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dtv999
14 Comments
Short Treasuries? Never A Better Time
Treasuries and the U.S. Dollar: Twin Bubbles
Pair Trading the Friendly Skies
The Long Case for Gushan Environmental Energy
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Airline CEOs: Time to Hedge Your Fuel Costs
Long HA (short term)
Another Strategy Bites the Dust
Long DGP.
iShares ETF Tracking Error: Risks and Explanations
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Buy the Rumors, Sell the Facts
Why Airline Stocks Are So Often Bad Investments
One example,:UAUA will likely file for bankruptcy again in the next couple of years. They've been there twice already after 9/11 and with the current management they are likely to go that route again. Unfortunately, airlines in bankruptcies seem to keep flying as if nothing happened (who gave Frontier their money and why?) which puts more pressure on the surviving carriers. Even LUV might feel more pressure soon. They are famous for never laying off a single employee which could be a problem if travel demand falls off a cliff.
Of course, if oil drops below say, $70 airline stocks might be the trade of the year but I wouldn't bet on that.
When Crude Drops, AMR Will Fly
AMR is in a more difficult position than the others because they didn't go Ch11 after 9/11 and are still carrying the old debt. On top of that, they wont' be able to get any more concessions from the unions this time. So unless the author is talking about a short term trade, I wouldn't bet my
money on AMR.
The entire airline industry is a big mess perhaps with the exception of LUV. Interestingly, if oil drops too much LUV will be the one in trouble because of too much hedging and higher labor costs .
ArthroCare's Accounting Truths May Be Hard to Swallow
www.rdocs.com/wb_compa...
William Blair & Company, L.L.C. has received compensation for investment banking services from the company within the past 12 months, or expects to receive or intends to seek compensation for investment banking services in the next 3 months from the company.
Also, a Sr VP just unloaded $250K worth of shares a couple days ago.
Sherwin Williams: Another Solid Year, Laughingly Undervalued