Any "Latest & Greatest" about Delta?
01-27-2010, 12:28 PM
Gets Weekends Off
Joined APC: Feb 2007
Position: 765-A
Posts: 6,844
Yeah. I think it's important for people not to be afraid to post their views on here. There is nothing worse than "chilled speech."
01-27-2010, 12:29 PM
Can't abide NAI
Joined APC: Jun 2007
Position: Douglas Aerospace post production Flight Test & Work Around Engineering bulletin dissembler
Posts: 12,038
I understand institutional selling once the "good news" has been released (as has happened with Apple today). But how Delta stock doubled in value while we sustained serious drops in revenue and a loss does surprise me.
I've not understood the market since mid 2007 and it makes no more sense to me today. How are buyers evaluating stocks?
01-27-2010, 12:33 PM
Da Hudge
Joined APC: Oct 2006
Position: Poodle Whisperer
Posts: 17,473
01-27-2010, 12:38 PM
veut gagner à la loterie
Joined APC: Apr 2008
Position: Light Chop
Posts: 23,286
New, I think he is toying with us now.
But because of your bravery I am no longer too ashamed to admit I have no clue either. I have a problem. I am not smart and I am irresponsible. I go to Bar's website and its no better. Its like Bar facts and figures and there is no airline vodoo economics for dumbies. 80 is right. Really, we need Bar to post and then somewhere in the conversations that follow it might get dumbed down enough or the conversation will change.
LOL new!
But because of your bravery I am no longer too ashamed to admit I have no clue either. I have a problem. I am not smart and I am irresponsible. I go to Bar's website and its no better. Its like Bar facts and figures and there is no airline vodoo economics for dumbies. 80 is right. Really, we need Bar to post and then somewhere in the conversations that follow it might get dumbed down enough or the conversation will change.
I don't understand half the stuff acl or Bar ever say. It's like they are teaching a class I didn't do the assigned reading for. So, when they talk about debt service load factor cap market value thingamajigs, I am just thankful that I know how to fly and take their word for it.
Perfect example in the above post:
I don't even know what I'm supposed to be mad about.
Perfect example in the above post:
I don't even know what I'm supposed to be mad about.
01-27-2010, 12:40 PM
Can't abide NAI
Joined APC: Jun 2007
Position: Douglas Aerospace post production Flight Test & Work Around Engineering bulletin dissembler
Posts: 12,038
Having thought the same thing before, there are two choices. Climb in a hole and close the bunker door, or keep on running. It is harder to hit a moving target.
---
FTB:
I'm a hack. Slowplay and ACL do research. I just read public sources and report what is already out there.
01-27-2010, 12:56 PM
veut gagner à la loterie
Joined APC: Apr 2008
Position: Light Chop
Posts: 23,286
UAL and AirTran topped their estimates and their shares fell. Delta comes in below estimates and our shares rise on happy talk.
I understand institutional selling once the "good news" has been released (as has happened with Apple today). But how Delta stock doubled in value while we sustained serious drops in revenue and a loss does surprise me.
I've not understood the market since mid 2007 and it makes no more sense to me today. How are buyers evaluating stocks?
I understand institutional selling once the "good news" has been released (as has happened with Apple today). But how Delta stock doubled in value while we sustained serious drops in revenue and a loss does surprise me.
I've not understood the market since mid 2007 and it makes no more sense to me today. How are buyers evaluating stocks?
Maybe, its because AirTran looks flat. There is no upswing with them. They eek out a profit but they have nothing of value for the long term, kind of like a guy who has a job and makes money.
Meanwhile Delta comes across as the guy who has taken out the student loans, who has invested his time studying and network, who has been agressive and made the right friendships and now has what it takes in terms of assets and size for a major upswing. And looking back in 2009 we made more money then we spent but of course we lost on our investments and bets but we're where we want to be and right now the thing we cannot control, the market, is improving.
And everyone is gravitating towards us.
Thats my guess.
01-27-2010, 01:00 PM
Gets Weekends Off
Joined APC: Aug 2007
Position: undefined
Posts: 328
Speaking of the 767 training, you guys should see the talk going on in LAN about this:
Airport officials: Plane circling Lansing is part of training exercise | lansingstatejournal.com | Lansing State Journal
Be sure to read the comments!
Nu
Airport officials: Plane circling Lansing is part of training exercise | lansingstatejournal.com | Lansing State Journal
Be sure to read the comments!
Nu
01-27-2010, 01:22 PM
Gets Weekends Off
Joined APC: Nov 2009
Position: 764 FO
Posts: 228
01-27-2010, 01:36 PM
Happy to be here
Joined APC: Jun 2006
Position: A-320A
Posts: 18,563
New,
What Bar is doing is taking what I stated a few steps farther, but putting a polish on it I sometimes lack.
What he is stating is that NWA the airline was in a contraction mode long before, during and after the merger. As he points out those are the facts. DAL on the other hand has only shrunk due to the economy. The trend line (Q) is in a relatively linear line in the negative trend. English: you were shrinking, and are continuing to shrink. That is it no voodoo there, just Form 41 data.
Do not let Bar fool you, I am always impressed when I talk to him. Eloquent, well versed, and except for his fear towards the end of this year, we agree on a great many things.
What Bar is doing is taking what I stated a few steps farther, but putting a polish on it I sometimes lack.
What he is stating is that NWA the airline was in a contraction mode long before, during and after the merger. As he points out those are the facts. DAL on the other hand has only shrunk due to the economy. The trend line (Q) is in a relatively linear line in the negative trend. English: you were shrinking, and are continuing to shrink. That is it no voodoo there, just Form 41 data.
Do not let Bar fool you, I am always impressed when I talk to him. Eloquent, well versed, and except for his fear towards the end of this year, we agree on a great many things.
01-27-2010, 01:38 PM
Happy to be here
Joined APC: Jun 2006
Position: A-320A
Posts: 18,563
Some of those connecting the dots have finished the big picture and think it is a black and white image of themselves framed by a targeting reticule.
Having thought the same thing before, there are two choices. Climb in a hole and close the bunker door, or keep on running. It is harder to hit a moving target.
---
FTB:
I'm a hack. Slowplay and ACL do research. I just read public sources and report what is already out there.
Having thought the same thing before, there are two choices. Climb in a hole and close the bunker door, or keep on running. It is harder to hit a moving target.
---
FTB:
I'm a hack. Slowplay and ACL do research. I just read public sources and report what is already out there.
I assume you mean a targeting reticule like this.....
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