Seeking Alpha

markcc

markcc
Send Message
View as an RSS Feed
View markcc's Comments BY TICKER:
Latest  |  Highest rated
  • RadioShack lender Salus looks to add debt holdings [View news story]
    The odds are still insurmountable. I wish they would disclose ALL the terms of any financing and how it impacts shareholder interests. The terms of the financings may have wiped out any possibility that shareholders get anything in the future.
    Oct 31 01:56 PM | Likes Like |Link to Comment
  • JetBlue Grows Fort Lauderdale-Hollywood Presence With Four New Routes [View article]
    With the completion of the new long runway, FLL airport will be the target for many airlines.
    Oct 29 12:03 PM | Likes Like |Link to Comment
  • More on Spirit Airlines' Q3 [View news story]
    Spirit will quickly remind you that 40% of revenues come from ancillary fees, not fares.
    Oct 28 03:59 PM | Likes Like |Link to Comment
  • American Airlines Group to stick with miles-based frequent flyer program [View news story]
    Tough decision, but reversible in the future. This is the first time that either American or United decided to significantly deviate their plan from the terms of the other.
    Oct 28 03:54 PM | Likes Like |Link to Comment
  • Update: United Continental Holdings' Q3 Results Support Long Thesis [View article]
    MLP Trader, Spirit airlines proves that assumption wrong. If you discount enough, and charge for service, you can fill your cramped planes all you want!
    Oct 26 09:13 PM | Likes Like |Link to Comment
  • Update: United Continental Holdings' Q3 Results Support Long Thesis [View article]
    Mikejody, I see on your profile that you have a position in UAL, so you are inclined to comment positively. What I am looking for is why you think the company has a "great future", so looking for your theory why the stock will be higher in the future.
    Oct 26 06:01 PM | Likes Like |Link to Comment
  • Update: United Continental Holdings' Q3 Results Support Long Thesis [View article]
    The Unions are out to get Smisek fired. The operating margin is lowest among network carriers. The stock sells at a market cap discount of 30 percent to AAL and Dal valuations. Turn around probable, but not before UAL cleans house and makes peace with the unions. Mean time the stock is influenced more by speculation than by fundamentals.
    Oct 26 05:16 PM | 3 Likes Like |Link to Comment
  • JetBlue Misses Q3 Earnings, But Growth Has Been Successful [View article]
    Some recovery today from LUV and JBLU. The others had solid gains both days.
    Oct 24 04:30 PM | Likes Like |Link to Comment
  • Analysis: Airline stocks look poised for Q4 gains [View news story]
    Fundamentals great, Ebola is the joker in the deck!
    Oct 24 04:28 PM | 1 Like Like |Link to Comment
  • JetBlue Misses Q3 Earnings, But Growth Has Been Successful [View article]
    I totally agree with your assessment.

    What gets me is the volatility of the JBLU stock. There is actually a very small float attributed to the general public and short interest fluctuating around 20%, causing the stock to swing wildly from time to time, but in the end, just moving around the trend. At 1 PM today, a half day into the earnings announcement, the stock moved 40 cents down, without any major event attributable to the move in the press. It has recovered some from its bottoms, but definitely moving emotionally.

    This stock is excellent for options speculation at this time, both on the upside and downside.
    Oct 23 01:07 PM | Likes Like |Link to Comment
  • Southwest Airlines And International Association Of Machinists And Aerospace Workers Reach Tentative Agreement [View article]
    jeffrey m. Your comments are very negative. There is nothing in the release that indicate that workers would not be happy. If the Union endorses a tentative agreement, it usually goes.

    As for quitting for another job, isn't that what unionization protects? There is no evidence that jobs in any class pay more elsewhere. One of the issues that Southwest confronts is that they pay over market rates for workers anyway, so job changes usually come with reduced salaries.
    Oct 22 03:48 PM | Likes Like |Link to Comment
  • Southwest Airlines And International Association Of Machinists And Aerospace Workers Reach Tentative Agreement [View article]
    Good labor relations are good for shareholders!
    Oct 22 02:31 PM | Likes Like |Link to Comment
  • Delta Air Lines' (DAL) CEO Richard Anderson On Q3 2014 Results - Earnings Call Transcript [View article]
    I agree with the quality of management in all but the decision to get into the refining business.
    Oct 21 03:06 PM | Likes Like |Link to Comment
  • Expedia reports on holiday airline booking trends [View news story]
    william, when people again refocus on fundamentals in the next few days, I think you will be right. Meantime, there are two minor Ebola related hurdles as the remaining hospital workers and plane passengers pass the 21 day line in the next 10 days.
    Oct 21 02:07 PM | Likes Like |Link to Comment
  • After Ebola, JetBlue Is Worth $15 [View article]
    Since the people living with the initial victim have all been cleared, and the nurses that came in direct contact with his body fluids have been hospitalized, it is hard to believe that any of the remaining people that came into casual, non body fluid contact, with the initial victim or the people he infected will get sick.

    We are dealing with about 4,500 living victims, many of which are recovered, that might try to get to the USA.

    Ebola is probably a one week story.
    Oct 21 10:53 AM | Likes Like |Link to Comment
COMMENTS STATS
1,036 Comments
488 Likes