Wed, Aug 20, 2014, 4:10 AM EDT - U.S. Markets open in 5 hrs 20 mins

Recent

% | $
Quotes you view appear here for quick access.

US Airways Group, Inc. Message Board

cavalier2015 1165 posts  |  Last Activity: 8 hours ago Member since: Nov 5, 2012
SortNewest  |  Oldest  |  Highest Rated Expand all messages
  • cavalier2015 cavalier2015 8 hours ago Flag

    Agree that if limited to the one tanker and not a fleet wide issue that should not be material event..hope and likely a one off news event that will be on Tradewinds for a few days and be gone.

  • cavalier2015 cavalier2015 8 hours ago Flag

    USCG spokesman says he “doesn't know” whether the agency intends to take further action but confirmed it’s not uncommon to see operators of tonnage cited for Marpol violations subjected to heightened scrutiny in the wake of a US detention.

    I read that to mean drys will be subject to increased scrutiny due to the violation...that said imo from what little I know on this matter, seems this would not have a material impact on drys especially if is specific to the one tanker and not entire fleet...just bad PR

  • cavalier2015 cavalier2015 8 hours ago Flag

    PPS trading down a little on news and volume fairly heavy...hopefully Audio or someone in industry will comment on significance of apparent violation. Hope GE/drys are not playing games with oil waste to save money...

  • Airlines: Seasonal Patterns Say Buy
    .

    By Ben Levisohn

    Morgan Stanley’s John Godyn and team think carriers like American Airlines (AAL), Delta Air Lines (DAL) and United Continental (UAL) will repeat their seasonal pattern of “bottoming in the late-summer and rallying though the end of the year.” He explains why:

    AP

    Much like the drivers of fall rallies, the sources of summer volatility are very specific to each year. In fact, this year summer weakness has been a combination of (A) decelerating PRASM growth trends, (B) elevated geopolitical risk, and (C) cycle peaking concerns with an emphasis on the threat of accelerating capacity growth. For our part, we’ve argued that volatility will ultimately represent a buying opportunity given each of these factors is somewhat temporary…

    We’ve said it before – and we’ll say it again – we believe that we’re in an airline bull market which has more room to run. We firmly believe industry structure has improved enough to meaningfully amplify both the length and magnitude of the current cycle vs. prior cycles barring an outright macro shock. After all, we are experiencing the most disciplined cyclical capacity rebound amid the most concentrated industry structure in the history of the industry since deregulation. Therefore, it should come as no surprise that we forecast the best margins the industry has seen since deregulation as well – a modeling view that puts us significantly above consensus across many airlines in 2015, in particular OW-rated American Airlines, Delta Air Lines, United Continental, & Spirit Airlines (SAVE).

  • cavalier2015 cavalier2015 12 hours ago Flag

    Will likely be trading at 10-12 PE imo within a year...

  • Reply to

    Back In Black

    by cavalier2015 21 hours ago
    cavalier2015 cavalier2015 12 hours ago Flag

    I started to but as pps declined I stopped, huge mistake. bdi was not reported for a couple weeks and that was unexpected by me..and ended up rates were tanking last week or two of the year and into the new year.And drys announced resumption of atm raise on I believe 12-23 after the market closed which dropped pps from 4.70 to 4.30..r. I also wanted to sell at BOY because I already had some big short term gains/taxes on aal which I should not have sold...the horror

  • cavalier2015 cavalier2015 17 hours ago Flag

    May be part of reason drys up today with flat bdi...

  • Reply to

    Back In Black

    by cavalier2015 21 hours ago
    cavalier2015 cavalier2015 17 hours ago Flag

    Yes, bag of big long term gains in few months...

  • Reply to

    Back In Black

    by cavalier2015 21 hours ago
    cavalier2015 cavalier2015 18 hours ago Flag

    Havent made any money yet but hope to going forward...missed ringing the register end of last year when had big one month gain, big op missed, thought bdi would start the year strong instead it tanked over xmas/nyear holidays when no bdi reported....got bit greedy and ended up with little/no gains....good luck

  • cavalier2015 by cavalier2015 21 hours ago Flag

    At 3.40..which should happen this week.. Long wait, made poor decision to add shares at Spring high of 4.10 which I expect we will exceed within a month..

    Sentiment: Strong Buy

  • cavalier2015 cavalier2015 22 hours ago Flag

    Agree about dec 3.50 , been buying jan 3.00 and own jan 3.50..

  • cavalier2015 by cavalier2015 Aug 18, 2014 7:22 PM Flag

    Coal cargoes surge

    Industry forecasters are keeping a close eye on the panamax segment yet again this week on the heels of an encouraging rebound that caught some by surprise.

    Many believe the winning streak will continue in the days to come.

    Many believe the winning streak will continue in the days to come.
    .

    Day rates for tonnage trading in the spot market continued to gain traction Monday and many are hopeful levels will surpass today’s $6,659 average.

    In a note to clients an analyst at Commodore Research attributed the rally seen last week to a surge in demand for bulkers to export thermal coal to India.

    Jeffrey Landsberg said 16 vessels cashed in on the action, which represents a level of activity that has not been seen in the spot market since March of 2013.

    “Indian power plant coal stockpiles remain at critically low levels, while electricity demand in Indian remains robust,” he added before pointing out that stockpiles at Indian power plants now stand at roughly 9.5 million tons.

    Landsberg claims current levels are “extremely low” since the total recorded today is approximately 40% lower than figures published at the start of 2014 and 58% less than 13 million tons stockpiled this time last year.

    “Hydropower production in India also remains relatively low, and a very weak monsoon season this year has caused hydropower production to see no year-on-year growth last month,” the forecaster continued, adding:

    “Overall, thermal coal-derived electricity production is continuing to surge in India and is leading do an even greater demand for thermal coal imports. A surge in vessels have been chartered to haul thermal coal to India during the past few days as a result.

    “This has most affected the panamax market, and has contributed to panamax rates increasing by 10% today. A small amount of capes have also been chartered to ship thermal coal to India, so the increase in Indian thermal coal import demand is helping the capesize market as well.”
    .

    D

  • Reply to

    PAST IS PROLOGUE ?

    by cavalier2015 Aug 13, 2014 8:05 PM
    cavalier2015 cavalier2015 Aug 18, 2014 5:26 PM Flag

    Today disappointing but odds are we see 4$ by September imo...bought more jan 3$ calls today and added shares.. I can easily see pps popping 20-30c a day once market comfortable with bdi and/or positive orig news, drys debt news.

    Sentiment: Strong Buy

  • cavalier2015 cavalier2015 Aug 18, 2014 5:20 PM Flag

    Hope continues , I have some shares at 1.50 cost. IMO can pop up to 2-3$ if bdi keeps climbing especially handies but this is mostly a spec play with day traders imo. Time to buy was in 40's a couple weeks ago..I added at 50...

  • Reply to

    Scott Trade posted my Dividend

    by fletchgg Aug 18, 2014 10:00 AM
    cavalier2015 cavalier2015 Aug 18, 2014 2:20 PM Flag

    The juice is good...

  • cavalier2015 cavalier2015 Aug 18, 2014 8:23 AM Flag

    How about this for a reason to sell:

    Intercept Pharmaceuticals (NASDAQ:ICPT) Insider Daniel Paul Regan sold 8,124 shares of the company’s stock in a transaction dated Tuesday, August 12th. The shares were sold at an average price of $325.70, for a total value of $2,645,986.80. Following the completion of the sale, the insider now directly owns 1,410 shares in the company, valued at approximately $459,237. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this link.

  • cavalier2015 cavalier2015 Aug 18, 2014 7:25 AM Flag

    Haha, missed that in the PR...if only

  • cavalier2015 cavalier2015 Aug 18, 2014 6:04 AM Flag

    So why did an insider sell almost all his shares last Tuesday the day after the supposedly great FLINT data? This appears to be a clear cut bailout imo...

    Intercept Pharmaceuticals (NASDAQ:ICPT) Insider Daniel Paul Regan sold 8,124 shares of the company’s stock in a transaction dated Tuesday, August 12th. The shares were sold at an average price of $325.70, for a total value of $2,645,986.80. Following the completion of the sale, the insider now directly owns 1,410 shares in the company, valued at approximately $459,237. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this link.

  • Reply to

    Come Monday - AAL could take off.

    by erict7019 Aug 15, 2014 5:13 PM
    cavalier2015 cavalier2015 Aug 15, 2014 7:36 PM Flag

    Agree..Ukraine main reason..

  • cavalier2015 cavalier2015 Aug 15, 2014 5:10 PM Flag

    Agree that Ukraine is the big Gorilla in room...don't see Putin walking away fron the east but could still cut some type of deal imo.

Trending Tickers

i
Trending Tickers features significant U.S. stocks showing the most dramatic increase in user interest in Yahoo Finance in the previous hour over historic norms. The list is limited to those equities which trade at least 100,000 shares on an average day and have a market cap of more than $300 million.