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Originally Posted by ShyGuy
(Post 2615870)
Wow you are a financial guru. This coming from the same guy:
:rolleyes: 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! |
Originally Posted by OTZeagle1
(Post 2615848)
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. 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. |
Originally Posted by OTZeagle1
(Post 2615895)
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! |
Originally Posted by waterboy
(Post 2615905)
Hey Ben, bragging about how rich you are to your front line employees is really bad taste. But then again, Alaska South pilots expect nothing less from you, so carry on.
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Originally Posted by NotTellin
(Post 2615903)
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. 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! |
Originally Posted by OTZeagle1
(Post 2615895)
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! 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. |
Originally Posted by OTZeagle1
(Post 2615895)
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! |
Originally Posted by OTZeagle1
(Post 2615895)
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! |
Originally Posted by Really
(Post 2616097)
I think if he took a selfie right now you would see him in a canoe drinking some "Maddog 20/20" :p(Nothing wrong with either of those options!) P.S. - I'm posting this while flying in my G5 to the Maldives!!! :cool:
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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. |
AS buyout?
I have for a lifetime seen pilots get online and post nonsense about
buyouts. Why would SWA buy Alaska systems. It’s just not logical. Alaska has a culture of their own just like Hawaiian. I do see AS in a merger maybe with JBLU. But what do we all know? NOTHING! |
Originally Posted by Really
(Post 2616097)
Guys, don't get your underwear in a bunch!! You know he's just saying this since, no one can verify anything on an anonymous pilot forum! :rolleyes: I think if he took a selfie right now you would see him in a canoe drinking some "Maddog 20/20" :p(Nothing wrong with either of those options!) P.S. - I'm posting this while flying in my G5 to the Maldives!!! :cool:
I just have Maddog. A canoe would be cool... Sent from my iPhone using Tapatalk |
Originally Posted by B73flyer
(Post 2616151)
I have for a lifetime seen pilots get online and post nonsense about
buyouts. Why would SWA buy Alaska systems. It’s just not logical. Alaska has a culture of their own just like Hawaiian. I do see AS in a merger maybe with JBLU. But what do we all know? NOTHING! |
Originally Posted by Klsytakesit
(Post 2616442)
Pray for SWA.....A merger with JetBlue would be a horrible thing...
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Originally Posted by ShyGuy
(Post 2616454)
Merger with SWAPA? I’d rather do an ALPA-ALPA merger with jetblue.
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Originally Posted by OTZeagle1
(Post 2615895)
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! |
Originally Posted by OTZeagle1
(Post 2615895)
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!
Originally Posted by Flaps1check
(Post 2616603)
This attitude right here is the reason why we have such a $hitty contract. Luckily him and his kind are dwindling in numbers, we have the numbers now for 2020. Save your money now.
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Originally Posted by ExperimentalAB
(Post 2617048)
These guys that have made Alaska contracts the most pathetic in the industry, and the Alaska pilot group the most spineless in ALPA history can't hurry off to retirement quick enough...
Amen. OTZ Eagle is not representative of our pilot group. I’ve flown with him and he is an outlier...tool. |
Originally Posted by CassinAK
(Post 2617505)
OTZ Eagle is not representative of our pilot group. I’ve flown with him and he is an outlier...tool.
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Originally Posted by rickair7777
(Post 2471662)
Got some AS stock you're looking to dump?
You sold your employers stock Skywest |
Originally Posted by Sniper66
(Post 2617730)
You sold your employers stock
Skywest |
Originally Posted by rickair7777
(Post 2617853)
I never touched that :confused: Holding stock in the place you work is a bad idea... sets you up to be broke AND unemployed. If you get an option, and sell short-term that's OK, but bad idea to hold it in your portfolio.
Majority were bought for under $20 a share and Skywest is at $58 now? Quick....whats the Computershare number?!:) |
Originally Posted by Bugaboo
(Post 2618328)
So I guess it was a real bad idea to hold on to the ESPP shares I bought from 2014-2017 while at Skywest?
Majority were bought for under $20 a share and Skywest is at $58 now? Quick....whats the Computershare number?!:) Just because you did something dumb and got lucky doesn't make it smart. |
Originally Posted by rickair7777
(Post 2618373)
If you left SKW, then you're not holding stock in your employer.
Just because you did something dumb and got lucky doesn't make it smart. This is why I never sold it. I don't consider it luck.....dont hate on a good plan. |
Any word on the street recently? It’s been crickets...
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Apparently the rumor is no merger with jetblue cause we’d be too big then :confused:
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Originally Posted by ShyGuy
(Post 2695607)
Apparently the rumor is no merger with jetblue cause we’d be too big then :confused:
No one would be able to compete against our super huge route structure. Maybe except for those other four airlines that would still be two or three or four times bigger than a combined AKJB. 😂😂 |
Originally Posted by ShyGuy
(Post 2695607)
Apparently the rumor is no merger with jetblue cause we’d be too big then :confused:
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Originally Posted by WHACKMASTER
(Post 2695816)
Bull$7!t. You’d be a lot smaller than the Legacies when they got married.
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He probably meant we would be too big for AK management to handle the new company. Too difficult to manage things outside Seattle when that large.
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Originally Posted by WHACKMASTER
(Post 2695816)
Bull$7!t. You’d be a lot smaller than the Legacies when they got married.
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Originally Posted by ImperialxRat
(Post 2695874)
He probably meant we would be too big for AK management to handle the new company. Too difficult to manage things outside Seattle when that large.
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Probably because if you join a rudderless ship(JetBlue) to another rudderless ship (Alaska) you just end up with more momentum as drift onto the rocks and breakup....Essentialy what some wall st type said
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Originally Posted by Klsytakesit
(Post 2696505)
Probably because if you join a rudderless ship(JetBlue) to another rudderless ship (Alaska) you just end up with more momentum as drift onto the rocks and breakup....Essentialy what some wall st type said
All kidding aside, I still believe we will all be the last to find out via the press release if something does happen. |
Originally Posted by ImperialxRat
(Post 2695874)
He probably meant we would be too big for AK management to handle the new company. Too difficult to manage things outside Seattle when that large.
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Originally Posted by cmesoar
(Post 2696538)
I have to agree here. Although, we at JetBlue have one very strong asset. See our president, she likes to talk about our great culture, :rolleyes: but let me tell you something. We have a Potato farm in New York, BAM! Just imagine the brotherhood if we could have one in Seattle as well. Holy crap, that would be coast to coast awesomeness and the administration would not be able to resist!
But do you have secret sauce? |
Originally Posted by ImperialxRat
(Post 2696976)
But do you have secret sauce?
but we have a sweet spot and a moat! :eek: |
Hoping for a miracle at this point...
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As we’ve seen with this merger even if we buy/acquire/acquired by some other airline, it would still be 3 yrs before fully integrated and able to bid across to a Midwest/east coast base. As positive as I was, I don’t think this place is looking to merge or buy anyone else right now. On the same token I don’t think any other carrier is looking to merge/acquire with AS. The big 3 seem to be doing just fine. Hopefully we merge with jetblue or SW down the road.
Unmerged airlines: Hawaiian Spirit Frontier Allegiant Sun Country JetBlue They’re all doing fairly well as standalone carriers so would it take the next economic downturn to see more mergers? Who knows. The only constant is change. |
An Alaska/Sun Country merger makes sense. The size of the two airlines allows Alaska to keep its "hometown" culture, while integrating an identical fleet and providing an eastern hub.
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