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Monday, December 30, 2013

James Dinan on CNBC Part 4

Jamie Dinan of York Capital was on CNBC discussing his bullish view on the airline market.  Most of the airlines still trade at something like 5x EBITDA which he thinks is too low.  Post bankruptcy the companies have learned to make money at $95 oil and he thinks the sector looks attractive going forward. He thinks its a continuing show-me story as they execute and the multiple slowly expands:

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