Seeking Alpha
  • Blackjack777
    Short UAL (all airlines) - Oil prices to remain high w/Mid-East politics, traffic in recently added routes falling off, Asia tightening
    1/1/12
    Reply (8)
    • Hillbilly Stock Star: Oil spike could blow out airline hedges, be careful, no current positions.
      1/2/12
    • Hillbilly Stock Star: Top end hedges look to be $114-120 ish.
      1/2/12
    • Blackjack777: HB- Thx, keeping an eye out for a stop. Waiting to see what happens with more trading volume.
      1/2/12
    • Hillbilly Stock Star: If you get a chance look at oil companies hedging book most list somewhere on web-site or co presentations.
      1/2/12
    • Hillbilly Stock Star: Or you can call their Investor Relations to clarify, I call several IR's to get clues or for questions.
      1/2/12
    • Hillbilly Stock Star: Usually if no one anwsers the phone, not a good sign imo.
      1/2/12
    • Blackjack777: Information is king. You take your research to a higher level and look at the questions from different angles. Good to know.
      1/2/12
    • Hillbilly Stock Star: PAA, OKS,......just my opinion, I like to talk to Investor Relations if I have an overweight position.
      1/2/12