Seeking Alpha


Send Message
View as an RSS Feed
View MexCom's Comments BY TICKER:
Latest comments  |  Highest rated
  • Will American Airlines Return To Its 52-Week Highs Soon? [View article]
    Capacity utilization I believe has been a drag on profit margins. The additions of new aircraft will pay off in the future, especially so with more fuel efficiency. If fuel prices remain at the current level, next quarter would be a record breaker with the holiday traffic. $AAL
    Aug 26, 2015. 08:24 AM | 4 Likes Like |Link to Comment
  • Potential Catalysts Pushing American Airlines For The Remainder Of This Year [View article]
    AAL has held its own by and large but the whole market has been flat at best for the whole year. Daily trade is volatile. Dividend payers have held better favor with a utility stock paying at least 3-4 times this company's payout rate. Playing the fuel cost volatility doesn't hold on a daily basis. I've been on the sell side, still hold some but would be tempted to add only if it slips below 40. $AAL
    Aug 13, 2015. 05:03 AM | Likes Like |Link to Comment
  • Top 6 Mexican Stocks Worth Buying [View article]
    $GMK ADRs are about to be delisted on the NYSE. I sold out all my positions.
    Aug 11, 2015. 08:55 AM | Likes Like |Link to Comment
  • Record profit for American Airlines Group in Q2 [View news story]
    Why pay hedging costs for a guaranteed cost against profits from the contract commissions with such a large and diverse inventory of fuel. $AAL
    Jul 24, 2015. 08:49 AM | 1 Like Like |Link to Comment
  • Record profit for American Airlines Group in Q2 [View news story]
    They don't have to hedge. They have a very diversified inventory of fuel that is constantly being replaced so that tank fills on a low price day evens out tanks being filled on a high price day.
    Jul 24, 2015. 08:47 AM | Likes Like |Link to Comment
  • Mesabi Trust Press Release [View article]
    Definitely a hold for the time being to see the market reaction. Current tonnage was above my expectation with the continued contract with CLF. This is to be renegotiated in the future.

    I liquidated my position in May during this decline and started buying it back this month seeing the lighter volume. It is now a very minor percentage of my IRA portfolio (<0.5%). My strategy is now to build down a pyramid with this anticipated price decline that should not go beyond the mid-single digits on the stock price. A 50% price decline from here would signal me to by 500% more shares. This is a solid strategy unless my premise is false - the US steel industry will remain alive with some benefit to this Trust for the foreseeable future where the last trustee is younger than myself to continue to provide me with an above average return for my retirement account distribution income. $MSB
    Jul 18, 2015. 07:58 AM | 1 Like Like |Link to Comment
  • Duke Energy Should Be On An Income Investor's List [View article]
    Its hot here in Charlotte honey. Temp in the 90's and the A/C is on. Dividends going higher too. Good read to boost your confidence $DUK
    Jun 30, 2015. 03:39 PM | 1 Like Like |Link to Comment
  • Why Winnebago's Q3 Results And Outlook Are Even Better Than You Think [View article]
    I have been a holder of WGO for over 30 years. Upswing currently in progress well documented in this article. Thanks.
    Jun 29, 2015. 11:50 AM | 1 Like Like |Link to Comment
  • Winnebago Industries - Short-Term Headwinds, Long-Term Appeal [View article]
    Labor report today has spiked interest rates higher. This would increase finance costs for RV's. Large blocks were being dumped today

    In actuality, with rates not as yet going up my bet is - if they where to start rising for the finance of these vehicles, there will be a rush to buy before they go higher. With the usual summer demand and more lower cost products - I expect to see a record sales volume for this quarter. I sold most of my position last month but looking today to start a new position in my IRA account before the end of the day. $WGO.
    Jun 5, 2015. 02:37 PM | Likes Like |Link to Comment
  • Why Investors Shouldn't Be Worried About American Airlines' Traffic Dip [View article]
    Too much here has not been analyzed. Age of the fleet. Airport congestion limiting boardings and overall travel efficiency. Fuel costs probably the biggest volitile variable to consider - this has provided the major cause of volitility in the stock price. My hedge is a position with WLL that got hit hard in their new issuance of shares - Bakken shale oil is easier to refine for airplane fuel.
    Apr 14, 2015. 08:51 AM | 1 Like Like |Link to Comment
  • Bank Of America: Panicked Investors Are Missing The Big Picture [View article]
    $ BAC One man's dismay is another's opportunity. The institution remains solid and efficiencies continue. I too am dismayed at the recent stock performance and have no need to hold a major position at this time. What is needed is a dividend increase to make it an investment holding as before the economic collapse in 2008. My speculation on the B warrants too looks dismal but at today's price would be a great $2 bet that the stock will reach into the 30's by 2018. EOY tax loss selling continued into 2015 to make expectations dismal but some stability is now being realized from the recent fall.
    Jan 21, 2015. 05:19 AM | 1 Like Like |Link to Comment
  • Bank Of America: Panicked Investors Are Missing The Big Picture [View article]
    They have been able to spin off assets at higher prices than what has been carried on the balance sheet in the past. Real estate assets have been increasing in value and they too are at a lower than market price on the books.
    Jan 21, 2015. 05:11 AM | 1 Like Like |Link to Comment
  • Mesabi Trust declares $0.64/unit distribution [View news story]
    $MSB - No mention about the CLF divesture in Canada. They may be relying more on the MN iron range. If so with increased auto production from lower fuel prices and construction spending still on from continued low interest rates - I expect a 10% probability of 60/share by mid-2016 but a more sure of a double within 6 months.
    Jan 19, 2015. 09:10 AM | 3 Likes Like |Link to Comment
  • Why Low Oil Prices Are Not The New Normal [View article]
    The rigs are being destroyed? Mothballed maybe. There are more cars on the road than ever before. And more motor bikes in China than ever before. Oil consumption is increasing. The world will continue to increase oil consumption in the near future. So why the price drop?

    Supply! There is more oil than ever dreamed possible and it will continue to increase in the short run.

    If the price is declining and the trends remain negative, I believe suppliers will try to unload their inventories as fast as possible to catch the current high price before it goes lower. Try to unload as much as possible as fast as possible. $30/bbl. $20/bbl? Who knows how low can it go?
    Dec 24, 2014. 06:09 PM | 3 Likes Like |Link to Comment
  • Update: Winnebago Earnings Show High Demand But High Costs [View article]
    I added yesterday with my additional shares closing higher. Excellent buying opportunity but the price swings makes me reluctant to make it a major weight in my portfolio. I'm holding my LT position for charitable donations where the tax savings are greater than what I paid for the stock only 2 years ago in addition to recouping my entire investment. No capital gains tax to be paid and more cash in my pocket, LOL.
    Dec 19, 2014. 07:45 AM | Likes Like |Link to Comment