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Alex Filonov » Comments » AMR

  • Eight Industries That Will Lag Behind Economic Recovery [View article]
    I'd like to know how can we get out of crisis without consumer spending, i.e. retail?
    Jul 17 18:23 pm |Rating: +1 -2 |Link to Comment
  • Time to Short Airlines as OPEC Cuts Crude Output [View article]
    It's almost always good time to short airlines. No matter which way oil is going. Especially when they are up without good reason. As a good reason I perceive profits, not some moves in oil prices. There is only one consistently profitable airline in this country, Southwest. Airtran might be close. All others are going into bankruptcy once in 7-10 years, i.e. good short candidates.
    Oct 28 13:36 pm |Rating: 0 0 |Link to Comment
  • Why Airline Stocks Are So Often Bad Investments [View article]
    There is also psychology problem: airlines are mostly created and run by enthusiasts. And there are way too many enthusiasts in aviation. Industry lacks real business discipline as a result. There are some exceptions, like Southwest, but they might be enthusiasts with good business sense.
    Sep 04 18:22 pm |Rating: 0 0 |Link to Comment
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