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Delta (DAL)

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Instablog posts on DAL

  • JAL and Open Skies Between Japan & U.S. - Key Issues and Implications by Vaughn Cordle
    JAL and Open Skies Between Japan and U.S. - Key Issues and Implications The US-Japan deal under negotiations is being designed so that it will only come into effect after the Japanese receive ATI with their US partnersATI with the Japanese carriers is seen as parallel to AA-BA (Despite delay... More »
    November 13, 2009 UAUA, LCC, CAL
  • JAL and the High Stake Game with AMR and DAL by Vaughn Cordle
    AMR's reply to Virgin highlights WHY they are so desperate to hang onto JAL.  If JAL goes with DL/AF, the new grouping, when combine with UAL/ANA/CAL, will control 60% of the US-Japan market, which leaves oneworld with just 6%. Given the change in seat market share – based on... More »
    November 13, 2009 UAUA, DAL, AMR
  • The Pilot Story You Won’t See on TV Tonight- by Robert Herbst
    Today, like most every day, just over 44,000 of the world's most experienced airline pilots employed by the 9 largest airlines in the United States will accept full responsibility for over 1.5 million lives sitting behind their locked cockpit doors. Over the next 24 hours, these unnoticed... More »
    October 30, 2009 AMR, DAL, CAL
  • Vanguard Cools Hot Fund by Don Dion
    Vanguard has closed its Capital Value Fund (VCVLX) to new investors, after top holdings like Wells Fargo (WFC) and Qualcomm (QCOM) put the fund at risk for overheating. The move to close the fund to new investors is in part to shield existing investors, Vanguard notes. The influx of more than... More »
    October 15, 2009 WFC, QCOM, DAL
  • US Airway flying sky high by John Sky
    U.S. Airway Flying Sky High One of the most impressive sectors in the Last 20 days has been Industrial sector, and more impressive the sub-sector of Airlines. One stock in particular that sticks out is US Airways (NYSE : LCC)  which is up more than 70% in the last 20 days.  In the... More »
    September 22, 2009 LCC, LUV, DAL
  • Will the Takeoff in Airlines Continue? by Moby Waller
    The Airline Sector has been on a roll recently.  Today in fact the AMEX Airline Index (XAL) gained about 1.8%, while the S&P 500 Index (SPX) was down around 0.3%.  This group has long been disliked on a fundamental basis due to their low profit margins, poor balance sheets, and... More »
    September 17, 2009 FAA, SPY, SPX
  • Vanguard Mutual Fund a Star by Don Dion
    Within the broad arsenal of Vanguard products, one successful fund has truly set the stage for growth in the 2009 market environment. The Vanguard Capital Value Fund (VCVLX) is the firm's top product with a year-to-date growth rate of 54.40%. VCVLX's closest competition includes …READ MORE More »
    August 13, 2009 WFC, BAC, DAL
  • Some Nearly Bankrupt Airlines Look Like A Good Short by David White
    Last year, when the Swine Flu first hit, Joe Biden advised staying away from crowded public places as much as possible. He was later asked to correct himself because others realized his words would hurt businesses. Those words are about to come home to roost. The fall, flu season, is almost upon... More »
    August 7, 2009 CAL, UAUA, AMR
  • A gaggle of analysts by Deviant Alpha
     Recently I had a data itch to find out generally how many analysts attend a earnings coneference calls? What does the distribution looks like? Which are the stocks that have the most analysts covering them? Thanks to Seeking Alpha's transcripts on open web, the data was out there and... More »
    July 30, 2009 URBN, BRCM, ANF
  • A Trio Of Twisted Numbers… And How To Get Beyond The Fluff by Smart Profits Report
    by Marc Lichtenfeld, Senior Analyst, Smart Profits Report Dear Smart Profits Report Reader, I want to expand on my colleague Martin Denholm’s excellent piece yesterday about the spin on Caterpillar’s (NYSE: CAT) earnings. As Martin mentioned, don’t take a company’s... More »
    July 27, 2009 DAL, SBUX, YHOO

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