to be featured on Mad Money would be good for the stock and I know cramer likes HA, unfortunately no one talks about HA
And the biggest pattern I have seen for HA, is when Zacks downgrades HA to a 4, this stock starts rocketing higher. I wish I had a chart to show you, but it has done this like the last 4 or 5 times that I have noticed!
If I remember right, I heard Korean had more comfortable seating. I don't think any of the other US airlines are better, I heard American comfort is terrible. With earnings coming out, this seems like a dumb topic.
The only minus in Tuesday's earnings is the lower Yen. The Yen didn't start to fall until after first week of august. This is 3 weeks at the end of earnings quarter.
Since oil was falling all the quarter, which usually equals more completion from competitors and lower ticket prices. Since the fallen yen hit at a good time, they wouldn't have to lower ticket prices which means maybe the weakening yen would be less of a factor.
Think about it, September is when the school children go back to school to and when less demand for Hawaiian tickets in the US, and this is also when tickets probably get a bit cheaper to.
2 day rally in airline transportation stocks. A lot of them up 6 to 10 percent. We manage just over a percentage point.
Last 2 quarters we where best of bread in earnings in the sector, and this quarter everything looks much better than last 2 quarters.
Where is the guy from CNBC who recommended us for your first trade Monday twice this year.
I think todays today earnings will bold well with us. They had LF issues and one time items in their earnings, and still came up over expectations.
I think HA is going to blow away earnings, and by this time next week, the Ebola fears wil be subsiding.
Tomorrow will give us clues to how this cheap oil will effect airline earnings. Delta is probably the least beneficiary of the cheap oil in airline transportation stocks. It owns it own oil refinery, which probably isn't a good thing with the cheap oil. But anyway, it should offer clues how the other airline transportation stock will react to cheap oil for earnings.
I think we are going have to wait till earnings to get our big pop.
down a lot, but not many other airlines are down way more in the last week. I don't see how this big fall with oil prices as they are. Oil is biggest cost of airlnes, and it is down more than 20 percent. AAL now has a four p/e.
Weak Yen and Low Oil will cross each other out. No one really knows what kind of hedging they have for each. I tried to look it up online but couldn't find anything.
HA earned 69 cents a quarter last year. That leaves us with 2 scenarios that are in are favor.
1) Load factors are up 2 percent from last year which hasn't been recalculated into any earnings projection by any analysis, as the estimates are still the same as last quarter and have never been revised.
2) Ticket prices are quite a bit higher than last year Hawaiian vacation. I would guess this probably has been factored in the equation, as earnings have been higher the last 2 quarters.
This is a rough calculation, but since HA is expected to earn 600 million this quarter, and 2 percent of this is 12 million extra earnings.
I think on the low end of the earnings spectrum, we will still be close to a buck in earnings.