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  Everyone Hates Airlines, But Southwest Is Extremely Cheap

  Published: May 16, 2013

  LUVDALJBLULCCUALAAMRQ

  This is an opportunity to own LUV for 6x airplanes (capacity) per $ invested since the peak of last cycle. So the market is offering the opportunity to own six times as many airplanes (capacity) per dollar of investment. We're seeing improving industry dynamics. There's leverage to falling crude ...

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  Can Jet-Blue Possibly Create Value in the Airline Industry?

  Published: October 04, 2012

  JBLULCCLUVSAVEDALUALAAMRQAMR

  I believe jetBlue (JBLU) offers the potential to access the upside benefits of industry consolidation without many of the disadvantages of the mainline carriers, with the added benefit of offering a greatly simplified analytical challenge with fewer moving parts to consider. JBLU profitably oper...

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