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  • Low Oil Prices Translate To Big Profits For American Airlines [View article]
    As the largest airline AAL has much going for it. Fuel costs are an advantage but the large consuption and the extensive hub network makes it a potential opportunity to not need to hedge their inventory. Not all fuel purchases are at the same time but as the price declines, they are going to pay less. Smaller carriers hedge their inventory which entails futures contracts that are not purely comparable becuase of delivery point and the cost of margins and commissions on the trades. For the airline fuel play, my bet is on AAL.
    Dec 1, 2014. 01:59 PM | Likes Like |Link to Comment
  • What's Next For Bank Of America [View article]
    $BAC - I don't think you really care at all about the action to be currently taken with regarded solutions toward BAC. I'm inclinde from this bullish tone to hold my current position and see what happens as this continues to be my largest holding. I'm also long on the B's and have had sell orders in at the mid .90s range. Bad news can hit at any time and I'd add to the B's in the mid .70s. $BAC
    Aug 30, 2014. 06:05 PM | 2 Likes Like |Link to Comment
  • State Of The Airlines: Legacy Carriers [View article]
    When it comes to fuel, you need to look at the plane capacity/seat miles/gal ratio. Fuel prices are hedged and the larger carriers have the advantage in swinging deals with larger hubs locking in better volume prices. The carrier with full planes, longer routes with more modern aircraft are a sure winners. Airline stock volatility still seems to follow volatility in oil prices. Dips are the time to buy but this limits my interest. The AAL dividend makes my current position a keeper however.
    Jul 27, 2014. 05:00 PM | Likes Like |Link to Comment
  • Bank Of America Is Still An Attractive Pick [View article]
    I make no personal recommendations and am highly accurate!
    Jul 25, 2014. 08:41 AM | Likes Like |Link to Comment
  • Buffett Backs Bank Of America [View article]
    All the numbers are inaccurate. The book value is understated. This was proven in the Q report where real estate sales produced a profit over what was carried on the books. Not all bonds on the books are marked to market during a rising market price currently.
    Jul 18, 2014. 06:49 AM | 2 Likes Like |Link to Comment
  • Is Bank Of America The Best Banking Pick? [View article]
    This will tell the tale -
    Jul 17, 2014. 08:38 AM | Likes Like |Link to Comment
  • Earnings Preview: Bank Of America Q2 2014 [View article]
    The insider ratio of sales last 12 mos. vs holdings at .0003% of the float is significant at approx. 1/4 of their holdings. But, there is a continuous flux of acquired shares and transfers to other family members. BAC insider holdings in general is extremely small in comparison to most companies listed on the NYSE.
    Jul 15, 2014. 06:31 AM | 2 Likes Like |Link to Comment
  • Earnings Preview: Bank Of America Q2 2014 [View article]
    Don't mess wid da Finger. Sour grapes strategy continues?
    Jul 15, 2014. 06:15 AM | Likes Like |Link to Comment
  • Bank Of America Bears Must Look At The Big Picture [View article]
    5 years of increasing earnings and dividends will show it as a blue chip. See ya at $100//share.
    Jul 10, 2014. 03:06 PM | 1 Like Like |Link to Comment
  • Bank Of America Reports Second Quarter Earnings, But Wells Fargo Is A Better Investment [View article]
    I love the analyst target prices. They are never wrong. Never say when (to be accurate) and if you do say when it will go up - never say how much. But when I invest I'm always wrong. Its the management of investing that is the real challenge.
    Jul 9, 2014. 08:39 AM | 2 Likes Like |Link to Comment
  • Bank Of America - As Deutsche Turns Bullish, I Remain Cautious [View article]
    The author is correct in the analysis of the current situation and the risk. What we need is an end to the litigation, increasing earnings, a return of excessive set asides on the balance sheet to cash assets and a steadily increasing dividend for 5 years for it to be an established value investment. While he waits for that to happen the stock price at that time should be close to the $100 level. But what if it doesn't happen? Is it a 10% risk (OK expectations should be marked down to $90). A 20% risk (OK expectations should be marked down to $80). If you are very pessimistic at 50% risk expectations should be $50. At a $16 current stock price that would amount to his not attaining a minimum of better than a double of the investment within 5 years and the possibility of an investment being 6 times its current value. This is why brokerages are setting their current price targets in the 20's. It is considered a very risky investment with current fundamental metrics. I believe it would be very difficult to find a current value investment anywhere close to the potential of BAC. I doublt that I would maintain as large as a position as I now have when BAC achieves the metrics he desires at a greatly increased stock price.
    Jul 4, 2014. 10:38 AM | Likes Like |Link to Comment
  • Bank Of America: Handicapping Capital Returns [View article]
    I'm looking for a stockholder takeover. Force the liqudation of the whole company. The assets can be sold off for stock in other companies.
    Jun 30, 2014. 09:30 AM | 3 Likes Like |Link to Comment
  • Why Bank Of America's Fair Value Is $19 [View article]
    The litigation doesn't seem to stop. Another whole year of earnings is getting wiped out. This gigantic pot of assets produces nothing for stockholders. We have to stop this litigation mess. If I owned the whole company I would seek to max out the litigation set aside make it an insolvent business and declare bankruptcy. This should slow down the litigation. Then start making deals to spin off the assets to settle claims. I think we could find them worth more in the market then if BAC is kept whole. Deals with other banks, brokerages and mortgage companies to spin off the bricks and mortar can be paid out to the stockholders in the other company's stock. I can't believe that Goldman, Citi and Wells are at lower financial ratios. The pieces in my estimation would be an immediate double in market priced stock equities.
    Jun 29, 2014. 03:14 PM | Likes Like |Link to Comment
  • Top 6 Mexican Stocks Worth Buying [View article]
    Not much interest in Mexico? It was the key to my fortune. I encourage readers to look at my unpublished articles here on SA. $GMK
    Jun 26, 2014. 08:59 AM | 1 Like Like |Link to Comment
  • Bank Of America: Real Value Hemmed In By Litigation Issues [View article]
    Now we know why your name is "craven."
    Jun 25, 2014. 08:22 AM | 1 Like Like |Link to Comment