United Continental Cleared For Takeoff [View article]
Was Alaska (ALK) included in your analysis of the industry? No labor issues, much higher margins and a stronger balance sheet than UAL and others. Not to mention that its consistently adding capacity while bigger players are cutting (and still continues to maintain record high load factors). Seems like this mid-cap stock is consistently left out of overall discussions of the airline industry- and that's unfortunate because it's still reasonably valued and has upside.
Caribou Coffee: A Growth Stock Putting Up Results [View article]
Of course, it depends on personal preference. I'm a fan of both.
Apparently, Caribou was rated the #1 Ethiopian coffee by Consumer Reports in 2011. According to Coffee Review, Caribou gets a 92 rating compared to Starbucks' 87.
Why Airline Stocks Won't Fly: Part 1 [View article]
Hi Colin,
Thanks for the article, as well as link to mine on ALK! Like I mentioned in my piece, ALK is a clear leader in customer service- something that the other airlines take for granted, as you note.
I agree that the airline industry is generally one to avoid (variable fuel costs, tough margins, heavy competition, unions). However, I strongly believe that Alaska is trading well below it's fair value- especially when compared to the rest of the industry. It's forward P/E is 6.80...much cheaper than the bigger players. It has the industry's highest margins, return on invested capital...and has consistently added capacity throughout the past decade. While other airlines are barely profitable, Alaska has found ways to become even stronger these past few years- and I expect that to continue. Alaska is a value play, but the company should also outpace the industry in terms of bottom line growth.
United Continental Cleared For Takeoff [View article]
B&G Foods: Smaller, Maybe Better Alternative To Food Industry Large-Caps [View article]
Caribou Coffee: A Growth Stock Putting Up Results [View article]
Apparently, Caribou was rated the #1 Ethiopian coffee by Consumer Reports in 2011. According to Coffee Review, Caribou gets a 92 rating compared to Starbucks' 87.
Link: http://bit.ly/ooTUVl
Why Airline Stocks Won't Fly: Part 1 [View article]
Thanks for the article, as well as link to mine on ALK! Like I mentioned in my piece, ALK is a clear leader in customer service- something that the other airlines take for granted, as you note.
I agree that the airline industry is generally one to avoid (variable fuel costs, tough margins, heavy competition, unions). However, I strongly believe that Alaska is trading well below it's fair value- especially when compared to the rest of the industry. It's forward P/E is 6.80...much cheaper than the bigger players. It has the industry's highest margins, return on invested capital...and has consistently added capacity throughout the past decade. While other airlines are barely profitable, Alaska has found ways to become even stronger these past few years- and I expect that to continue. Alaska is a value play, but the company should also outpace the industry in terms of bottom line growth.