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Old 10-08-2014 | 07:59 PM
  #2768  
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Carl Spackler
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Joined: Apr 2008
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From: 747-400 Captain
Default JP Morgan analyst on Delta

Good read:

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A J.P. Morgan airline analyst cited Delta as an example of why airlines are an increasingly attractive investment for Wall Street, even among those who historically have been wary of the industry.

In an interview on CNBC’s “Squawk Box,” financial analyst Jamie Baker said that airlines like Delta should “be shoulder-to-shoulder on the same stage with other high-quality transports.”

“Take a company like Delta, for example,” he said. “Delta generates more cash than 85 percent of [the S&P 500]. That’s more cash generation than Nike, than Yum Brands, than Amazon, it’s more cash generation than Costco.”

He added that it is time for billionaire investor Warren Buffet to reconsider his longstanding aversion to airline stocks, noting that the industry has been reshaping its business model for long-term stability and success.
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With this in mind, let's recall how many areas our contract leads the industry:

Originally Posted by Carl Spackler
As we're filling out our surveys, I thought it would be helpful to list where Delta pilots lead the industry. We all know our company leads the industry in financial performance and merger effectivity, but how often do we pilots lead? Here's the list from our contract comparison as to who leads in the specified areas:

1. Scope...............Southwest
2. Pay Rates:
-----B747/777.......Delta
-----B767-4/A330..United
-----B767-300.......UPS
-----B757.............UPS
-----B737-900.......Delta
-----A320.............United
-----MD88/717......Delta
-----Per Diem........American
3. Work Rules:
-----Monthly Guarantee...UPS
-----Reserve Guarantee...UPS
-----DPA/ADG................Southwest
4. Vacation:
-----Accrual..............United
-----Pay...................FedEx
5. Training Pay.........Alaska
6. Sick Leave............Hard to tell
7. Retirement Plans...FedEx
8. Medical................Southwest
9. Long Term Disab...UPS


Carl
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