18 ordspråk av Chris Lozier

Chris Lozier

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All in all, Boeing looks to be in pretty solid shape.

If these guys want to grow, they're going to run into each other. The degree to which they do is going to hurt profitability.

It's certainly a trend. I expect to see more of it. I had never even considered the possibility of charging for aisle seats. It's definitely being taken to extremes at this point.

Every summer it's the high point and (airlines) chase passengers like crazy. The urge to chase the incremental passenger is going to be too great for many of them resist.

I think people figure they're probably safe for a while. What they should not forget is that there will be another downturn, and that's going to cause these stock prices to reverse.

A lot of those positives in the aerospace market are in there already.

I'm a little surprised they didn't raise guidance after this kind of a quarter, but I think that's probably just conservatism right now.

It's a very good strategy. It's a sizeable foothold for Boeing to acquire. I think they could really exploit it.

They do inherently become less profitable with more competition that floods in there.

I think this certainly has to make management think a lot harder about bankruptcy. I think it's definitely better than a 50-50 chance that they'll go bankrupt before the end of this year.

Are they going to be hugely profitable? No, not now because of the way fuel is. They're going to be strong enough to live to see better fuel prices and future profitability as the cycle strengthens.

Crude is up today and that contributes, but the undertone of this earnings release are a reminder that maybe in the long term things aren't going to turn great again. It's still a brutal industry to work in.

I don't think it was a clear victory for one side or the other, although I think that the Machinists could've gotten more.

The strength obviously in this quarter is in the commercial airliner business, and it's going to be that way for the next three or four years.

In a year or so, is United going to have the most competitive cost structure among the legacy carriers?

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