Airline industry laggards hold the most upside ahead of a busy summer for U.S. carriers, CNBC "Fast Money" trader Tim Seymour said Monday.
A record 222 million people are expected to fly U.S. airlines in June through August, according to trade group Airlines for America. Shares of American Airlines stand to benefit from the heavy traffic, especially because they have dropped nearly 9 percent this year, Seymour said.
"I think American is the place to play. It's totally lagged," he said.
Trader Pete Najarian looked for another sluggish airline stock to gain traction. Delta Air Lines shares have slipped more than 3 percent this year, but hold "plenty of upside" moving forward, he said.
The stock closed nearly 1 percent higher, above $47 per share, on Monday.
JetBlue—a stock that surged as American and Delta struggled—could still climb much higher, said trader Guy Adami. It rose nearly 2 percent, above $21 per share, on Monday to bring its year-to-date gains to more than 37 percent.
"I still think it goes higher," Adami said.
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Trader Karen Finerman looked to rental cars, another play on expectations for more travel this summer. Hertz, specifically, looks enticing as it starts to increase prices, she said.
The stock climbed more than half a percent Monday.
Tim Seymour is long AAPL, T, BAC, BX, C, DAL, DIS, F, GE, GM, GOOGL, INTC, SUNE and TUR. Tim's firm is long BABA, BIDU, MCD, NKE, NOK, SBUX, WB and YHOO.
Long AMAT, AAPL, BABA, BAC, BMY, BP, CSX, DD, DISCA, FOXA, GE, KKR, KO, LLY, MBLY, MRK, MT, PEP and PFE. He is long calls AA, AAL, BBY, CBS, COP, CSX, DB, EJ, F, FL, GE, GS, HSBC, HZNP, IMAX, KO, KSS, LEN, MAC, MYL, NEE, NTAP, NUAN, OC, PFE, SYY, TEVA, TSX, UAL, UUP, VALE, VMW, VZ, XLF, XOM and ZIOP.
Karen is long BABA, BAC, C, FINL, FL, GOOG, GOOGL, JPM, M, KORS and SEDG. She is short SPY. Her firm is long ANTM, AAPL, BAC, C, DIS, FBT, FINL, FL, GLNG, GOOG, GOOGL, GPS, IBB, JPM, M, KORS, SEDG, SUNE, URI and XBI. Her firm is short IWM, SPY and MDY. Karen Finerman is on the board of GrafTech International.
Guy Adami is long CELG, EXAS and INTC. Guy Adami's wife, Linda Snow, works at Merck.