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Old 07-24-2014, 11:30 AM
  #11  
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Originally Posted by Gearjerk View Post
Someone forgot to tell Wall Street this morning!!
No kidding. Beat estimates and record profit yet down 10%! There's something else in the mix.
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Old 07-24-2014, 12:58 PM
  #12  
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After a big bump yesterday, HAL down sharply too. Did someone report excess capacity or declining yields in the Hawaii market?
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Old 07-24-2014, 01:18 PM
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Originally Posted by cesnacaptn View Post
After a big bump yesterday, HAL down sharply too. Did someone report excess capacity or declining yields in the Hawaii market?
I think the HAL drop is from investors cashing in on yesterday's big jump. Probably the reverse for AS as you'll see bargain shoppers buying at a 10% discount tomorrow. Like I said, if anyone figures the market out, please let the rest of us know.
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Old 07-24-2014, 01:23 PM
  #14  
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Did AS miss any of their projections? Typically the projected earnings are already priced into the stock- if they miss it even by a small margin, the stock drops at the announcement of actual.
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Old 07-24-2014, 02:52 PM
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Originally Posted by 80ktsClamp View Post
Did AS miss any of their projections? Typically the projected earnings are already priced into the stock- if they miss it even by a small margin, the stock drops at the announcement of actual.
It's clear that the shorters were waiting for this announcement to be different. Exceeded expectations and all those who bet on the stock reversing at $70 (pre stock split) finally say uncle and the stock drops ~10%. Most analysts still have ALK at a Buy rating...they must be watching JNU carefully
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Old 07-24-2014, 03:47 PM
  #16  
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Originally Posted by Stu Jamison View Post
Nope, the deltoids aren't happy unless they're crashing everyone else's party and peeing in their punch bowl!
We catually don't care one iota what AS does outside of the DL code share. That's the point and it always has been.

I bet if DL started doing a dozen SEA-LA flights a day each full of up to half AS pax while AS didn't do any and other similar abuses, you would have a huge problem with that.

Go nuts, order 380's, open a hub in ATL, we don't care. We can compete and we're not worried about it. Our beef is with DL management who prefers OAL pilots to do its flying whenever possible. You benefitted greatly from that for a while, and you still are. Just not as much as before and that trend is accelerating.

Its all because of your management too by the way. Its nothing DALPA or DL management did. I sincerely thank them and hope it continues.
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Old 07-24-2014, 07:14 PM
  #17  
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I haven't posted much on this forum. Mostly I'm trying to get the lay of the land before making the jump from the military. I'm also totally unfamiliar with the whole union dimension. So please forgive my ignorance.

I sense a lot of AS hating out there and I've yet to determine why this is. I realize they're not a big fish like DL or others, but have they ****ed off the other carriers?
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Old 07-24-2014, 07:26 PM
  #18  
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Originally Posted by OrionDriver View Post
I haven't posted much on this forum. Mostly I'm trying to get the lay of the land before making the jump from the military. I'm also totally unfamiliar with the whole union dimension. So please forgive my ignorance.

I sense a lot of AS hating out there and I've yet to determine why this is. I realize they're not a big fish like DL or others, but have they ****ed off the other carriers?
I think Gloopy summed it up as far as DAL vs AS stance.

Both companies are actually the same union. It looked very scary for awhile that DAL may try to merge with AS which would be a very hairy merger for the DAL pilots.

Lately AS has opened up it's codeshare to even middle east carriers so now it appears DAL will go it alone and add it's own feed to the the international hub it's trying to establish in SEA.

Now it appears that there is room for both AS and DAL in SEA so there you go.
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Old 07-24-2014, 08:20 PM
  #19  
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Originally Posted by Stu Jamison View Post
Peep this:

July 24 (Reuters) - Alaska Air Group reported a higher second-quarter profit on Thursday, aided by lower fuel and maintenance costs and fees for items such as checked baggage.

Net income came to $165 million
Delta Air Line's net income for Q1 was 801M. Hmmm...I wonder who will win. The company who earns 165M/quarter or the company who earns 801M/quarter? That's a tough one. Hmmm....
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Old 07-24-2014, 09:25 PM
  #20  
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Originally Posted by OrionDriver View Post
I haven't posted much on this forum. Mostly I'm trying to get the lay of the land before making the jump from the military. I'm also totally unfamiliar with the whole union dimension. So please forgive my ignorance.

I sense a lot of AS hating out there and I've yet to determine why this is. I realize they're not a big fish like DL or others, but have they ****ed off the other carriers?
There's no AS hating from the DAL guys. There's a LOT of angst that DAL management farmed out a LOT of DAL flying to AS via the codeshare. AS pilots flourished, DAL pilots suffered. AS management also decided to codeshare with Emirates. That's a whole 'nother lesson in how US pilot jobs are endangered. Some AS guys get it, but they don't fly international routes. Most don't. That's the primer.

We're the same union, but that means squat when it comes down to which airline flies what.
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