As they say in real estate…NICE House…Shitty Neighborhood. We all know I hate the airline industry. There are just too many touch points with employees and customers. It’s a bottomless pit for common shareholders and not an industry I recommend. BUT, I love and respect Southwest Airlines for their ability to survive without government support …
Tagged: Airlines
Deep Market Thoughts…Airlines
Oil at $120, a 1,000 point plus rally in the Dow and a further imploding US Dollar keep me mostly on the sidelines. The indexes continue to mask the damage. The new imploders are the airlines. Today, they were down HUGE again. I got on the airline meltdown about three weeks ago. The bailout is …
Airlines…Only 9 More Days of Industry Solvency Left
As I blogged last Friday , the airlines are still not front page news. They need to be. In the meantime, they effortlessly drop 10 percent a day, today being no exception. Every day the market is open is a good day to sell airlines stocks. I may just short 100 shares of US Air …
Airlines…Let's Get Ready for Another Bailout AND Why Southwest is the Best Run Company in The World
There were a few airline bankruptcies this week that got me pulling up tickers. All turds. We are one disaster away from another massive airline bailout ‘crisis’ and other than the airline industry itself, the market could care less. All media eyes are focused on the Bear Stearn’s hearings, but forgets the bazillions the government …
I Like JetBlue…But…
There are certain toxic industries. The biggest, baddest most toxic is the airline industry. You just need to avoid it. Those with unions are big fat ones you can’t miss. Those that rely on transporting fat, cheap, mean people are others. Those that rely on good weather are another. The airlines have the triple whammy …
Sell Everything…Buy Airline Stocks
NOT !
Airlines on Wallstrip
We love to hate them. Bad service, delays, peanuts, mile high club (ya right), unions, corruption, no livestock (unless its Aeroflot), no internet, no email, no sushi, oil shocks, terrorism. I just hate them and avoid the stocks. I write about them often. My hate has blinded me to some disgusting gains for legacy carriers …
JetBlue – The verdict is in…
It was the gas that killed their near perfect review from me. Not the price of gas, but the gas from the 300 pounder that sat across the aisle from me. This animal must have had 6 pounds of salami before boarding the flight (with a skim milk chaser and some raw eggs). It was …
Airlines – it's gotta be the software?
Yield management software is a beautiful thing! It is intensifying this up cycle in airlines. No industry benefits more from LEVERAGE than the airline industry. Wages, interest rates, fuel, mergers (routes and cost cuts) and now technology (the one always good leverage). Don’t overthink the airline move. It is real. The airline stocks are en …