Airline Pilot Central Forums - Any "Latest & Greatest" about Delta?

Carl,

Welcome back! Although we don't always agree 100% its great to have you back. Like most of the posts on here - even if I don't agree with the poster - I can usually learn something, and am often better off for it.

Scoop :)

Ditto! Precisely.

dalad

02-11-2013 11:49 PM

Quote:

Originally Posted by Columbia (Post 1350617)

Didn't you also say to short DAL a couple of weeks ago at 14?

I did say that. I still think the stock is too high. AMR/LCC is going to be bigger with a market cap about 1B less.

80ktsClamp

02-12-2013 12:21 AM

It's 0420 and a baby is stirring. Do you know where your Clamp is?

http://cdn.memegenerator.net/instanc...x/27073840.jpg

Sink r8

02-12-2013 02:18 AM

Quote:

Originally Posted by dalad (Post 1350701)

I did say that. I still think the stock is too high. AMR/LCC is going to be bigger with a market cap about 1B less.

UCAL is already bigger, and 3.5 B less. Do we have to go down, do they have to come up, or could it be that each stock is traded based upon the particular circumstances of the respective company.

Right now, AMR-LCC only looks great on paper. Mix in people and planes, and customers, and IT integration, and let's see where that takes them.

Avgwhitemale

02-12-2013 03:20 AM

I had the craziest dream last night. I was sleeping in my lush recliner in the basement of LGA. I dreamed DAL was hiring 40+ per month. We had 787 deliveries and the retirement wall was filled with retirement photos! Bob (if you've slept in the belly of the beast you know who I am talking about) the janitor slammed the door open and flipped on the lights. Back to reality...

SailorJerry

02-12-2013 04:19 AM

Quote:

Originally Posted by buzzpat (Post 1350656)

Do you????

I'm happy with what we got. I don't need them.

Columbia

02-12-2013 04:24 AM

Quote:

Originally Posted by dalad (Post 1350701)

I did say that. I still think the stock is too high. AMR/LCC is going to be bigger with a market cap about 1B less.

I hope you realize that company size (planes/people) doesn't define market cap. Simply saying AMR/LCC will have 20% more planes/people means a 20% higher market cap (for example) is not sound financial logic.

DeadHead

02-12-2013 04:27 AM

Quote:

Originally Posted by SailorJerry (Post 1350735)

I'm happy with what we got. I don't need them.

Not really an answer to Buzz's question.

The question wasn't were you happy with what we got?
Or do you need them?

dalad

02-12-2013 04:31 AM

Quote:

Originally Posted by Columbia (Post 1350738)

I couldn't agree more. I usually don't trade airline stocks, except on four occasions. I bought calls in NWA before the merger announcement, in Airtran, before their merger announcement, and shares in HA thinking we were going to buy them out. Now I'm long the LCC 13 calls to see what happens this week. It could all fall apart. I mostly trade futures ETF's and ETN's. I short VXX and UVXY, and am currently long XIV and SVXY. I have been in and out of corn and nat gas as well.

boog123

02-12-2013 04:49 AM

Quote:

Originally Posted by Sink r8 (Post 1350707)

Right now, AMR-LCC only looks great on paper. Mix in people and planes, and customers, and IT integration, and let's see where that takes them.

You guys crack me up. Sometimes it's "Southwest is lost, gonna start going downhill, Lost it's way". Then, "AMR is going to liquidate, judge is going to impose contract, We are getting MIA and JFK". "UAL/CAL is a mess, just wait".

I think the focus should be a little more on your own pay/QOL vs hoping other airlines do poorly

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