DeltaDelta ( DAL) has been disciplined with its capacity, which is helping the company hold onto more of its earnings, Syth said. She considers Delta a buy because the company has plans to fix its weak balance sheet. Delta has $13.5 billion in adjusted net debt, which includes debt and plane leases, and it plans to cut that number by $3.5 billion to $10 billion in 2013. Syth is expecting the company to have $1.20 in earnings per share this year and $2.05 for 2012. Delta's operating revenue in the September quarter rose 10% from a year earlier to $866 million. The airliner's passenger revenue was also up 10% to $793 million. Shares of Delta are down more than 35% year to date.