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  • As Oil Retreats, 4 Airlines Begin To Save Considerably  [View article]
    Sounds like "drunk accounting"... Fuel is OpEx, settlement of mark-to-market gains/losses on hedge portfolio are booked below the operating line.
    Sep 7, 2012. 08:31 AM | Likes Like |Link to Comment
  • A123 Systems (AONE -7.6%) tumbles after two Senators join a Congressman in questioning the company's $450M investment from China's Wanxiang Group. The White House has tried to soothe concerns by stating none of A123's DOE funds will go to building overseas facilities. Yesterday, A123 fell on news a Fisker Karma sedan, which uses A123's batteries, had caught fire. Fisker replaced its CEO today.  [View news story]
    CFIUS rejection alert...
    Aug 14, 2012. 02:38 PM | Likes Like |Link to Comment
  • The Wanxiang Transaction Is Not Necessarily A Permanent Solution For A123's Problems  [View article]
    So, I repeat the natty question...

    What's the likelihood of CFIUS approval? (As others pointed out, in an election year.)
    Aug 14, 2012. 08:46 AM | Likes Like |Link to Comment
  • The Wanxiang Transaction Is Not Necessarily A Permanent Solution For A123's Problems  [View article]
    So, I repeat...

    What's the likelihood of CFIUS approval? (As others pointed out, in an election year.)
    Aug 14, 2012. 08:45 AM | Likes Like |Link to Comment
  • When (Not) To Sell A Winner: Our Reporter, Up 52% On Spirit Airlines, Takes You Through The Paces  [View article]
    The smart money already bailed.
    Aug 13, 2012. 10:06 AM | Likes Like |Link to Comment
  • The Wanxiang Transaction Is Not Necessarily A Permanent Solution For A123's Problems  [View article]
    So, I repeat...

    What's the likelihood of CFIUS approval? (As others pointed out, in an election year.)

    Yet another US developed technology usurped by the Chinese? (As others pointed out, in an election year.)
    Aug 11, 2012. 09:56 AM | Likes Like |Link to Comment
  • The Wanxiang Transaction Is Not Necessarily A Permanent Solution For A123's Problems  [View article]
    What's the likelihood of CFIUS approval? Yet another US developed technology usurped by the Chinese?
    Aug 10, 2012. 07:17 AM | Likes Like |Link to Comment
  • More on the Starbucks-Square tie-up (previous): According to academic Bill Maurer it would take a "big merchant" jumping into the mobile payments to break the mobile payment barrier of consumers who see little reason to change from a physical wallet to a virtual wallet. If the SBUX-Square deal hits full stride, shoppers at stores won't even if have to take out their phone to make a payment, much less actually sign a receipt. Did mobile payments just break the 4-minute mile?  [View news story]
    Legalized card-skimming takes hold.
    Aug 8, 2012. 07:55 AM | Likes Like |Link to Comment
  • As Oil Retreats, 4 Airlines Begin To Save Considerably  [View article]
    Never knew fuel was CAPEX....

    "If Delta can continue to reduce the cost of capital spending on such things as fuel...."

    Hint: It's not.
    May 24, 2012. 10:08 PM | Likes Like |Link to Comment
  • Commoditizing Airlines  [View article]
    "Spirit is at least honest about what they are selling."

    True, they're selling the option to pay far more than sticker price, often more than a full service airline. It's a dope's deal.
    May 15, 2012. 06:49 AM | Likes Like |Link to Comment
  • 3 Speculative Picks From The Airline Industry  [View article]
    While they may be in bankruptcy, American (AMR) is the third largest network carrier, a multiple of LCC's size, and serves far more domestic and international business markets. You are going to be booking them far more often than LCC (for now).

    "When you go to book a flight, odds are you're going to be looking at either Delta (DAL), United Continental (UAL) or US Airways (LCC)."
    May 13, 2012. 09:13 AM | Likes Like |Link to Comment
  • Republic's Shares Flying Too High On Frontier Sale  [View article]
    There is significant upside for RJET in relaxed scope and ability to use larger numbers of large regional aircraft to be negotiated at AMR, and the parallel effect that will have on United/Continental and Delta scope. RJET is sole regional operator of the E-Jets that fit exactly that relaxed scope environment.
    Feb 22, 2012. 11:20 AM | Likes Like |Link to Comment
  • 7 Airline Stocks Hedge Fund Managers Love  [View article]
    Why discriminate? That's essentially the entire industry.
    Dec 28, 2011. 06:36 PM | Likes Like |Link to Comment
  • Delta Will Hit $18 In 9 To 12 Months  [View article]
    Don't quit your day job (assuming you have one).
    Dec 21, 2011. 01:50 PM | Likes Like |Link to Comment
  • Will Boeing Make It Past This Turbulence?  [View article]
    The ramp-up in production rates and the battle for cut-rate orders illustrate an airframe bubble, with subsidized new entrants bearing IP "won" in counter-trade deals waiting in the wings to add to the glut. Many hundreds of "firm order" hulls will not be affordable by fast growing but equally rapidly money-losing mature and BRIC market carriers.
    Dec 1, 2011. 06:33 AM | Likes Like |Link to Comment
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