I hope so. Can't fathom the stock falling any
more. HOwever, if there is nothing behind the ads, the
frustration will continue.
Any comments from UAL
employees? Are there any structural changes being
implemented? After the latest labor negotiations, are folks
optimistic looking forward?
ah, at least a question I won't get wrong! (as
opposed to finding out where the bottom of this market
Note that I was a dependent on my Dad's pass, and
haven't flown on that for a dozen years. However,
priority was always given by hire date.
I hear you. I feel stupid. I made
a huge chunk of change last year by shorting! This
year, I though I would cast my lost with beaten down
stocks in hot areas. I am getting murdered!! Look at my
list of winners (it seems to grow every day): MOT, LU,
VSH, CMTN, RFMD, WCOM, TXN, INTC. Hell, I even lost on
GP! ANd yes, I had a few shares of IBM.
combined with giving a fortune to UNcle Sam in April, I
have lost enough to send me back to last summer.
Stupid, stupid, stupid,...
Yeah, I trying to stick with quality that has
been whcked. Add BOL and HON to that mix, but ain't
You know what really gets me is
(a) I didn't pay attention to the value trap and (b)
I knew there would be tons of tax selling this
fall. I just did not expect MY stocks (a familiar
story, I am sure) to get obliterated. I thought all the
dotcoms would go to zero and the ultra high-flyers, like
PMCS, JNPR, SEBL, RBAK, CIEN, and AMCC would come back
to earth. Instead, they turned out to be
safe-havens!! Go figure!
Look. My holding in CMTN just
took another whack. Geez! When it rains it pours!
I am either going to take my daughters and teach
them how to howl at the moon or I will be celbrating
the great investments I have made. One thing is for
sure. I am totally uncertain as to the
Best of luck!
Yet I am still getting killed. Man, I am down 10
points on 500 shares. If that were my l=only loss I'd be
okay. However, my positions on MOT, WCOM, and LU are
driving me to the poorhouse. So much for picking low P.E.
stocks in hot industries. Makes me feel
My holdings in KEM, ESIO, LSI, and TER are also
Very humbling, and deservedly so.
UAL vs. LUV
Market cap: UAL $1.9B LUV
Cash Holdings: UAL $1.16B vs. LUV $0.636B
Value: UAL $106.12/sh vs. LUV $6.00/sh
P.E.: UAL N/A
Debt/Equity: UAL 0.82 LUV
Forgetting the bumbling and woes of recent weeks, why isn't
UAL either a screaming buy or a solid hold?? Once
October's gloom lifts, will UAL start a slow rise up??
Having grown up in a United family, I am no doubt biased
in favor of the company (yes, one of the few still
around!) and my investing discipline has been compromised.
However, UAL seems like such a relative bargain, that I am
curious as to why the market treats the company as
worthless, esp. relative to its peers.
Wow, Mr. Grubman,. You are a genius. My pet monkey could have made a better call. And he just needs to be greased up now and then.
SSB must be proud to have such a stellar prognosticator.
Otherwise, we are about as low as seems possible.
I have no position, but will consider one once this
stock flattens out a bit.
Still. It is
incredibel that with all the bad news and shocking decrease
in estimated 2001 earnings, this puppy trades at
forward P/E? of 6!
.50 to .54 for a $20 stock in these market
conditions? Not bad at all.
With IBM set to introduce
new mainframes, CA is well-positioned to kick but.
The new blood at the top will help to, the cEO knows
CA has a golden opportunity to rebuild confidence in
There are a slew of undervalued stocks. Some of
ROK, BOL, VSH, KEM, LSI, CA,
WCOM, MMM, HON, PHG, UAL, DD, IP, and GP
that are attractive: MOT, LU, T, ESIO, ASYT,
also like CMTN, RFMD, TQNT, UIS, CTXS among others at
All are cheap by 99% of metrics.
Tried to catch a falling knife. Bought in at 70,
55, 40, 37, 35, and 33. Thank goodness I was not
Next buying will be done at 30. Still mystifies at how
folks could continue to buy ADBE, SEBL, BRCM, BRCD, and
Below $30, this puppy is a takeover
Can you believe it?!. SOmebody is loving it and
somebosy is going to wake up hurting!!
here. But just a friendly reminder not to be careless
with market orders or random assignment to various
Avg position is at 39+. As painful as this is,
the more it falls, the easier I can sleep knowing I
cna accumluate at lower prices. CMTN is now near its
IPO price and market cap is quite reasonable at under
$2 billion. Provided the sell off isn;t due to some
nasty buttF**ing of shareholders, I think we'll do
great looking forward.
The real worry should be
with the holders of PMCS, JNPR, CIEN, AMCC, EMC, and
SEBL. These "bullet-proofed" stocks have yet to come
down to earth and offer little growth relative to
As for me, Mr. COnservative, RIsk-Reward
guy, I'll keep adding ever so patiently to my
positions in CMTN, LSI, LU, WCOM, DT, UAL, DD, BOL, AA, GP,
PHG, CMB, VSH, F, HON, MMM, ROK, KEM, MAT, UIS, NOVL,
and MOT. All have been beaten down to recession
levels. All have nice PEG ratios. All look good to great
on a risk-reward profile.
Best of all, I can
Instead of maligning him, you should be thankful
that at least one Wall Street analyst had the balls to
make the call well in advance.
You must be a
high school or college kid. If you need help, then go
see a shrink.
Ouch!! should have held on to part of your holdins. Your pain will be huge if the stock recovers. If you had 1000 shares, best to hold to 200+, that way you get something back.