SWA buyout?
06-16-2018 | 08:29 PM
#161
Banned
Joined: May 2018
Posts: 1,241
Likes: 0
So I am winding down this night in Friday Harbor, on my 54’ Azimut, sipping on a glass of 1983 Salon, thinking; shouldn’t you be looking for a mobile home in SFO right now. If you get some down time come up and see me, I should be in the San Juan’s tell next Saturday. Good luck with the house hunt!
Honestly, scope isn’t worth the paper it’s written on! That’s my opinion
It really is beautiful up her right now, unbelievably beautiful night!
Honestly, scope isn’t worth the paper it’s written on! That’s my opinion
It really is beautiful up her right now, unbelievably beautiful night!
06-16-2018 | 09:19 PM
#162
Gets Weekends Off
Joined: Apr 2011
Posts: 321
Likes: 1
From: Upright & Breathing
No not kidding.
However, like fellow major airline American Airlines (NASDAQ:AAL), United is spending beyond its means on buybacks. This move could be dangerous for investors in the long run.
This means that United Continental has borrowed every dollar it has returned to shareholders this year. Free cash flow may improve somewhat next year, as capex is set to decline after peaking at $4.6 billion-$4.8 billion in 2017. Still, free cash flow is likely to remain far below the peak levels of 2015 and 2016.
It's also far from clear that the stock is undervalued. While United Continental recently raised its fourth-quarter revenue outlook, it still expects unit revenue to decline 0%-2% year over year. In the long run, it is likely to face higher competition from low-fare carriers in many markets. The company hopes to offset these headwinds through better segmentation and revenue management, but those efforts aren't guaranteed to succeed.
Moreover, jet fuel prices have moved significantly higher in the past few months. As a result, United Continental may need full-year unit revenue growth of 3%-4% in 2018 just to keep its profit margin stable.
If United's profitability will continue to fall in 2018, 10 times earnings might be a very generous valuation. Meanwhile, adding debt to fund share buybacks boosts EPS, but it could also get the company into trouble during the next recession. United Continental shareholders may eventually come to regret management's current love affair with share buybacks.
However, like fellow major airline American Airlines (NASDAQ:AAL), United is spending beyond its means on buybacks. This move could be dangerous for investors in the long run.
This means that United Continental has borrowed every dollar it has returned to shareholders this year. Free cash flow may improve somewhat next year, as capex is set to decline after peaking at $4.6 billion-$4.8 billion in 2017. Still, free cash flow is likely to remain far below the peak levels of 2015 and 2016.
It's also far from clear that the stock is undervalued. While United Continental recently raised its fourth-quarter revenue outlook, it still expects unit revenue to decline 0%-2% year over year. In the long run, it is likely to face higher competition from low-fare carriers in many markets. The company hopes to offset these headwinds through better segmentation and revenue management, but those efforts aren't guaranteed to succeed.
Moreover, jet fuel prices have moved significantly higher in the past few months. As a result, United Continental may need full-year unit revenue growth of 3%-4% in 2018 just to keep its profit margin stable.
If United's profitability will continue to fall in 2018, 10 times earnings might be a very generous valuation. Meanwhile, adding debt to fund share buybacks boosts EPS, but it could also get the company into trouble during the next recession. United Continental shareholders may eventually come to regret management's current love affair with share buybacks.
https://www.fool.com/investing/2017/...n-is-less.aspx
Look to the bottom of the article for a word for word copy and paste.
06-16-2018 | 09:29 PM
#163
Gets Weekends Off
Joined: Aug 2011
Posts: 171
Likes: 0
So I am winding down this night in Friday Harbor, on my 54’ Azimut, sipping on a glass of 1983 Salon, thinking; shouldn’t you be looking for a mobile home in SFO right now. If you get some down time come up and see me, I should be in the San Juan’s tell next Saturday. Good luck with the house hunt!
Honestly, scope isn’t worth the paper it’s written on! That’s my opinion
It really is beautiful up her right now, unbelievably beautiful night!
Honestly, scope isn’t worth the paper it’s written on! That’s my opinion
It really is beautiful up her right now, unbelievably beautiful night!
06-16-2018 | 09:33 PM
#164
On Reserve
Joined: Sep 2007
Posts: 164
Likes: 0
06-17-2018 | 07:38 AM
#165
Banned
Joined: May 2018
Posts: 1,241
Likes: 0
Plagiarizing Motly Fool now are we?
https://www.fool.com/investing/2017/...n-is-less.aspx
Look to the bottom of the article for a word for word copy and paste.
https://www.fool.com/investing/2017/...n-is-less.aspx
Look to the bottom of the article for a word for word copy and paste.
So my Flybridge sucks, whatever, I never thought I would own a boat this nice. So this morning I am just going to enjoy it!
06-17-2018 | 08:45 AM
#166
Banned
Joined: Dec 2005
Posts: 9,347
Likes: 329
So I am winding down this night in Friday Harbor, on my 54’ Azimut, sipping on a glass of 1983 Salon, thinking; shouldn’t you be looking for a mobile home in SFO right now. If you get some down time come up and see me, I should be in the San Juan’s tell next Saturday. Good luck with the house hunt!
Honestly, scope isn’t worth the paper it’s written on! That’s my opinion
It really is beautiful up her right now, unbelievably beautiful night!
Honestly, scope isn’t worth the paper it’s written on! That’s my opinion
It really is beautiful up her right now, unbelievably beautiful night!
Yawn, a clueless brainwashed SEA local.
And you copy/pasted the financial analysis to look like you wrote it. I knew something was funny, you don’t write like that level of clarity and cohesion.
06-17-2018 | 09:09 AM
#167
Line Holder
Joined: Dec 2008
Posts: 70
Likes: 0
So I am winding down this night in Friday Harbor, on my 54’ Azimut, sipping on a glass of 1983 Salon, thinking; shouldn’t you be looking for a mobile home in SFO right now. If you get some down time come up and see me, I should be in the San Juan’s tell next Saturday. Good luck with the house hunt!
Honestly, scope isn’t worth the paper it’s written on! That’s my opinion
It really is beautiful up her right now, unbelievably beautiful night!
Honestly, scope isn’t worth the paper it’s written on! That’s my opinion
It really is beautiful up her right now, unbelievably beautiful night!
06-17-2018 | 09:35 AM
#168
Gets Weekends Off
Joined: Nov 2012
Posts: 342
Likes: 0
So I am winding down this night in Friday Harbor, on my 54’ Azimut, sipping on a glass of 1983 Salon, thinking; shouldn’t you be looking for a mobile home in SFO right now. If you get some down time come up and see me, I should be in the San Juan’s tell next Saturday. Good luck with the house hunt!
Honestly, scope isn’t worth the paper it’s written on! That’s my opinion
It really is beautiful up her right now, unbelievably beautiful night!
Honestly, scope isn’t worth the paper it’s written on! That’s my opinion
It really is beautiful up her right now, unbelievably beautiful night!
I think if he took a selfie right now you would see him in a canoe drinking some "Maddog 20/20" 
(Nothing wrong with either of those options!) P.S. - I'm posting this while flying in my G5 to the Maldives!!! 
06-17-2018 | 09:52 AM
#169
New Hire
Joined: Jun 2018
Posts: 2
Likes: 0
From: USASOC Flight Lead
06-17-2018 | 10:31 AM
#170
Banned
Joined: Dec 2005
Posts: 9,347
Likes: 329
It’s obvious he’s never lost his job to RJs. Ask the Midwest guys about seeing their planes parked and E170s takeover the entire airline. Or all the furloughed pilots after 9/11 when the RJ started to boom in the industry. Nothing like being furloughed off a DC9/MD737 and starting over as a RJ FO at a growing regional for 1/4 of the wage.
I don’t know if OTZEagle is noticing sitting on his boat in San Juan island, nearly ALL the west coast up/down growth and movement is going to E175s. What do you think is going to happen to the mainline fleet and pilot numbers when the Airbuses are parked and E175s grow in more numbers. And before you turn this into a Boeing vs Airbus b***fest, keep in mind after September we are one pilot group list. Any parking/returning of fleets will affect everyone at mainline Alaska.
I don’t know if OTZEagle is noticing sitting on his boat in San Juan island, nearly ALL the west coast up/down growth and movement is going to E175s. What do you think is going to happen to the mainline fleet and pilot numbers when the Airbuses are parked and E175s grow in more numbers. And before you turn this into a Boeing vs Airbus b***fest, keep in mind after September we are one pilot group list. Any parking/returning of fleets will affect everyone at mainline Alaska.
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