JBLU $19/shr vs. LUV $14/shr

[FlyBoeingJets]

What is the market telling us with JB and SWA stock prices converging??

Buying opportunity for JB stock or a warning that the EMB-190 plan is not all it's cracked up to be? Maybe just a warning that, short term, JB growth is a little too aggressive.

Or, are investors more confident that USAir will hang on long enough to give JB a financial headache?

 

[lowecur]

What is the market telling us with JB and SWA stock prices converging??

Buying opportunity for JB stock or a warning that the EMB-190 plan is not all it's cracked up to be? Maybe just a warning that, short term, JB growth is a little too aggressive.

Or, are investors more confident that USAir will hang on long enough to give JB a financial headache?

It tells us they are both overpriced. They should be selling for 20 times next years earnings period. Once the shakeout in capacity is underway, then we will see some real earnings from both carriers. But alas, that's probably 3 or 4 years down the line.

 

[jp1030]

A major factor in how much a stock in a company sells for is the amount of dillution or shares out standing. Looking at the stock of these two companies prices alone is like comparing apples with oranges. SWA has 800 million shares outstanding, I'm not sure how many out standing shares Jet Blue has, I would guess it's less than 100 million.

JP

 

[Skank]

What is the market telling us with JB and SWA stock prices converging??

Buying opportunity for JB stock or a warning that the EMB-190 plan is not all it's cracked up to be? Maybe just a warning that, short term, JB growth is a little too aggressive.

Or, are investors more confident that USAir will hang on long enough to give JB a financial headache?

Expecting the market to "tell" you anything is like going to Vegas and waiting for God to whisper BlackJack advice in your ear. On the other hand, how is USAir going to give JBLU a headache?

 

[buttercup]

Expecting the market to "tell" you anything is like going to Vegas and waiting for God to whisper BlackJack advice in your ear. On the other hand
, how is USAir going to give JBLU a headache?

George Soros sold 3 million shares of JBLU at 69/share!! Smart money sold right after that! JBLU is a great stock to daytrade though!! I trust JBLU and their product, but there's a reason why Warren Buffet doesn"t invest in airlines!!

 

[FlyBoeingJets]

Expecting the market to "tell" you anything is like going to Vegas and waiting for God to whisper BlackJack advice in your ear. On the other hand, how is USAir going to give JBLU a headache?

JBLU will be competing against USAir and SWA bigtime when they deploy the EMB-190. The SWA threat has been constant but USAir's role in this battle has been uncertain. USAir is turning into a low cost operator with the life support given by GE capitol and will fight vigorously against SWA and JB.

The stock market may swing to extremes but their are reasons why the prices go up and down.

And yes I know SWA is a bigger company with more shares. But the trend has been a narrow range for SWA stock and a slowly declining JB stock. Unless there is some dilution going on with JB stock, somebody is turning negative on them. Could be that JB stock is finally being fairly priced.

I don't know what to make of Airtran's decline either. Airtran needs to find a good place to put all their new B737s.


I wish I had shorted JBLU at $50-60. I just knew the big investors would be cashing out.

 

[:-)]

The market is a legal way for big money to take money away from little money. Stock value makes about as much sense as Ted Kennedy made when he tried to speak about Barak Obama Osama Bin Mama. Or maybe the Rev. Jackson speaking about Hillary Rodman Clinton. Those of us commonfolk were never meant to understand the market. "ours is not to question why, ours is but to do and die"

Hobbes

 

[RJones]

FlyBoeingJets, man that Avatar is making me sick...green face with that stick through the tounge, enough already.