Burkey

Airline Economics, United Earnings Edition

Capacity cut AHEAD of demand means price increases
Oil going to $60 means bigger bottom line

UAUA going up is a turnaround play....

Airline Economics, United Earnings Edition

UAUA is looking ahead, oil down 50% and expected to be at $60 or less....Airlines will turnaround to a profit. Also, capacity is cut AHEAD of demand, this means price increases, which also adds to bottom line. Plus, those new fees, it will add $500 mil to bottom line in 2009.

The safety net effect: $3 Bil in cash or equivalents, etc etc

These and others valuate UAUA to be higher than where it is now....

Why Airline Stocks Are So Often Bad Investments

Dude, have you been watching the price of oil? It's near $100 and will crumble to $80 or below....do you think that the airlines will be at current price levels when oil crashes to these levels?

Your article is myopic because it only includes your long term investment option, we intermediate investors seeing the airlines do a turnaround and it's synching with the oil crash.

I'm in on airlines for this turnaround and will short it once it's finished.