Seeking Alpha
  • Tom Guttenberger
    DAL is a 5-10% appreciation in crude from operating in the red once again. Amazing how it is taking oil futures gains in stride.
    2/9/12
    Reply (3)
    • Tom Guttenberger: For a company so inundated in debt. I would expect much more sensitivity.
      2/9/12
    • Tom Guttenberger: Loan growth up, jobs improving, I don't see how inflation and crude doesn't follow.
      2/9/12
    • Tom Guttenberger: And they want to re-lever to make an acquisition...that is a good one. I am long puts.
      2/9/12