Jim Corridore
Jim Corridore
airlines area attract cannot customers major move response
For a new start-up, you cannot underestimate the competitive response of one of the major airlines if you try to move into their area and attract customers by discounting.
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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.
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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.
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I would be extremely surprised if what the unions came up with was enough to keep United out of bankruptcy. Typically these unions have a lot of animosity with each other. I don't hold out a lot of hope.
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.
asking carriers equity fair government guarantee high price reason
The reason that UAL and other carriers haven't done it (seek guarantees) yet is the government is asking a fair and high price for the guarantee -- an equity stake,
hurt impact oil prices
It's not so much the storm's impact on operations. It's the storm's impact on oil prices that will really hurt the airlines.