, $14.58): New COVID Reality May Increase Competitive Advantage


Summary

The airline industry has suffered the most challenging period of its history. More challenges have arisen with the Delta variant, which may delay the already slow return of business travel.JetBlue has had a steep decline in share price lately as healthcare concerns continued. However, we think the airline’s current profile and route mix have several hidden upsides especially relative to the rest of the industry.Low-cost domestic carriers with exposure to short-haul international routes ...

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