The airline industry has been one of the hardest hit by this summer’s run-up in crude oil prices.

British Airways (LON:BAY) CEO Willie Walsh says it’s “the worst trading environment the industry has ever faced.”

But crude oil’s retreat from its early-July peak has led investors back into the industry, says Martin Denholm in The Smart Profits Report.

And Martin’s colleague Marc Lichtenfeld has given potential investors two stocks to watch should the uptrend continue. Here’s more from Martin…

It can often be quite a lonely place and the investment crowd may call you all kinds of derogatory names – but when it comes to stock picking, nothing beats the feeling of striking out on your own, going against conventional wisdom and being proved correct.