Early this morning a suspicious set of chaps rolled into my cul de sac, entering my domain at alarming speeds. At first glance I figured it was merely the NSA or some arm of the Grande Recursive Order of the Knights of the Lambda Calculus coming to pay me a visit. But then I noticed they all looked like rap stars, effectively ruling out the former. It’s a good thing my windshield was frozen solid with ice. Normal people simply scrape it off with little plastic tools, but not me. I had a giant fucking Rambo knife out, chiseling away at that shit, wearing a black ski hat and beard. The rappers in the car probably figured I got to the house first, killed its inhabitants, and was now killing the windshield. Upon seeing me, they quickly did a U-turn and made their escape.
Now regarding my favorite sector, the airlines, let’s have a look, shall we?
Oil is completely fucked up. The easy money has been made in oil. You’d be wise to follow my lead and reduce exposure. At the same time, airlines offer a unique play on a booming travel environment and windfall thanks to cheaper crude. Without getting into the details of who’s hedged and who’s not, I am going to toss out some airline ideas based solely on the numbers, courtesy of The PPT.
Largest cap: AAL
Cheapest p/s: SKYW
Lowest p/e: RJET
Best performing YTD: ALGT
Worst performing YTD: GOL
Most Shorted: JBLU
Best fundamentals: CPA
Best Technicals (time sensitive): AAL
Highest Revenue Growth: AAL
Highest Earnings Growth: ALK
Most Revenue: AAL
HA
The Fly chipping ice off a windshield??!? What, no garage?
my wife enjoys a garaged car, but with the snowblower and all the other shit in there, its not functional for me to put my SUV in there so scrape I must………gun to your head – best play for the week?
My garage is one giant closet
Best play: AAL
target?
Not setting one yet
Couldn’t agree more with your call here.
i enjoy automobiles too much to leave them parked outside over night. Garage is a must, sir.
They’re just a form of transportation.
Just a bunch of Princeton fellas looking for the dorms.
The only time my garage is used for it’s intended purpose is when a hurricane comes a blow’n.
Put all the crap from the yard in there:-)
I know you put the car in there but I have taken the car and parked it to block flying debris from hitting the house. Insurance will take care of the car. House too but the occupants not as much. If we ever have another CAT 5 I’m outta here.
I hear you but I live in Orlando area and we will never get the winds you will have (I grew up in SW Miami).
When a Betsy (’65) or Andrew (’93?) type comes lower the pool by a few inches and throw the outside furniture in.
Anyway, nothing will matter if a direct hit of an Andrew comes again. It will be all gone except the looters.
Any thoughts on CRR, Fly? I’m a Houston boy.
Crr is losing share to sand. Stick with emes or slca.
I own nice cars. But I couldn’t care less about them. The cars stay outside the garage and that’s that.
PSA loves pack rats
Your old favorite XON a monster lately.
Boss Fly-
Being from California and not all that familiar with New Jersey, I imagine your house to be like Tony Soprano’s.
Have you lost interest in VA Gina?
FYI FLY…pelican room auto-refresh issues again
NDRM here ??
Fly any fundie thoughts on holy $TRN.(aside from getting bushwacked) Am holding calls from 30.
Greece! Greece! When are you updating the Greece situation?
Fly don’t be alarmed. That was just me and my buddies, The Madison Avenue Rod, Gun, Bloody Mary and Labrador Retriever Benevolent Association disguised as rappers.
We’ve been out trolling Kayne West wannabe’s and other Hollywood types with the Grammy’s and Oscars and whatnot going on lately. Having a ball running up on the sidewalk like Kayne and grabbing shit while spouting racial epithets, vulgarities and insults to their manhood/womanhood ….or whatever….as the case may be.
You should try it sometime! It’s great relaxation and more fun than a bathtub full of otters.
Be aware though that sometimes you actually have to grab their junk to find out if you’re messing with a man or a woman……..
The “tweeners” are a tough call and more of them than one would think.
Till we meat again!
)pun intended(