Jim Corridore
Jim Corridore
obviously stay throws
If we get back into the $70s and stay there it obviously throws our model.
backing earnings focus investors last obviously oil relatively strong today
Obviously oil backing down a little today allows investors to focus more on the relatively strong earnings performances last week.
entering fact items obviously profitable quarter rest strong summer travel weakest
The fact that they were profitable excluding items in their seasonally weakest quarter was very encouraging for the rest of the year. Obviously we're entering what's going to be a pretty strong summer travel season.
billions disconnect dollars legacy losing millions needs obviously partner
If you as legacy carrier are losing billions of dollars and your partner is making hundreds of millions of dollars obviously there's a disconnect that needs to be addressed.
barrel doubling lock obviously prices
If you lock in hedges here at $60 a barrel and prices go much lower, you are obviously doubling your pain.
air bankruptcy carriers costs cutting demand good holiday job obviously oil season stayed travel
Carriers that stayed out of bankruptcy have done a good job of cutting their controllable costs -- oil is obviously not one of them -- and demand for air travel has been very strong. The holiday season has been good for them.
accept choice company hikes lifted month percent slightly stock strike survive today united wage
The stock is up slightly today as the uncertainty of strike is lifted from the company. United really had no choice but to accept the PEB findings. They couldn't survive a month with a strike. But guaranteeing 37 percent wage hikes is only going to weaken a company that is already weak.
eventually mechanical remains run seen strike whether
The strike couldn't be going any better for them. That's not to say they can keep this up for weeks. It remains to be seen whether they will eventually run into some kind of mechanical problems.
gains might poor seen stocks time tough
The time to get into these stocks is when things are still poor .We've already seen that. More gains might be tough to come by.
full help improvement margin rising
We think that a full and rising backlog and margin improvement should help Boeing do better than its forecast.
biggest bucket certainly costs dip face government helping labor level loan might willing
That would certainly go a long way to helping the company. Labor costs are the biggest bucket they can attack. The government might be more willing to help with this level of cuts. Even with DIP financing, they're going to face a liquidity problem. They could use those loan guarantees.
biggest bucket certainly costs dip face government helping labor level loan might willing
That would certainly go a long way to helping the company, ... Labor costs are the biggest bucket they can attack. The government might be more willing to help with this level of cuts. Even with DIP financing, they're going to face a liquidity problem. They could use those loan guarantees.
airline gulf high industry losses oil third trouble
With the trouble in the Gulf oil refineries, the airline industry will see pretty high losses in the third quarter,
advantage airline bankruptcy couple file maybe might next
But the airline might file sooner, maybe in the next couple of months, to take advantage of the more lenient bankruptcy laws.