Any "Latest & Greatest" about Delta?
thanks guys!

little healthy guy joins his 2 year old big sister who lives to have fun

little healthy guy joins his 2 year old big sister who lives to have fun
Last edited by forgot to bid; 01-27-2011 at 08:39 AM.
Gets Weekends Off
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From: DAL FO
Is there a way to swap with the pot for a trip the next day? I called scheduling and they said they can only do WS manually, but not swap a trip out with open time. Anybody been able to do this?
And CONGRATULATIONS FTB!!!
You know that 2 kids is 3 times the work, but 100% worth it.
And CONGRATULATIONS FTB!!!
You know that 2 kids is 3 times the work, but 100% worth it.
Congrats, FTB!!!
Moderator
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From: B757/767
United Continental's Report Is Deceiving
Tim Beyers - January 27, 2011
Shares of resurgent legacy carrier United Continental Holdings (NYSE: UAL) closed up more than 7% yesterday, the result of enthusiasm for an earnings report that isn't nearly as good as it looks.
And it does look good at first glance. Revenue surged 15% and adjusted earnings swung from a $0.60-per-share loss to a $0.44-per-share gain. United Continental's mainline load factor also improved a tenth of a percent to 82.7%. (Confused? Click here to get the skinny on all sorts of airline operating metrics.)
UAL also confirmed big orders with Airbus and Boeing (NYSE: BA). Despite the aircraft's well-documented problems, United Continental plans to acquire 25 of Boeing's fuel-efficient 787s. The implication? We have more than enough funding to expand and modernize our fleet, thank you very much.
Before you clap
Frankly, everything seems fine with UAL's report until you stack it up against what Delta Air Lines (NYSE: DAL) reported last week. Delta also booked a double-digit revenue gain and reversed prior-year losses in Q4. Yet its peer failed to impress the Street the way UAL has. The difference? Delta missed analyst expectations for profit.
Whether that actually means anything is debatable. Wall Street was embarrassingly low in projecting United Continental's Q4 profit, calling for just $0.23 a share. And that's not even the worst part.
(Clears throat) The aforementioned "worst part" ...
More galling is what the Street is choosing to pay attention to. I'll grant that Delta's results weren't great, but at least the carrier produced free cash flow ($52 million in the quarter, according to management's assertions).
United Continental can't make that claim. Not only did the carrier strip cash flow calculations out of its press release (a troubling change from Q3), but what little information we do have shows UAL's liquid resources dipped from $9.1 billion in the third quarter to $8.7 billion in Q4.
Something's burning at United, and it smells like cash. Should investors care? Use the comments box below to let us know what you think. You can also rate United Continental in Motley Fool CAPS.
Tim Beyers - January 27, 2011
Shares of resurgent legacy carrier United Continental Holdings (NYSE: UAL) closed up more than 7% yesterday, the result of enthusiasm for an earnings report that isn't nearly as good as it looks.
And it does look good at first glance. Revenue surged 15% and adjusted earnings swung from a $0.60-per-share loss to a $0.44-per-share gain. United Continental's mainline load factor also improved a tenth of a percent to 82.7%. (Confused? Click here to get the skinny on all sorts of airline operating metrics.)
UAL also confirmed big orders with Airbus and Boeing (NYSE: BA). Despite the aircraft's well-documented problems, United Continental plans to acquire 25 of Boeing's fuel-efficient 787s. The implication? We have more than enough funding to expand and modernize our fleet, thank you very much.
Before you clap
Frankly, everything seems fine with UAL's report until you stack it up against what Delta Air Lines (NYSE: DAL) reported last week. Delta also booked a double-digit revenue gain and reversed prior-year losses in Q4. Yet its peer failed to impress the Street the way UAL has. The difference? Delta missed analyst expectations for profit.
Whether that actually means anything is debatable. Wall Street was embarrassingly low in projecting United Continental's Q4 profit, calling for just $0.23 a share. And that's not even the worst part.
(Clears throat) The aforementioned "worst part" ...
More galling is what the Street is choosing to pay attention to. I'll grant that Delta's results weren't great, but at least the carrier produced free cash flow ($52 million in the quarter, according to management's assertions).
United Continental can't make that claim. Not only did the carrier strip cash flow calculations out of its press release (a troubling change from Q3), but what little information we do have shows UAL's liquid resources dipped from $9.1 billion in the third quarter to $8.7 billion in Q4.
Something's burning at United, and it smells like cash. Should investors care? Use the comments box below to let us know what you think. You can also rate United Continental in Motley Fool CAPS.
Last edited by johnso29; 01-27-2011 at 09:51 AM.
Need that changed in 2012 also. I don't see why we can't swap for stuff that is outside of 12 hours away from report. Wouldn't mess up the ability to cover the trip. I understand limiting us within 12 hours of report because they would burn up SC guys, but outside of 12 hours it makes no difference as far as coverage goes as long as the coverage levels allow the swap to go through.
Gets Weekends Off
Joined: Jul 2006
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From: Boeing Hearing and Ergonomics Lab Rat, Night Shift
Congrats FTB!
I can't wait to see that situation appropriate picture
Cheers
George
I can't wait to see that situation appropriate picture
Cheers
George
The check that is dated 1/26 is the "cleanup" check for merger stock that was still left in the account, it's not your paycheck. I think it is from stock that was given out to people that were not eligible then taken back. If you have a small amount due to you it will just be a payment of cash into your 401K. I got $7.90.
All this means is a couple more "early bird specials" for me and the little lady in my retirement at Del Boca Vista. Not that eating dinner at 1630 is wrong.
Gets Weekends Off
Joined: Jul 2010
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From: window seat
Keep in mind the NEO is a paper aircraft at the moment. Many doubt that Airbus has the engineering staff available to have the aircraft flying in 2016. They have several huge projects they are way behind on as we speak. Its far more likely the aircraft will slide into 2018 or later. It Boeing were to come out with a brand new aircraft shortly after 2020 they would clean Airbuses clock. Everyone would wait for the new generation. Why buy a aircraft mostly based on early eighties technology that will be outdated in a few years. That is one reason Boeing has said that the NEO does not make sense. I think you will see Boeing launch a all new aircraft before 2014 to be available around 2020.
Gets Weekends Off
Joined: Jul 2010
Posts: 12,831
Likes: 172
From: window seat
Yeah I would also like to see narrow body fleet only numbers with all training other than recurrent and upgrade backed out. That would give a much truer comparison. Yes there is a cost for training with a lot of fleet types, but there is revenue opportunity there as well and it is not a fair comparison. If DL went to a single fleet type it would have to slash it routes and revenue so this bogus MBA 101 regurgitation about how great SWA is because of one fleet type just isn't relevant in context. I bet if you isolated each fleet type (737, 320, M88) you would see significantly higher per pilot productivity.
Last edited by gloopy; 01-27-2011 at 10:41 AM. Reason: changed 747 to 737...duh
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