Any "Latest & Greatest" about Delta?
09-14-2011 | 08:42 AM
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From: A-320A
What, investment advice now? I still have my DAL options too, but had I sold them and bought AAPL or AMZN with the proceeds, it would be worth far more... It actually might not even be too late for that, because the Jan 12 $450 calls on AAPL are at $9.20 which tells me that the big money bets are thinking AAPL has lots of room to run still... The put/call spread on AMZN is amazing, and the stock has done little lately either way... there's money to make there too...
I love this stuff. I wish we had an investment club here...
Do your own due diligence, this is not a recommendation to purchase or sell any security or option you may or may not own...
I love this stuff. I wish we had an investment club here...
Do your own due diligence, this is not a recommendation to purchase or sell any security or option you may or may not own...
I agree with your assessment, but unless someone has a brokerage link account they cannot do what you suggest. (BTW I suggest everyone deal with the hassle of setting it up) Personally I do not of my market plays outside of my DAL retirement.
I have not played AAPL in the last six months but have a few hundred shares of AMZN. I generally go after stocks that are worth a lot less, and buy more shares.
09-14-2011 | 08:45 AM
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Our EPS last year put the stock in the 30 dollar range. Wall Street is finally starting to realize that airlines have found a way to make money no matter what fuel is. As soon as they realize they will make money with labor costs rising the stock will take off.
Our current price as well as the entire sectors, is basically indicative of a no confidence vote. When the companies prove that they actually can turn a profit quarter over quarter, the stock will react in kind.
Our current price as well as the entire sectors, is basically indicative of a no confidence vote. When the companies prove that they actually can turn a profit quarter over quarter, the stock will react in kind.
But dont they often adjust the numbers to suit thier need when reporting profit, like taking one time stock adjustments for revaluation, or paying down debt to still show losses, while actually making gains?
With contract impending in 2012, what incentive do they have to actually report profits correctly? And does that not drive the price of the stock at least short term when the quarterlies are reported? I think the upside is good, but not for at least 5 years...post contract to about 20 ish range. Of course its all a guess, my crystal ball is in the shop right now for repairs. ...... Although I am still in with stock from the merger so far.
09-14-2011 | 08:48 AM
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From: A-320A
But dont they often adjust the numbers to suit thier need when reporting profit, like taking one time stock adjustments for revaluation, or paying down debt to still show losses, while actually making gains?
With contract impending in 2012, what incentive do they have to actually report profits correctly? And does that not drive the price of the stock at least short term when the quarterlies are reported? I think the upside is good, but not for at least 5 years...post contract to about 20 ish range. Of course its all a guess, my crystal ball is in the shop right now for repairs. ...... Although I am still in with stock as of yet.
With contract impending in 2012, what incentive do they have to actually report profits correctly? And does that not drive the price of the stock at least short term when the quarterlies are reported? I think the upside is good, but not for at least 5 years...post contract to about 20 ish range. Of course its all a guess, my crystal ball is in the shop right now for repairs. ...... Although I am still in with stock as of yet.
Most Wall Street Investors, and pilots a like are smart enough to read a 8K and 10K filing. There is a significant difference between operational profit and total P and L. If they pay down debt, and that lowers our total profit or drops the actual bottom line in to the red for a quarter, wall street will look at the operational profit to see what the business is really doing. Both numbers matter. Our profit sharing is off of operational not total for a reason. All of those GAAP costs are backed out.
09-14-2011 | 08:54 AM
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From: 767er Captain
Ah, not really more a jab at Uncle Ferd.
I agree with your assessment, but unless someone has a brokerage link account they cannot do what you suggest. (BTW I suggest everyone deal with the hassle of setting it up) Personally I do not of my market plays outside of my DAL retirement.
I have not played AAPL in the last six months but have a few hundred shares of AMZN. I generally go after stocks that are worth a lot less, and buy more shares.
I agree with your assessment, but unless someone has a brokerage link account they cannot do what you suggest. (BTW I suggest everyone deal with the hassle of setting it up) Personally I do not of my market plays outside of my DAL retirement.
I have not played AAPL in the last six months but have a few hundred shares of AMZN. I generally go after stocks that are worth a lot less, and buy more shares.
09-14-2011 | 08:55 AM
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From: A-320A
09-14-2011 | 08:56 AM
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From: 747-400 Captain
What was intersting was what Ed didn't say...
They don't need to order more -new- airplanes, if instead they plan to buy another airline, or some 'used' airplanes.
Oh, and what about all the capacity pull down talk?
I'm thinking we really don't want to see the next AE (or more likely, A MD).
They don't need to order more -new- airplanes, if instead they plan to buy another airline, or some 'used' airplanes.
Oh, and what about all the capacity pull down talk?
I'm thinking we really don't want to see the next AE (or more likely, A MD).
Carl
09-14-2011 | 09:04 AM
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Off the current topic, but can you use your positive bank to add to your RSV guarantee? Never been on RSV before.
09-14-2011 | 09:05 AM
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From: 747-400 Captain
Thanks Scambo,
Good points. I was thinking about $10 but I think you're right about $12.50ish. Hadn't thought about the auto sell order, I need to look at the website closer. But no, I think I've got other places to put the money (beer and bad coffee) vs holding out for $18 again.
Good points. I was thinking about $10 but I think you're right about $12.50ish. Hadn't thought about the auto sell order, I need to look at the website closer. But no, I think I've got other places to put the money (beer and bad coffee) vs holding out for $18 again.
Carl
09-14-2011 | 09:06 AM
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From: 767er Captain
09-14-2011 | 09:07 AM
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From: 747-400 Captain
Careful with those. If its a bad day and the sell order is triggered, who knows what the market price will be when your trade is executed. Stocks typically go down a lot faster than they go up.
As well informed as you are, you would better be able to handle that trade manually and get out prior to the dip. I bet market orders have cost me $50,000 over the years.
As well informed as you are, you would better be able to handle that trade manually and get out prior to the dip. I bet market orders have cost me $50,000 over the years.
Carl
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