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Cedar Fair, L.P. Message Board

reeshau 3 posts  |  Last Activity: May 12, 2016 4:36 PM Member since: Oct 22, 2004
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  • Reply to

    Am I missing something??

    by jwhoupt May 12, 2016 10:28 AM
    reeshau reeshau May 12, 2016 4:36 PM Flag

    Also, don't forget that AL is just now passing 5 years as a public company. (April 19, actually) If you know the industry, you know it does not matter. But if you are just screening for ideas, or if you have bylaws that limit investment in young companies, then AL may not make your radar. Passing these checklist milestones should also broaden interest.

  • Reply to

    Reversing My Short

    by caoyoshikawa Apr 22, 2016 11:23 AM
    reeshau reeshau May 9, 2016 10:49 AM Flag

    Private jet leases? While I wouldn't say no, I doubt these would be large for AL. They just sold their ATR fleet; I doubt they will add a new, small jet type typical of private jets--they are not liquid enough. So, you would have to judge the size of the market for private 737's, A320, or larger. Which is very small.

    Right sentiment, wrong reason. I would much rather buy AL for the reasons management has already said: moving into new model types (A350, A320 NEO, 777X), opportunities to buy slots from ailing South American and Russian airlines, and incremental demand as global passenger growth continues to be robust. (forecast at 7% this year)

  • Reply to

    ugly news story

    by ralphbove Mar 15, 2016 9:34 AM
    reeshau reeshau Mar 17, 2016 9:19 AM Flag

    The company regularly publishes its collection rates in its quarterly earnings. There is a vast difference in rates between private medical insurance and other categories. This is not the only area where Medicare patients don't cover the cost of providing care, although they are relatively good!

    Commercial Private Insurance: about 75%
    Government Sponsored Insurance: about 25%
    Medicare: About 15%
    Medicaid: Under 10%
    Uninsured: Under 5%

    So, if Air Methods needs to cover its costs, and does not refuse service based on creditworthiness, then someone has to pick up the 95% of costs that the Uninsured don't cover. That becomes the price.

    It seems to me that ABC News is looking to make Air Methods into the next Valeant. Maybe they should go after emergency rooms next, where the same economics apply.

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