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  • American Airlines Group: Do Fundamentals Matter Anymore?  [View article]
    @Tim

    "DAL is moving rapidly in the same direction that LUV has taken while other carriers including AAL are embracing strategies that have proven to be very harmful when downturns come."

    Could you extrapolate on this statement please. I'm curious what strategies you are referring to.
    Feb 12, 2016. 11:05 AM | 1 Like Like |Link to Comment
  • American Airlines Group: Do Fundamentals Matter Anymore?  [View article]
    @Tim

    I'm not sure why but you seem to be making this an argument between American and Delta. Other than the fact that they are both airlines the difference between the two are night and day. Although you are correct that Americans revenue is down YoY the reasons for the drop have to be taken into consideration. American has had to compete with more of the low cost carriers out of Dallas, their main hub. They also had far more exposure to Brazil and Venezuela which were hit hard last year. Both of those areas have been cut back substantially and the losses will not recur this year. Also Delta has had a substantial amount of time to absorb the synergies of their merger with Northwest while American has yet to see the synergies of their merger with USAir. American has been in the process of rebuilding its fleet and removing old inefficient and higher maintenance equipment. They have done this using cash and low interest rate financing. This will be a benefit whether fuel prices rise or continue to remain low. Delta has in turn made the decision to keep its older fleet and buy used aircraft. At the present time Delta has a bit higher margins than American but it remains to be seen if that will continue.
    Feb 12, 2016. 10:31 AM | 2 Likes Like |Link to Comment
  • Seagate's Bag Of Tricks Is Almost Empty  [View article]
    Would it benefit Seagate to purchase Micron?
    Feb 11, 2016. 12:56 PM | 1 Like Like |Link to Comment
  • Why American Airlines Needs $5 Billion In Buybacks This Year  [View article]
    @Bill

    I wish I could tell you where the floor is. I have no idea. Like you say everything is down at this point. Using the analogy of many of the posters here you would have to assume that every company in the market is carrying to much debt. My only point is that if the reason that AAL is going lower is going to be attributed to their debt levels then I would like to know the reason why the rest of the airline industry is also going down. Are we to assume that they all are carrying too much debt? It is true that AAL's debt levels are higher than other airlines but I don't see that as the reason for the stock price being lower.
    Feb 8, 2016. 02:12 PM | Likes Like |Link to Comment
  • Why American Airlines Needs $5 Billion In Buybacks This Year  [View article]
    @Bill

    AAL is down YTD less than DAL,LUV, and UAL. I'm not sure how the recent drop in ALL the airline sector is related to AAL's debt. DAL has taken the exact opposite approach. They are paying down debt and purchasing used equipment. Both companies are down. The people who are calling the drop in share price a result of high debt have yet to explain this.
    Feb 8, 2016. 09:57 AM | 2 Likes Like |Link to Comment
  • U.S. oil rig count falls by 31 in seventh straight week of declines  [View news story]
    @DUST

    Can't say that I blame you.
    Feb 5, 2016. 05:04 PM | 1 Like Like |Link to Comment
  • U.S. oil rig count falls by 31 in seventh straight week of declines  [View news story]
    Yea you can fill up your car for less than $20.00. I'm so ticked.
    Feb 5, 2016. 02:32 PM | 10 Likes Like |Link to Comment
  • Why American Airlines Needs $5 Billion In Buybacks This Year  [View article]
    @star

    Your posts are too long. You use far to many euphemisms. It takes you forever to get to the point. Sometimes I'm not sure what you are saying. All that being said I love to read them. Keep them coming.
    Feb 5, 2016. 12:45 PM | 6 Likes Like |Link to Comment
  • Accumulate American Airlines On The Dips  [View article]
    @Cowboy

    Your statement was "Too many empty planes flying to Brazil and Venezuela." This is what I was responding to. The press release shows that the load factor was actually up in all regions including Latin America and was up 5.4% in the Pacific. Yes the PRASM is down in all regions but the lower fuel costs offset that by a wide margin.
    Feb 5, 2016. 10:34 AM | 1 Like Like |Link to Comment
  • American Airlines Group higher after profit beat  [View news story]
    @Bently

    As oil has gone down over the last year there has been a consistent call for American to hedge. Every time it has been the same argument, it can't get any lower. And yet it has. The fact is American made the right move by not hedging. It has saved them millions of dollars. And yet all those who have been calling for American to hedge at every drop continue to plead their case, even though they have been proven wrong. At some point you have to throw in the towel and admit it.
    Feb 5, 2016. 10:21 AM | 1 Like Like |Link to Comment
  • American Airlines Group: Do Fundamentals Matter Anymore?  [View article]
    @twm

    I think this will happen when American has finished modernizing its fleet and buying back stock. They can then turn their focus to the debt (which is at a rate of 4% or less) and start to raise the dividend if the market continues to undervalue the stock.
    Feb 5, 2016. 10:06 AM | 1 Like Like |Link to Comment
  • American Airlines Group: Do Fundamentals Matter Anymore?  [View article]
    @Bill

    I believe Parker has tried to do that in the conference calls but it has fallen on deaf ears. There are many including many analysts who see the airline industry through the rear view mirror. The industry has changed. When that will finally be seen is anybody's guess.
    Feb 5, 2016. 10:01 AM | 2 Likes Like |Link to Comment
  • Accumulate American Airlines On The Dips  [View article]
    @exit

    I really don't know how to respond to most of your posts. Are you at all familiar with the airline industry and how it works?
    Feb 4, 2016. 02:35 PM | 2 Likes Like |Link to Comment
  • Accumulate American Airlines On The Dips  [View article]
    @Cowboy

    American cut most of their flights to Venezuela last year and flights to Brazil are full. Although Spirit competes in some markets with American they do not have enough flights to effect them dramatically. American will match Spirits prices to fill empty seats.
    Feb 4, 2016. 11:33 AM | 1 Like Like |Link to Comment
  • Accumulate American Airlines On The Dips  [View article]
    @author

    Good article. I think the fact that AAL stock is down has more to do with the market conditions since the beginning of the year than the overall financials of the airline. Cooler heads are doing just as you say and accumulating this stock right now. If you look at a chart of the overall market and AAL you will see that they are almost identical. Everything that can be said about why this stock is a buy has been said. Personally I believe this is a great opportunity to purchase shares at the current price.
    Feb 4, 2016. 10:38 AM | 2 Likes Like |Link to Comment
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