American's Financial Analysis
10-28-2023, 11:42 AM
#42
Gets Everyday Off
Joined APC: Aug 2016
Position: Fully Retired
Posts: 7,000
10-30-2023, 08:18 AM
#46
Gets Weekends Off
Joined APC: Jan 2020
Posts: 379
Disclaimer: I am an idiot.
Us mortals can look at the "numbers" and think we know what is going on with American. The truth is we can not.
I have 160 shares of AAL at an average price of $16. This stock used to be in the 50's just 6 years ago. I saw the drop in price and bought for all the reasons everyone has posted here: largest network, sunbelt cities, debt pay down, young fleet, etc, etc. "it has to come back" always rattled around in my pea brain. There is a reason the stock is $11 and slowly dropping lower. I don't know what that reason is but the big traders do.
Am I saying AA is going Chapter 11? Nope but the smart guys think they might and the stock is priced for that. That is all I need to know.
Here are the negatives for AAL. Highest seat costs in the industry. Also look at our hubs. I read an article saying we have to fly passengers farther to get them to their destination than say UAL. IDK, remember I am an idiot so I can not explain it here but suffice it say wall street wasn't overly impressed. Say CMH-DFW-LAX or CMH-DEN-LAX, what will burn less fuel? CMH-MIA-MEX or CMH-IAH-MEX. On paper our hubs look great to me but this article was pretty critical of AA's hub layout.
With all that said: the worst and best thing to happen to AAL in the last few years was Robert Isom getting promoted to CEO and that David guy taking over operations. He has this place running way better. The next step is for Robert Isom to leave/stepdown and get someone with half a brain in as the CEO. Not impressed with our current CEO but he was an absolute train wreck for operations so thank goodness he got promoted. F up, move up!
I would love for this stock to hit $60 again!
Us mortals can look at the "numbers" and think we know what is going on with American. The truth is we can not.
I have 160 shares of AAL at an average price of $16. This stock used to be in the 50's just 6 years ago. I saw the drop in price and bought for all the reasons everyone has posted here: largest network, sunbelt cities, debt pay down, young fleet, etc, etc. "it has to come back" always rattled around in my pea brain. There is a reason the stock is $11 and slowly dropping lower. I don't know what that reason is but the big traders do.
Am I saying AA is going Chapter 11? Nope but the smart guys think they might and the stock is priced for that. That is all I need to know.
Here are the negatives for AAL. Highest seat costs in the industry. Also look at our hubs. I read an article saying we have to fly passengers farther to get them to their destination than say UAL. IDK, remember I am an idiot so I can not explain it here but suffice it say wall street wasn't overly impressed. Say CMH-DFW-LAX or CMH-DEN-LAX, what will burn less fuel? CMH-MIA-MEX or CMH-IAH-MEX. On paper our hubs look great to me but this article was pretty critical of AA's hub layout.
With all that said: the worst and best thing to happen to AAL in the last few years was Robert Isom getting promoted to CEO and that David guy taking over operations. He has this place running way better. The next step is for Robert Isom to leave/stepdown and get someone with half a brain in as the CEO. Not impressed with our current CEO but he was an absolute train wreck for operations so thank goodness he got promoted. F up, move up!
I would love for this stock to hit $60 again!
10-30-2023, 08:24 AM
#47
Clear ECAM
Joined APC: Oct 2014
Posts: 955
Disclaimer: I am an idiot.
Us mortals can look at the "numbers" and think we know what is going on with American. The truth is we can not.
I have 160 shares of AAL at an average price of $16. This stock used to be in the 50's just 6 years ago. I saw the drop in price and bought for all the reasons everyone has posted here: largest network, sunbelt cities, debt pay down, young fleet, etc, etc. "it has to come back" always rattled around in my pea brain. There is a reason the stock is $11 and slowly dropping lower. I don't know what that reason is but the big traders do.
Am I saying AA is going Chapter 11? Nope but the smart guys think they might and the stock is priced for that. That is all I need to know.
Here are the negatives for AAL. Highest seat costs in the industry. Also look at our hubs. I read an article saying we have to fly passengers farther to get them to their destination than say UAL. IDK, remember I am an idiot so I can not explain it here but suffice it say wall street wasn't overly impressed. Say CMH-DFW-LAX or CMH-DEN-LAX, what will burn less fuel? CMH-MIA-MEX or CMH-IAH-MEX. On paper our hubs look great to me but this article was pretty critical of AA's hub layout.
With all that said: the worst and best thing to happen to AAL in the last few years was Robert Isom getting promoted to CEO and that David guy taking over operations. He has this place running way better. The next step is for Robert Isom to leave/stepdown and get someone with half a brain in as the CEO. Not impressed with our current CEO but he was an absolute train wreck for operations so thank goodness he got promoted. F up, move up!
I would love for this stock to hit $60 again!
Us mortals can look at the "numbers" and think we know what is going on with American. The truth is we can not.
I have 160 shares of AAL at an average price of $16. This stock used to be in the 50's just 6 years ago. I saw the drop in price and bought for all the reasons everyone has posted here: largest network, sunbelt cities, debt pay down, young fleet, etc, etc. "it has to come back" always rattled around in my pea brain. There is a reason the stock is $11 and slowly dropping lower. I don't know what that reason is but the big traders do.
Am I saying AA is going Chapter 11? Nope but the smart guys think they might and the stock is priced for that. That is all I need to know.
Here are the negatives for AAL. Highest seat costs in the industry. Also look at our hubs. I read an article saying we have to fly passengers farther to get them to their destination than say UAL. IDK, remember I am an idiot so I can not explain it here but suffice it say wall street wasn't overly impressed. Say CMH-DFW-LAX or CMH-DEN-LAX, what will burn less fuel? CMH-MIA-MEX or CMH-IAH-MEX. On paper our hubs look great to me but this article was pretty critical of AA's hub layout.
With all that said: the worst and best thing to happen to AAL in the last few years was Robert Isom getting promoted to CEO and that David guy taking over operations. He has this place running way better. The next step is for Robert Isom to leave/stepdown and get someone with half a brain in as the CEO. Not impressed with our current CEO but he was an absolute train wreck for operations so thank goodness he got promoted. F up, move up!
I would love for this stock to hit $60 again!
10-30-2023, 09:36 AM
#48
Gets Weekends Off
Joined APC: Mar 2014
Posts: 802
Disclaimer: I am an idiot.
Us mortals can look at the "numbers" and think we know what is going on with American. The truth is we can not.
I have 160 shares of AAL at an average price of $16. This stock used to be in the 50's just 6 years ago. I saw the drop in price and bought for all the reasons everyone has posted here: largest network, sunbelt cities, debt pay down, young fleet, etc, etc. "it has to come back" always rattled around in my pea brain. There is a reason the stock is $11 and slowly dropping lower. I don't know what that reason is but the big traders do.
Am I saying AA is going Chapter 11? Nope but the smart guys think they might and the stock is priced for that. That is all I need to know.
Here are the negatives for AAL. Highest seat costs in the industry. Also look at our hubs. I read an article saying we have to fly passengers farther to get them to their destination than say UAL. IDK, remember I am an idiot so I can not explain it here but suffice it say wall street wasn't overly impressed. Say CMH-DFW-LAX or CMH-DEN-LAX, what will burn less fuel? CMH-MIA-MEX or CMH-IAH-MEX. On paper our hubs look great to me but this article was pretty critical of AA's hub layout.
With all that said: the worst and best thing to happen to AAL in the last few years was Robert Isom getting promoted to CEO and that David guy taking over operations. He has this place running way better. The next step is for Robert Isom to leave/stepdown and get someone with half a brain in as the CEO. Not impressed with our current CEO but he was an absolute train wreck for operations so thank goodness he got promoted. F up, move up!
I would love for this stock to hit $60 again!
Us mortals can look at the "numbers" and think we know what is going on with American. The truth is we can not.
I have 160 shares of AAL at an average price of $16. This stock used to be in the 50's just 6 years ago. I saw the drop in price and bought for all the reasons everyone has posted here: largest network, sunbelt cities, debt pay down, young fleet, etc, etc. "it has to come back" always rattled around in my pea brain. There is a reason the stock is $11 and slowly dropping lower. I don't know what that reason is but the big traders do.
Am I saying AA is going Chapter 11? Nope but the smart guys think they might and the stock is priced for that. That is all I need to know.
Here are the negatives for AAL. Highest seat costs in the industry. Also look at our hubs. I read an article saying we have to fly passengers farther to get them to their destination than say UAL. IDK, remember I am an idiot so I can not explain it here but suffice it say wall street wasn't overly impressed. Say CMH-DFW-LAX or CMH-DEN-LAX, what will burn less fuel? CMH-MIA-MEX or CMH-IAH-MEX. On paper our hubs look great to me but this article was pretty critical of AA's hub layout.
With all that said: the worst and best thing to happen to AAL in the last few years was Robert Isom getting promoted to CEO and that David guy taking over operations. He has this place running way better. The next step is for Robert Isom to leave/stepdown and get someone with half a brain in as the CEO. Not impressed with our current CEO but he was an absolute train wreck for operations so thank goodness he got promoted. F up, move up!
I would love for this stock to hit $60 again!
10-30-2023, 10:34 AM
#49
Gets Weekends Off
Joined APC: May 2021
Posts: 324
Disclaimer: I am an idiot.
Us mortals can look at the "numbers" and think we know what is going on with American. The truth is we can not.
I have 160 shares of AAL at an average price of $16. This stock used to be in the 50's just 6 years ago. I saw the drop in price and bought for all the reasons everyone has posted here: largest network, sunbelt cities, debt pay down, young fleet, etc, etc. "it has to come back" always rattled around in my pea brain. There is a reason the stock is $11 and slowly dropping lower. I don't know what that reason is but the big traders do.
Am I saying AA is going Chapter 11? Nope but the smart guys think they might and the stock is priced for that. That is all I need to know.
Here are the negatives for AAL. Highest seat costs in the industry. Also look at our hubs. I read an article saying we have to fly passengers farther to get them to their destination than say UAL. IDK, remember I am an idiot so I can not explain it here but suffice it say wall street wasn't overly impressed. Say CMH-DFW-LAX or CMH-DEN-LAX, what will burn less fuel? CMH-MIA-MEX or CMH-IAH-MEX. On paper our hubs look great to me but this article was pretty critical of AA's hub layout.
With all that said: the worst and best thing to happen to AAL in the last few years was Robert Isom getting promoted to CEO and that David guy taking over operations. He has this place running way better. The next step is for Robert Isom to leave/stepdown and get someone with half a brain in as the CEO. Not impressed with our current CEO but he was an absolute train wreck for operations so thank goodness he got promoted. F up, move up!
I would love for this stock to hit $60 again!
Us mortals can look at the "numbers" and think we know what is going on with American. The truth is we can not.
I have 160 shares of AAL at an average price of $16. This stock used to be in the 50's just 6 years ago. I saw the drop in price and bought for all the reasons everyone has posted here: largest network, sunbelt cities, debt pay down, young fleet, etc, etc. "it has to come back" always rattled around in my pea brain. There is a reason the stock is $11 and slowly dropping lower. I don't know what that reason is but the big traders do.
Am I saying AA is going Chapter 11? Nope but the smart guys think they might and the stock is priced for that. That is all I need to know.
Here are the negatives for AAL. Highest seat costs in the industry. Also look at our hubs. I read an article saying we have to fly passengers farther to get them to their destination than say UAL. IDK, remember I am an idiot so I can not explain it here but suffice it say wall street wasn't overly impressed. Say CMH-DFW-LAX or CMH-DEN-LAX, what will burn less fuel? CMH-MIA-MEX or CMH-IAH-MEX. On paper our hubs look great to me but this article was pretty critical of AA's hub layout.
With all that said: the worst and best thing to happen to AAL in the last few years was Robert Isom getting promoted to CEO and that David guy taking over operations. He has this place running way better. The next step is for Robert Isom to leave/stepdown and get someone with half a brain in as the CEO. Not impressed with our current CEO but he was an absolute train wreck for operations so thank goodness he got promoted. F up, move up!
I would love for this stock to hit $60 again!
Why not suggest the United route of CMH-EWR-MEX while you're at it?
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