Any "Latest & Greatest" about Delta?

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02-11-2013, 08:00 PM

#122511

ImTumbleweed

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Joined APC: Aug 2007

Posts: 328

Quote:

Originally Posted by Scoop

Carl,

Welcome back! Although we don't always agree 100% its great to have you back. Like most of the posts on here - even if I don't agree with the poster - I can usually learn something, and am often better off for it.

Scoop

As a lurker I agree.

Welcome back Carl!

I like to hear both sides to the story. And I'm better off hearing both. So thanks.

02-11-2013, 08:40 PM

#122512

buzzpat

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Joined APC: Feb 2008

Position: Urban chicken rancher.

Posts: 6,070

Quote:

Originally Posted by Scoop

Ditto! Precisely.

02-11-2013, 11:49 PM

#122513

dalad

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Joined APC: Nov 2009

Position: C560XL/XLS/XLS+

Posts: 1,278

Quote:

Originally Posted by Columbia

Didn't you also say to short DAL a couple of weeks ago at 14?

I did say that. I still think the stock is too high. AMR/LCC is going to be bigger with a market cap about 1B less.

02-12-2013, 12:21 AM

#122514

80ktsClamp

Da Hudge

Joined APC: Oct 2006

Position: Poodle Whisperer

Posts: 17,473

It's 0420 and a baby is stirring. Do you know where your Clamp is?

02-12-2013, 02:18 AM

#122515

Sink r8

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Joined APC: Jun 2009

Posts: 5,113

Quote:

Originally Posted by dalad

I did say that. I still think the stock is too high. AMR/LCC is going to be bigger with a market cap about 1B less.

UCAL is already bigger, and 3.5 B less. Do we have to go down, do they have to come up, or could it be that each stock is traded based upon the particular circumstances of the respective company.

Right now, AMR-LCC only looks great on paper. Mix in people and planes, and customers, and IT integration, and let's see where that takes them.

02-12-2013, 03:20 AM

#122516

Avgwhitemale

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Joined APC: Feb 2010

Position: NYC 320B

Posts: 271

I had the craziest dream last night. I was sleeping in my lush recliner in the basement of LGA. I dreamed DAL was hiring 40+ per month. We had 787 deliveries and the retirement wall was filled with retirement photos! Bob (if you've slept in the belly of the beast you know who I am talking about) the janitor slammed the door open and flipped on the lights. Back to reality...

02-12-2013, 04:19 AM

#122517

SailorJerry

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Joined APC: Feb 2012

Position: A big one that looks like a little one

Posts: 633

Quote:

Originally Posted by buzzpat

Do you????

I'm happy with what we got. I don't need them.

02-12-2013, 04:24 AM

#122518

Columbia

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Joined APC: Aug 2010

Posts: 2,530

Quote:

Originally Posted by dalad

I did say that. I still think the stock is too high. AMR/LCC is going to be bigger with a market cap about 1B less.

I hope you realize that company size (planes/people) doesn't define market cap. Simply saying AMR/LCC will have 20% more planes/people means a 20% higher market cap (for example) is not sound financial logic.

02-12-2013, 04:27 AM

#122519

DeadHead

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Joined APC: Mar 2008

Posts: 2,919

Quote:

Originally Posted by SailorJerry

I'm happy with what we got. I don't need them.

Not really an answer to Buzz's question.

The question wasn't were you happy with what we got?
Or do you need them?

02-12-2013, 04:31 AM

#122520

dalad

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Joined APC: Nov 2009

Position: C560XL/XLS/XLS+

Posts: 1,278

Quote:

Originally Posted by Columbia

I couldn't agree more. I usually don't trade airline stocks, except on four occasions. I bought calls in NWA before the merger announcement, in Airtran, before their merger announcement, and shares in HA thinking we were going to buy them out. Now I'm long the LCC 13 calls to see what happens this week. It could all fall apart. I mostly trade futures ETF's and ETN's. I short VXX and UVXY, and am currently long XIV and SVXY. I have been in and out of corn and nat gas as well.