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markcc

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  • Southwest Airlines close to deal with pilots [View news story]
    Big plus if they can clean the pilots up for a few years.
    Sep 3, 2015. 03:47 PM | Likes Like |Link to Comment
  • Boeing net 747 jumbo orders drop to zero after cancellation [View news story]
    H. Bruce Campbell, There will always be a market for jumbos/superjumbos. Between Boeing and Airbus, the first to cancel gives 100% of the business to the other. Neither wants that! Interesting dilemma.
    Sep 3, 2015. 02:05 PM | 2 Likes Like |Link to Comment
  • Boeing net 747 jumbo orders drop to zero after cancellation [View news story]
    Surely Boeing won't shut the 747 line down like they did the 757, only to find that they wish they had not!
    Sep 3, 2015. 01:06 PM | 2 Likes Like |Link to Comment
  • A narrower Big Gulp ban proposed for New York [View news story]
    A brief scan of the Bloomberg law exempted 7-11's, owner of the Big Gulp brand, so you may want to rename your article.
    Sep 2, 2015. 01:21 PM | Likes Like |Link to Comment
  • Boeing's 757 Replacement - Part II [View article]
    Boeing has to decide soon, as the time frame for development is long and larger A321s will become the standard to replace the 757s.
    Aug 21, 2015. 07:35 AM | 2 Likes Like |Link to Comment
  • Airline fares fall sharply in July [View news story]
    JetBlue shouldn't be included as part of this group as it reported: "JetBlue's preliminary passenger revenue per available seat mile for the month of July increased approximately one percent year over year." Add baggage and ancillary fees and it is doing well.
    Aug 21, 2015. 07:26 AM | Likes Like |Link to Comment
  • Is JetBlue Airways Stock Still A Buy? [View article]
    JetBlue is succeeding, even when the rest of the industry is trying discount fares to fill planes. That is a buy signal for JetBlue.
    Aug 20, 2015. 09:19 AM | Likes Like |Link to Comment
  • 4 Reasons Airline Load Factors Will Never Reach 100% [View article]
    JetBlue does not overbook, so each seat reservation is good. But that costs as passengers switch and pay the rebook fee.
    Aug 20, 2015. 12:56 AM | Likes Like |Link to Comment
  • Virgin America: Too Much Focus On Step-Up Costs [View article]
    lord baltimore, my comment was only about loading at Love Field. Of note, most other airlines are beating VA's loading factors this summer and have higher density seating than VA.
    Aug 18, 2015. 11:38 AM | Likes Like |Link to Comment
  • Spirit Airlines: Capacity Crunch Will Subside [View article]
    With lower initial prices than the competition's costs, SAVE creates an air market for people that otherwise would not fly at all. Ben Baldanza is quick to point out that 40% of Spirit's revenues come from ancillary fees. SAVE is in no real danger of price or margin erosion, for now. With high density seating, heavy aircraft utilization and ancillary fee revenues, the over 20% operating margin is there for a while. What should be noted is that Spirit's management underestimates the time it takes to break into new markets and get a customer awareness of their product. With new routes taking up to 2 years to develop, loading, and fares, will improve over time.

    This is an airline with almost no long term debt, until 2015, that can sustain competitive assaults for a very long time, and outlast lower margined airlines. Their margins prevent competitive/predatory assaults as a competitor trying to beat them will get bloodied by low or negative margins in an attempt to put Spirit out of business.

    Without significant debt, a key opportunity would be to buy another small airline. Frontier, which is following the Spirit model that Indigo Partners originally developed for Spirit. Frontier is stumbling with bad management and may be a buying opportunity for Spirit in the near future. The fleet matches, but has more A319s that Spirit is dumping. Frontier is also handicapped by the inability to buy significant numbers of new planes. That buy would add 55 more planes to Spirit's 80 at the end of this year, giving them a total of 135 planes.
    Aug 16, 2015. 05:06 PM | 2 Likes Like |Link to Comment
  • Delta Should Buy Hawaiian Airlines, Not Alaska Airlines [View article]
    louis_usa, I agree with your observation that Frontier merge with Spirit. Frontier is failing to get to the Spirit model fast enough. Spirit is coming under increased attack for on-time performance and needs better plane dispatch and crews located closer to key routes to assure that delays by crew staffing are minimized. Spirit is pushing its planes to the max number of hours per day, causing no schedule recovery when planes get late.
    Aug 13, 2015. 04:14 PM | Likes Like |Link to Comment
  • JetBlue raises capacity 10% in July [View news story]
    Great numbers! But the market punishes jetblue in the last hour of the day for lowered loading factors? Today I think people will read the whole press release.
    Aug 13, 2015. 07:39 AM | Likes Like |Link to Comment
  • The Bear Case Against American Airlines [View article]
    The interest rate on borrowing is so much lower than the implicit rate from buying stock back, it is to the shareholders advantage to buy stock back. I know it seems wrong, but if is something you have to do at the current time. After the fed raises rates, the cheap borrowing will be a valuable asset.
    Aug 13, 2015. 04:10 AM | 3 Likes Like |Link to Comment
  • American Airlines Should Soar Towards The Back Half Of The Year [View article]
    Invest84, My comment was looking at analysts projections, where you would expect earnings to grow, they are reduced in the near future to reflect the expiration, then grow, but the net line is flat.

    I don't have 5 year capex numbers to comment upon, source?
    Aug 12, 2015. 09:55 AM | Likes Like |Link to Comment
  • 3 Metrics Propelling JetBlue's Growth [View article]
    JetBlue has big plusses from added bag fees and added seats. The results will be reflected in the stock shortly.
    Aug 12, 2015. 09:50 AM | Likes Like |Link to Comment
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