United Continental Holdings, Inc.

  • Strategy Execution Might Not Be Enough for This Airline

    By Dan Moskowitz - August 19, 2013 | Tickers: DAL, UAL, LCC

    Delta Air Lines (NYSE: DAL) is focused on cash flow generation, strengthening its balance sheet, and improving customer experiences. It has made progress in each one of these areas. However, one important industry trends is keeping the company’s potential on the runway.

    Strategy and execution

    Cash flow generation and balance sheet improvement were mentioned above. In 2012, Delta generated $2.5 billion in cash from operation activities, and it more »

  • DOJ Surprise Part 1: Effects on Large Carriers

    By Alexander MacLennan - August 16, 2013 | Tickers: DAL, LUV, UAL

    The biggest news in the airline industry right now is the Department of Justice’s move to block the proposed merger deal between US Airways and American Airlines parent company AMR. While most of the discussion has surrounded what the effects on US Airways and American will be, this article focuses on the effects on the other large industry players. After the news broke, shares of all carriers were down more »

  • Which Airline Is Making the Largest Strides?

    By Zain Abbas - August 15, 2013 | Tickers: ALK, LUV, UAL

    Airlines have hit their stride, with Delta Air Lines as the leader--the stock is up almost 90% since the start of the year. This has come as a surprise given that oil prices have spiked up almost 30% in the last 12 months. The main reason for strong stock performance has been the capacity discipline maintained by industry players. This has kept the margins higher and helped returns to move more »

  • The New and Improved Business Class

    By Alexander MacLennan - August 15, 2013 | Tickers: DAL, JBLU, UAL

    Business class used to be defined as larger seats, better service, and first boarding onto the plane. But changes are coming to how airlines operate business class and travelers are taking these changes lying down. Literally. Airlines are installing lie-flat business class seats in hopes of attracting the more profitable business traveler on many international and even some domestic routes. Let’s take a look at the approaches of various more »

  • DOJ Airline Lawsuit Much Ado About Nothing

    By John McKenna - August 13, 2013 | Tickers: DAL, UAL, LCC

    So much for a quick and easy airline merger.

    On August 13th, the Department of Justice surprisingly announced that it would be investigating the proposed merger between US Airways (NYSE: LCC) and American Airlines for anti-competitiveness in the industry. The news sent struggling US Airways’ stock plunging 13% in the day’s trading, a reversal from the initial bump that it received when the merger announcement was announced in more »

  • After The Bounce: How Will These Canadian Carriers React After Earnings Rallies?

    By Alexander MacLennan - August 13, 2013 | Tickers: AC.B, UAL, WJA

    All prices are given in Canadian Dollars (CAD).

    Airlines in the U.S. have enjoyed strong share price rallies over the past year, with some carriers more than doubling. Major Canadian carriers joined in this rally, but pulled back earlier this year on the back of capacity concerns and a profit warning by Canada’s largest airline. After stabilizing, shares of Air Canada (TSX: AC.B) and WestJet Airlines (TSX: WJAmore »)

  • Two Big Factors Fueling Airline Shares

    By Alexander MacLennan - August 13, 2013 | Tickers: AAMRQ.PK, DAL, UAL, LCC

    Airlines are not often thought of as a good way to make money; in fact, they have quite a reputation for doing just the opposite. But holders of airline shares have been richly rewarded if they bought at almost any point over the last year. With the airline industry being one with a long history of bankruptcies and failures, two major factors are working together to drive airline shares now more »

  • Two Airliners for the Long Haul

    By Michael Douglass - August 12, 2013 | Tickers: DAL, JBLU, UAL, LCC

    American airline firms have had several difficult years, and as a sector there is a lot of uncertainty about the future. This article will briefly analyze the general sector landscape and compare a few of the main carriers. I’m bullish about JetBlue Airways (NASDAQ: JBLU) and possibly US Airways (NYSE: LCC), although the merger with AMR adds additional uncertainty. I don’t view Delta Airlines (NYSE: DAL) and United more »

  • This Low-Cost Airline Is Poised for Growth

    By Nolan Kulbiski - August 8, 2013 | Tickers: DAL, JBLU, LUV, SAVE, UAL

    Over the past decade the airline industry has shifted from widespread losses to small but growing profits by adopting two different pricing strategies simultaneously. Economy seats are sold as stripped downed commodities along side an array of optional fees. Premium seats are treated like luxury goods with airlines competing for customer loyalty based on service and amenities.

    A Once Innovative Strategy That Hasn’t Kept Up

    Until recently JetBlue Airways more »

  • Big Airlines Are Still Attractive

    By Vladimir Zernov - August 2, 2013 | Tickers: DAL, UAL, LCC

    Airline operation is one of the toughest businesses out there. The margins are thin. The level of responsibility is enormous. Every incident gets huge media coverage and puts airlines and aircraft producers under the microscope. And yet, airline stocks have had a tremendous run this year. Delta Air Lines (NYSE: DAL) has gained a whopping 85%. United Continental (NYSE: UAL) is up 49%, while US Airways (NYSE: LCC) is up more »

  • The Best Investment Ideas From This Industry

    By Robinson Roacho - August 2, 2013 | Tickers: DAL, JBLU, UAL

    The airline industry is recovering from the lows seen in 2007 and 2008. Due to economic improvement, customers are more likely to spend cash. The consumer sentiment index is at multi-year highs. Therefore, it is a good idea to invest in the following airline stocks which present an interesting investment opportunity, or is it?

    A look at the airlines

    Delta Air Lines (NYSE: DAL) trades with a P/E of more »

  • Microsoft Too Unloved, Airlines Too Loved

    By Shmulik Karpf - July 23, 2013 | Tickers: MSFT, LUV, UAL

    On Friday, Mr. Market was down on the world's largest software company, Microsoft (NASDAQ: MSFT).

    Shares of "Mr. Softy" fell nearly 12% after it reported its fourth-quarter earnings. The company missed analysts' expectations on both earnings and revenue. Sales of its Windows software disappointed. And Microsoft took a $900 million accounting charge related to its Surface tablet.

    In contrast to Microsoft, airline companies are flying high. Shares of companies more »

  • This Airline Stock May Be Ready to Take Off

    By Daniel James - July 22, 2013 | Tickers: DAL, UAL, LCC

    For a long time, airlines were regarded by many as the black sheep of the stock market. Uncertainty surrounding labor disputes and fuel prices caused investors to shy away from the industry. Now, as many airlines have consolidated, leading to synergy benefits among other things, the industry is looking a lot more attractive. One airline in particular is trading at an absolutely rock-bottom valuation at the moment, despite fairly solid more »

  • What You Should Know About the Newly Consolidated Airline Industry

    By Damon Churchwell - July 18, 2013 | Tickers: DAL, UAL, LCC

    Although the U.S. Airways / American Airlines merger is still awaiting some regulatory agency approval, the shareholder consent of US Airways is a sign that the deal could be completed as planned during the current September quarter. If so, it will mark a significant event in the history of the airline sector, particularly the international carriers.

    Whereas five years ago there had been numerous carriers that fly internationally, each operating more »

  • The Airline Industry Is Likely to Fly Higher!

    By Robinson Roacho - July 15, 2013 | Tickers: DAL, UAL, LCC

    Rising consumer sentiment has fueled the airline industry by strengthening passenger traffic for most airlines. Delta Air Lines (NYSE: DAL) and US Airways (NYSE: LCC) offer an attractive investment prospectus and they are suited for growth-oriented portfolios. On the other hand, United Continental (NYSE: UAL) may not be a good investment at the moment for the reasons outlined below.

    Here come the numbers! They are important!

    Every month, airline carriers more »

  • Fast-Growing Spirit Airlines Remains Industry Threat and Value

    By Mark Holder - July 15, 2013 | Tickers: DAL, SAVE, UAL, LCC

    Anybody following this blog should know by now that the consolidation in the airline industry makes it investable for the first time possibly ever. The major airlines, including Delta Air Lines (NYSE: DAL), United Airlines, a subsidiary of United Continental Holdings (NYSE: UAL), and the ongoing combination of US Airways (NYSE: LCC) and American Airways have helped dramatically reduce the competition in the sector. The biggest threat to strong profits more »

  • Flying High or Low? A Take on The Airline Industry

    By Damian Illia - July 15, 2013 | Tickers: DAL, UAL, LCC

    The industry is taking its seasonal dive. Stock prices are dropping for US Airways (NYSE: LCC), Delta Air Lines (NYSE: DAL), and United Continental (NYSE: UAL). This brief essay will try to discern the future outlook for the industry, and search for the one company that's better prepared for takeoff after the low season.

    Flying high

    After merging with American Airlines, US Airways has become a true competitor for more »

  • In Search of a Reasonable Airline P/E Ratio

    By Alexander MacLennan - July 11, 2013 | Tickers: DAL, UAL, LCC

    Price to earnings ratios are one of many measures for a company’s value. Simply put, it shows how many times earnings the market is willing to pay for a stock. However a reasonable P/E ratio varies by company and by industry. A rapidly growing start-up can trade at a four-digit P/E ratio for a period of time while a company in a low growth or shrinking space more »

  • A Preview of the Next Airline Merger

    By Alexander MacLennan - July 10, 2013 | Tickers: AAMRQ.PK, UAL, LCC

    In 2008, Delta Air Lines merged with Northwest Airlines. In 2010, United Airlines merged with Continental Airlines to form United Continental Holdings (NYSE: UAL). And after over a year of on and off negotiations, two more legacy carriers appear set to merge.

    The New American Airlines

    After being the last legacy airline to file for bankruptcy, American Airlines (NASDAQOTH: AAMRQ.PK) finally threw in the towel in Nov. 2011 in an more »

  • Can Boeing Grasp This Huge Opportunity?

    By Red Chip - July 8, 2013 | Tickers: EADSY.PK, BA, UAL

    Competition between the two airplane makers, Boeing (NYSE: BA) and Airbus, owned by European Aeronautic Defence and Space Company (NASDAQOTH: EADSY.PK), has intensified over time. Airbus won the order battle at The Paris Air show, leaving Boeing behind. The upcoming Dubai Air show is expected to be held in November this year, and is being touted as one of the biggest opportunities of all time for these companies. Let’s more »

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