49 ordspråk av Jim Corridore
Jim Corridore
If you as legacy carrier are losing billions of dollars and your partner is making hundreds of millions of dollars obviously there's a disconnect that needs to be addressed.
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If you lock in hedges here at $60 a barrel and prices go much lower, you are obviously doubling your pain.
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It certainly seems like Northwest is determined to prepare for the eventuality,
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It's a huge step for the company today.
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It's a minor positive. Most of the positive impact of this on the stocks has already been discounted.
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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,
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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.
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It's the leverage of surprise for the legacy carriers. Everyone was expecting another horrible year, oil prices were climbing.
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Labor is taking control of the plane, flying the entire company, and management is sitting there waiting.
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Obviously oil backing down a little today allows investors to focus more on the relatively strong earnings performances last week.
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Oil prices were already very bad, this new rise is going to make it very rough. The airline industry will see pretty high losses in the third quarter.
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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.
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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.
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The fact that they were profitable excluding items in their seasonally weakest quarter was very encouraging for the rest of the year. Obviously we're entering what's going to be a pretty strong summer travel season.
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The momentum of the stocks themselves is attracting attention.
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