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Pony01

Pony01
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  • Alibaba: The Breakout IPO Of 2014 [View article]
    This is a safe plan. Note, YHOO will do well in the short run giving cash back to their stockholders from the windfall BABA IPO. In the long term, I don't see where Marissa Mayers is taking the company and don't see the leadership required to succeed in the competitive tech arena. They are succeeding on past decisions (buying BABA and YHOO Japan). They are not as impressive currently although some recent acquisitions are interesting.
    Sep 11 10:56 AM | Likes Like |Link to Comment
  • Alibaba: The Breakout IPO Of 2014 [View article]
    Straight, unbiased analysis. Write more!
    Sep 3 09:15 AM | 1 Like Like |Link to Comment
  • Zacks' Bear Of The Day: Yahoo [View article]
    Yahoo owns 23% of Alibaba. Alibaba's valuation will be considerable. Yahoo will be selling only a percentage of Alibaba's stock keeping the rest as the Alibaba value rises after it goes public. Only a person with ulterior motives can't see Yahoo's value in the short run.
    Aug 29 07:22 PM | 1 Like Like |Link to Comment
  • Delta Air Lines: Targeting Operational Efficiency [View article]
    First good article I've read referencing Delta's aggressive attack on its debt. A very strategic article. Delta also has operational and tactical advantages that have been covered in some other Seeking Alpha articles.
    Aug 29 07:17 PM | Likes Like |Link to Comment
  • Delta Air Lines: Targeting Operational Efficiency [View article]
    You cannot compare a trunk carrier like Delta with Ryan Air and Easy Jet. Two completely different business plans.
    Aug 29 07:15 PM | Likes Like |Link to Comment
  • Can You Live Off Of Dividend Growth Income In Retirement? [View article]
    Nice analysis. Useful and not dumbed down. Thanks.
    Aug 27 09:42 PM | 2 Likes Like |Link to Comment
  • Airliner roundup: Labor troubles at Southwest, American exits Orbitz, Delta hiring [View news story]
    If oil spikes it will be a constant throughout most of the US carriers. They all will be dealing with it. AAL does not hedge since merging with USAIR; they are at the worst end of the constant. DAL has an aggressive hedging department and own a refinery with some pipeline right-of-ways in the busy Northeast corridor; they are at the best end of the constant. LUV falls about in the middle with a solid hedging position.
    Aug 27 07:58 AM | Likes Like |Link to Comment
  • Airliner roundup: Labor troubles at Southwest, American exits Orbitz, Delta hiring [View news story]
    I believe these labor troubles for LUV is just the tip of the iceberg. More groups are organizing and LUV's negotiations with their in-house pilots union are going poorly as well. I could see LUV starting to charge a bag-fee if their labor costs start to spiral - Which they will each year hence.
    Aug 26 03:51 PM | Likes Like |Link to Comment
  • Why Hedge Funds Are Crazy About American Airlines Group [View article]
    So sayeth Karl Marx...
    Aug 22 01:03 PM | Likes Like |Link to Comment
  • Why Hedge Funds Are Crazy About American Airlines Group [View article]
    Short, brilliant macroeconomic analysis.
    Aug 9 12:39 PM | Likes Like |Link to Comment
  • Is American Airlines The Best Airline Stock To Buy? [View article]
    Asymmetic,
    You are correct and a great business analysis. USAIR pilots only hurt themselves in the end with no pay raises for over 7 years - straight to the bottomline. I think there is a customer relations issue when your pilots (or flt att, gate agents) - those that are the face of the company - are excruciatingly unhappy. I mean, merged USAIR/America West, were not setting any margin or revenue records.
    Aug 9 12:37 PM | Likes Like |Link to Comment
  • Is American Airlines The Best Airline Stock To Buy? [View article]
    carlomiami, Huh...how about USAIR/America West pilots - still not merged/still not flying each others equipment. I'm thinking Eastern - Employees killed it. This is not an accurate assessment.
    Aug 8 02:40 PM | Likes Like |Link to Comment
  • Why Hedge Funds Are Crazy About American Airlines Group [View article]
    A big part of my buy decisions comes from analyzing leadership. Parker has shown flares of leadership (recognizing industry consolidation early, closing Cleveland) and ambivalence in leadership (letting USAIR and America West Pilots crash to the bottom). There are efficiencies in the new AAL that will be realized: How quick, and how many hiccups is the question. Their labor costs will be quite high compared to DAL and less so, UAL. Ultimately, Parker and his team will do well for AAL. It will be in the medium to long term. Short term, is a bit more difficult to analyze. Insider trading isn't always a bad thin: Taking some profits off the table is healthy as long as it is not all the leadership over a long period of time.
    Aug 8 02:37 PM | 2 Likes Like |Link to Comment
  • Gold Miners Analyst Watch: August 2014 Edition [View article]
    Easy, intellectual curiosity is the way to go on this site.
    Aug 8 02:32 PM | 1 Like Like |Link to Comment
  • Why Hedge Funds Are Crazy About American Airlines Group [View article]
    Need a good piece written on the labor issues.
    Aug 8 02:30 PM | 1 Like Like |Link to Comment
COMMENTS STATS
242 Comments
173 Likes