going down big here
Someone orders a $1000 computer and they sell it for $1050 and it is dropped shipped. The report $1050 revenue when it should be $50.
True revenue if you look at it like a computer company like google is minus cost of sales, minus warehousing and minus marketing. That works out to 9 billion in revenue. 10 time multiplier and its market cap is 90 billion
Been a long term rumor that southwest is flying to Hawaii. Nope. The problem the other airlines face is Hawaiian has a lot of cash, nice planes and loyal customers. That is why they are seldom challeneged
Looks like its what I call an anticipation selloff. Too many waiting for good news,. we will probably dip a couple more weeks than come back strong. Apple and Disney do this all the time
I think it is really how much they lost on hedging. That is what kills profits every q. They said they were changing strategies. Hope so. This fuel hedging worked once for Southwest but otherwise has been a big loser for all airlines. Fuel costs should be down, we have been in the 2.90 range all Q. If they did not blow a lot on hedging the profits should be strong
There are no more shorts, just wannabe shorts. Real shorts have been dead a couple years. Having said that I do havea small short on amazon. A little insurance
Lot of people have been begging for a pullback, but bottom line is there is no better place to put your money, combined with cash exploding. Do not see this as a long term trend
It is still very cheap, ALK sells for 2x gross profit. HA is at .75 gross profit. There is no reason HA can not triple
Every time a regular sells it goes up. Have you noticed that. I will hold but am concerned. But holy crud. I am so far ahead now I can deal with it
We bumped because United issued some good numbers, but here is the crazy part. United is by far the worst airline based on most metrics including CASM, but based on revenue or gross profit, we are still lagging far behind United. and should be at 16 minimum..
We still have a long way up, buckle your seat belts.