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Latest  |  Highest rated
  • Delta Air Lines: Not Much Of A Bullish Call [View article]
    not sure what you mean by this statement. AAL, DAL, and UAL are the legacy airlines.
    Apr 1, 2015. 01:40 PM | Likes Like |Link to Comment
  • Delta Air Lines: Not Much Of A Bullish Call [View article]
    Those airlines haven't seeing stock prices rise any more than DAL.
    Apr 1, 2015. 01:40 PM | Likes Like |Link to Comment
  • Delta Air Lines: Not Much Of A Bullish Call [View article]
    The refinery didn't prevent a $2 billion hedging loss. Delta still has to purchase the oil/jet fuel and decide whether to pay market prices or hedge. Having the refinery has no apparent benefit or insight into the oil market. Per the slide, the refinery provides an $0.08 per gallon benefit to fuel during Q1. Hardly worth the effort of owning a refinery.
    Apr 1, 2015. 01:39 PM | 1 Like Like |Link to Comment
  • Delta Air Lines: Not Much Of A Bullish Call [View article]
    and yet, DAL keeps raking in profits and will hopefully repurchase shares on these selloffs. Currency and storms are natural issues faced by every airline. The fuel hedging is a different issue, but the key to the new airlines is that it reduced the amount of profits versus increasing the loss as in the past.
    Apr 1, 2015. 01:36 PM | Likes Like |Link to Comment
  • Delta Air Lines: Not Much Of A Bullish Call [View article]
    buy the dip
    Apr 1, 2015. 01:25 PM | Likes Like |Link to Comment
  • Delta Air Lines: Not Much Of A Bullish Call [View article]
    Definitely buy it today after another analyst call pushes the stock down 4% today. Still don't understand why investors follow analysts.
    Apr 1, 2015. 01:25 PM | Likes Like |Link to Comment
  • Sears Holdings: Don't Undervalue The REIT Plans [View article]
    ladbrandy,
    don't make the mistake of confusing the retail operations and the closed Kmarts in this deal.

    Everybody appears confused on the Sears real estate. The value in the real estate is that the market isn't valuing SHLD based on the actual value of the stock. The REIT is buying the real estate at fair market value. The potential opportunity in the REIT is to buy once it trades weak based on traders pushing it down due to a high concentration of SHLD as a customer.

    Of course, the key is the details on the stores. SHLD released the value today, but no details on the actual stores.
    Apr 1, 2015. 11:19 AM | Likes Like |Link to Comment
  • Sears Holdings: Don't Undervalue The REIT Plans [View article]
    MSF Investments,
    It would make sense if one got it at the value listed on the books of SHLD. Seritage will buy the real estate at fair value, but of course the key is in the details.
    Apr 1, 2015. 11:14 AM | Likes Like |Link to Comment
  • Sears Holdings: Don't Undervalue The REIT Plans [View article]
    The rent should be fair market, but the benefit is that SHLD wasn't trading based on the fair value of the real estate.
    Apr 1, 2015. 11:12 AM | Likes Like |Link to Comment
  • Why Is Home Depot Accelerating The Buyback Program? [View article]
    Typically such claims on a stock as large as HD has no basis. When you say execs are giving shareholders anything you clearly don't understand stock buybacks? Each shareholder now owns a larger portion of the company due to less shares outstanding. Go read up on Buffet regarding IBM.
    Mar 31, 2015. 11:53 PM | Likes Like |Link to Comment
  • Why Is Home Depot Accelerating The Buyback Program? [View article]
    wouldn't go that far... very difficult to manipulate a mega cap like HD. Besides, these guys won't have a job in a few years if they propped it up and it collapses.
    Mar 31, 2015. 11:51 PM | 1 Like Like |Link to Comment
  • Why Is Home Depot Accelerating The Buyback Program? [View article]
    robdog and Stan K.,
    similar to the bearish comment, how does the traffic compare to last year????
    Mar 31, 2015. 11:49 PM | Likes Like |Link to Comment
  • Apple: Big Opportunity To Create Value In Mobile Payments [View article]
    Hardog,
    It is possible that IBM disrupts how payments are made, but it most likely includes existing bank and credit accounts.
    Mar 31, 2015. 11:42 PM | Likes Like |Link to Comment
  • Apple: Big Opportunity To Create Value In Mobile Payments [View article]
    Plenty,
    Not sure why Apple would have to open a bank and own the credit cards. They most definitely don't want to take on that risk and face the capital issues of being a bank. The real money and margin is in the network.
    Mar 31, 2015. 11:41 PM | 2 Likes Like |Link to Comment
  • Apple: Big Opportunity To Create Value In Mobile Payments [View article]
    pk de,
    you are correct that Apay may increase the demand for Apple products, but I'm not sure somebody is going to by an Apple product just for that feature. The biggest problem being Google Pay likely duplicating Apple making it a non-benefit per phone. The big benefit is removing V and MA from the process.
    Mar 31, 2015. 11:38 PM | 1 Like Like |Link to Comment
COMMENTS STATS
6,756 Comments
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