Originally Posted by
Bucking Bar
Observations:
- A smart investor would be listening to this call to trade Hawaiian. The Japanese tourist market and their new Haneda flying results in an enormous exposure for them.
- Might be a buying opportunity when the market over reacts.
- Overall, have to say Delta appears very well managed, although we still need to find a way to bring the fight to the domestic LCC's.
- Fewer Red Eyes in the bid package
An investor might also think the street would punish United for adding fuel to the fire in the Atlantic, and failing to cut sufficiently:
United Continental shifts more flying overseas - Yahoo! Finance
Their conference call is at 11:05. I think I'll listen.