m*****i
发帖数: 4342 | 1 Sold 15K at 10.79-10.80, still have 20K:)
CONG, every one!
LCC SELL Processing XEA0A1B20101020 9100 $10.79
$98,187.34 1:15:13 PM 10/20/2010 10/25/2010
LCC SELL Processing XEA0A1B20101020 3200 $10.79
$34,520.41 1:15:13 PM 10/20/2010 10/25/2010
LCC SELL Processing XZB74C620101020 300 $10.80 $
3,239.94 1:10:44 PM 10/20/2010 10/25/2010
LCC SELL Processing XZB74C620101020 ... 阅读全帖 |
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o********e
发帖数: 894 | 2 sorry, based on predicted future
首先， 分析使预计lcc 下季度开始营利，今年 1。78， 明年 2。30 (yahoo)
这个是静收入， 将所有 payment 和 debt exclude 乐。
然后， lcc 是破产重组公司， labor cost 在 airline 里是 low end
最后， lcc 是 merge 的最好 target， 给投资人 extra hope
综上所述， lcc 是 strong buy at this price level
我很后悔买太少了 |
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s*****l
发帖数: 1265 | 3 我怎么觉得航空现在上涨很乏力呢？
最近LCC和UAUA两家是业绩比较好的。LCC ER出来的当天，量大但价没有上去，表明原
先套住的supply被吸收掉了，在新的价位形成了支撑，是好事情。但接下来一周，开始
是缩量上涨，最近的四天就是横盘做顶，位置就在前一个高位附近。
从形态上看，我觉得LCC现在是在做双顶，颈线在8块附近。但短期内9.5附近的支撑比
较强。
大盘有点像个头肩底的突破形态。但下周以宏观经济消息为主，估计负面居多，还难以
突破1120的阻力。
愿意冒险的可以short一下LCC，止损设在11.60附近。 |
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c******e
发帖数: 1581 | 4 这两个的区别是size不同。LCC有300多飞机，JBLU只有100多点。这个行业非常tough。
JBLU提高
margin有限，LCC可通过merger扩大规模。JBLU这个季度missed estimates, negative.
人不看好JBLU。我持LCC, AER, FAA. |
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c******e
发帖数: 1581 | 5 前几周，everyone down的时候，就它up, 原因有三：
1. Less exposure to Europe;
前段欧洲危机，对LCC影响小。
2. No oil hedge;
其它airlines hedge oil，oil 价低，对LCC有利。
3. Merger play.
AMR 有merger压力，是唯一候选。
今天欧洲危机恐惧减轻，oil突破$80大关，对LCC不利。
我炒airline sector多年，准备写个东东。分4部分：
1. 运营环境
2. 历史发展
3. 近期情况
4. 操作策略
如果感兴趣，请回一下，欢迎问题和评论，我可写的有针对性。 |
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w*****n
发帖数: 310 | 6 好象因为AMR的油价hedge是在85，lcc不hedge油价.所以大盘不好的时候(油价低)lcc的
表现好于AMR;大盘好的时候(油价高)AMR的表现好于lcc. |
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Y**N
发帖数: 2628 | 7 昨天@9.95近了400 LCC; @11.53进了400 DAL. 今早基本在最低价10.60出了全部LCC,
DAL 全部留着了。现在到好，少赚了200。
LCC 涨这么多什么原因？DAL不是也表现很好吗？ |
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p**8
发帖数: 3883 | 8 再进航空。
///
Tue Aug 02 11:56:12 2011 Buy *0 DAL Sep 17 '11 $7 Call Executed @ $0.91
Tue Aug 02 12:39:50 2011 Buy *0 LCC Sep 17 '11 $5 Call Executed @ $0.95
///
上周五和昨天没卖的朋友不要怪我没提醒。
（我上周五开始卖）
///
发信人: p838 (挣钱快乐！), 信区: Stock
标 题: Re: bought LCC @ 6.02
发信站: BBS 未名空间站 (Fri Jul 29 15:46:30 2011, 美东)
sold 1/3 LCC. |
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l******2
发帖数: 5522 | 9 LCC的负债率高达6800%， 简直就是在给债权人打工。我老赖小学三年纪的文化水平都
知道LCC不能碰， 版上如有出自名校的ID买了LCC， 我只能说你读的书加起来不如董文
华的一条卫生巾 |
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L*******n
发帖数: 3169 | 10 当心lcc被收购
一种可能是tpg出钱，联手amr收购lcc，这样对amr，对lcc，对tpg都好
当然这事情不会现在发生，至少半年以后，等amr该裁的裁掉，该赖的赖掉 |
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p**8
发帖数: 3883 | 11 发信人: p838 (挣钱快乐！), 信区: Stockcafeteria
标 题: Re: shorted LCC @9.19 --- LCC可以取利了!
发信站: BBS 未名空间站 (Tue Feb 21 10:45:46 2012, 美东)
我已经说了“LCC可以取利了!”，以后的事就跟我无关。
我这次去意已决。我想对我所发的贴都做个了结，以免误导。 |
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p**8
发帖数: 3883 | 12 发信人: p838 (挣钱快乐！), 信区: Stockcafeteria
标 题: Re: shorted LCC @9.19 --- LCC可以取利了!
发信站: BBS 未名空间站 (Fri Feb 24 23:37:07 2012, 美东)
今天收盘前，我把LCC的空仓关了。
秋月回来时，我给大家发包子庆祝。
祝大家一起发财！ |
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i***e
发帖数: 3219 | 13 今天吃完饭时日尚早，骑车出去溜达，一口气从家门口骑到Lisa Fall up in the
Little Cottonwood Canyon, 2.5 miles beyond the mouth of LCC. Still going
strong at that point, but it's getting dark, so had to turn back. 看来LCC也
不过如此，信心大增，我认为我可以一口气骑到Snowbird了。上次那个谁不是要一同骑
车去Snowbird吗？啥时候在LCC谷口集合啊？ |
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f**********g
发帖数: 2252 | 14 Sold CVO yesterday and bot back today @5.4. :)
Target 5.5, 6, Stop 5.15
Bot LCC @9.8, target 11, 12, stop lost 9.3.
Both Midterm play. Be careful today. OE.
Top 5 Companies in the Commercial Printing Industry With the Highest Upside Potential (CVO, INWK, DLX, DMC, RRD)
Wednesday 10/13/2010 6:14 AM ET - Comtex Smartrend(r)
Related Companies
Symbol Last %Chg
CVO 5.37 1.13%
As of 9:55 AM ET 10/15/10
Below are the top five companies in the Commercial Printing industry as measured by the potential ga... 阅读全帖 |
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h*******i
发帖数: 123 | 16 这也叫hedge？
LCC和ATVI的correlation很小吧
到时候LCC继续涨，ATVI再disappoint一下... |
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y****i
发帖数: 1504 | 17 那得看你啥时候买的lcc了，俺的lcc才刚出水。 |
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c**2
发帖数: 8496 | 18 air plane is not very strong today compared to other sectors. But then it
didn't fall as much in last two weeks either, compared to 20% drop of some
other sectors in past 2 weeks.
When I bought AMR in March, AMR=9.x LCC=6.x,
now end of May AMR=7.7, LCC=8.7 what a mistake. |
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k********n
发帖数: 18523 | 19 uptrend for AMR at least. LCC is a trade for topic..
now rumor about AMR & LCC merge is on fire.. |
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T*********s
发帖数: 17839 | 20 发信人: briny (深海游鱼), 信区: Stock
标 题: Re: LCC 又创新高了
发信站: BBS 未名空间站 (Fri Jun 11 14:28:53 2010, 美东)
Be careful right now, cause I starts to short LCC, heihei |
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c****2
发帖数: 1076 | 21 Yes, Yes ... last time 跟油工大牛, I bought at $6.5 sold at $8.25 ... bought
back again $6.3 ...still hold. bought DAL and LCC too.
Good profit on LCC today |
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a****p
发帖数: 6155 | 22 faint, do u expect LCC surges 60% one day?
Compared with the loser AMR, LCC is holy bull. |
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z*********z
发帖数: 163 | 23 回.
不过欧洲问题的时候，LCC没怎么逃过吧？
今天2点左右一个新闻报道LCC股价突破2年之高，之后引发一大批Sell，我怎么觉得还
有其他原因。油价今天一早就涨了，时间上好像不太稳和。 |
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m*****i
发帖数: 4342 | 24 CONG!
Bought 15K more one hour ago at 9.12.
LCC BUY Processing XNDA54020101012 12100 $9.12 $
110,352.00 11:09:59 AM 10/12/2010 10/15/2010
LCC BUY Processing XNDA54020101012 2900 $9.12 $
26,455.00 11:09:58 AM 10/12/2010 10/15/2010 |
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f**********g
发帖数: 2252 | 25 US Airways Swings To Profit As Key Revenue Metric Recovers
9 minutes ago - Dow Jones News
Related Companies
Symbol Last %Chg
LCC 10.59 4.96%
As of 9:35 AM ET 10/20/10
DOW JONES NEWSWIRES
US Airways Group Inc. (LCC) swung to a third-quarter profit as a key revenue
metric bounced back, lifting the top line.
Shares were up 4.3% at $10.52 in recent premarket trading as earnings beat
analysts' estimates. The stock has more than doubled this year.
The airline, which operates a mostly domestic network,... 阅读全帖 |
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h****d
发帖数: 1420 | 26 大牛的LCC还留着吗？准备啥价位出？
发信人: minncai (minncai), 信区: Stock
标 题: Re: What's wrong with LCC?
发信站: BBS 未名空间站 (Thu Nov 4 11:28:18 2010, 美东)
Oil is going up not good for airline in genera |
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k********n
发帖数: 18523 | 27
amr is much more an international player compared with LCC and LUV, and even
more than DAL and UAL...
Amr recently announced partnership with South America, Canada, Japan, China,
as well as Europe major airlines....
The American Eagle division will become a spin-off to cut the cost...
We just need patience on AMR.
By the way, AMR hedged jet fuel at 2.53 USD per Gallon, compared with non-hedged 3.05 USD per Gallon LCC paid. |
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Y**N
发帖数: 2628 | 28 If we pay patience on AMR, LCC and DAl, so what?
这几个股我都有仓位，希望听听版牛的意见。^_^
even
China,
hedged 3.05 USD per Gallon LCC paid. |
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k****r
发帖数: 5335 | 29 但是lcc不hedge油价跌起来的时候比amr可跌得狠,我在amr上赚了一点,在lcc上亏了大头
,哭死 |
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p**8
发帖数: 3883 | 30 发信人: p838 (挣钱快乐！), 信区: Chinook
标 题: shorted LCC @9.19
发信站: BBS 未名空间站 (Thu Feb 2 11:10:31 2012, 美东)
Thu Feb 02 11:07:22 2012 Sell Short *000 LCC Executed @ $9.19 |
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p**8
发帖数: 3883 | 31 发信人: p838 (挣钱快乐！), 信区: Stockcafeteria
标 题: Re: shorted LCC @9.19
发信站: BBS 未名空间站 (Tue Feb 21 10:04:49 2012, 美东)
LCC可以取利了! |
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p**8
发帖数: 3883 | 32 发信人: p838 (挣钱快乐！), 信区: Stockcafeteria
标 题: Re: shorted LCC @9.19 --- LCC可以取利了!
发信站: BBS 未名空间站 (Sat Feb 25 19:44:55 2012, 美东)
看样子，周五关仓是对的。
做石油有关的，要小心了。
////
As crude oil prices reached a nine-month high on concerns about Iran’s
nuclear program, Saudi Arabia has increased its crude exports, and the U.S.
is pondering releasing oil from its Strategic Petroleum Reserve, according
to media reports Saturday. |
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p**8
发帖数: 3883 | 33 发信人: p838 (挣钱快乐！), 信区: Stockcafeteria
标 题: Re: shorted LCC @9.19 --- LCC可以取利了! 做石油有关的，要
发信站: BBS 未名空间站 (Wed Feb 29 18:10:56 2012, 美东)
如果你好好看一看油价的图，你也可以看出。
Good Luck! |
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S*****s
发帖数: 2290 | 34 AMR和LCC的合并受到反垄断调查，bloomberg新闻出来那会，LCC暴跌10%，DAL在9%左右
。没抢到呀！ |
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m*****y
发帖数: 3981 | 35 AAMRQ LCC 合并 已经确认了？
为何LCC 不能trade? 难道一开盘，就直接gap up 暴涨？ |
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n******r
发帖数: 410 | 36 发现LCC今天变成AAL了，但我short了不少LCC这个月的option （call and put）。这
部分option会怎么处理啊？发现没有交易啊？谢谢指教！ |
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b*********z
发帖数: 1817 | 37 世界第一大的航空公司正式合并成功 LCC + AAMRQ = AAL
大家说说，原 LCC or AAMRQ 持有者 股价会如何变？ |
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p**8
发帖数: 3883 | 38 发信人: p838 (挣钱快乐！), 信区: Chinook
标 题: shorted LCC @9.19
发信站: BBS 未名空间站 (Thu Feb 2 11:10:31 2012, 美东)
Thu Feb 02 11:07:22 2012 Sell Short *000 LCC Executed @ $9.19 |
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p**8
发帖数: 3883 | 39 发信人: p838 (挣钱快乐！), 信区: Chinook
标 题: shorted LCC @9.19
发信站: BBS 未名空间站 (Thu Feb 2 11:10:31 2012, 美东)
Thu Feb 02 11:07:22 2012 Sell Short *000 LCC Executed @ $9.19 |
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f**********g
发帖数: 2252 | 41 I think LCC ER will beat and I will hold.
But for safe reason, do not bet ER. YMYD
US Airways Third Quarter Financial Conference Call to Be Webcast
TEMPE, Ariz.--(BUSINESS WIRE)-- US Airways Group, Inc. (NYSE:LCC - News)
will conduct a live audio webcast of its third quarter 2010 financial
results conference call with the financial community on Wednesday, Oct. 20,
at 1:00 p.m. EDT (10:00 a.m. PDT).
The webcast will be available to the public on a listen-only basis at the
company’s website, www.u... 阅读全帖 |
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f**********g
发帖数: 2252 | 42 US Airways Swings To Profit As Key Revenue Metric Recovers
9 minutes ago - Dow Jones News
Related Companies
Symbol Last %Chg
LCC 10.59 4.96%
As of 9:35 AM ET 10/20/10
DOW JONES NEWSWIRES
US Airways Group Inc. (LCC) swung to a third-quarter profit as a key revenue
metric bounced back, lifting the top line.
Shares were up 4.3% at $10.52 in recent premarket trading as earnings beat
analysts' estimates. The stock has more than doubled this year.
The airline, which operates a mostly domestic network,... 阅读全帖 |
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p*****0
发帖数: 3104 | 45 lcc is one of my favorites |
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b******u
发帖数: 3215 | 46 lcc 下周 肯定大涨，这么熊的鸟市 都涨了，下周能不涨么》？ |
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i********y
发帖数: 2263 | 47 short 1000 LCC @5.98
and hedge with long 500 ATVI @10.02 |
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X*F
发帖数: 47 | 49 之前两天看着下来点,一阵窃喜, 平推的单都准备好了, 结果风云突变...
这架势就怕不喘气了, 今天lcc都跌了, uaua还在涨.这趋势很吓人. |
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b****p
发帖数: 88 | 50 LCC, 从gain变成了loss。
是不是得割了？ |
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