Airlines

  • Southwest Airlines (LUV) on Wallstrip…Best of the Worst
    Posted by on July 7th, 2008 at 7:28 am, Comments: No comments yet

    As they say in real estate…NICE House…Shitty Neighborhood. We all know I hate the airline industry. There are just too many touch points with employees [...]

  • Deep Market Thoughts…Airlines
    Posted by on April 22nd, 2008 at 3:31 pm, Comments: No comments yet

    Oil at $120, a 1,000 point plus rally in the Dow and a further imploding US Dollar keep me mostly on the sidelines. The indexes [...]

  • Airlines…Only 9 More Days of Industry Solvency Left
    Posted by on April 9th, 2008 at 10:03 pm, Comments: No comments yet

    As I blogged last Friday , the airlines are still not front page news. They need to be. In the meantime, they effortlessly drop 10 [...]

  • Airlines…Let's Get Ready for Another Bailout AND Why Southwest is the Best Run Company in The World
    Posted by on April 4th, 2008 at 9:43 pm, Comments: 1 comment

    There were a few airline bankruptcies this week that got me pulling up tickers. All turds. We are one disaster away from another massive airline [...]

  • I Like JetBlue…But…
    Posted by on December 13th, 2007 at 2:04 pm, Comments: 4 comments

    There are certain toxic industries. The biggest, baddest most toxic is the airline industry. You just need to avoid it. Those with unions are big [...]

  • Sell Everything…Buy Airline Stocks
    Posted by on August 14th, 2007 at 5:08 am, Comments: No comments yet

    NOT !

  • Airlines on Wallstrip
    Posted by on January 24th, 2007 at 12:07 am, Comments: 1 comment

    We love to hate them. Bad service, delays, peanuts, mile high club (ya right), unions, corruption, no livestock (unless its Aeroflot), no internet, no email, [...]

  • JetBlue – The verdict is in…
    Posted by on December 13th, 2006 at 1:51 am, Comments: 13 comments

    It was the gas that killed their near perfect review from me. Not the price of gas, but the gas from the 300 pounder that [...]

  • Airlines – it's gotta be the software?
    Posted by on November 15th, 2006 at 11:44 pm, Comments: No comments yet

    Yield management software is a beautiful thing! It is intensifying this up cycle in airlines. No industry benefits more from LEVERAGE than the airline industry. [...]

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