Originally Posted by
vanillabean
Down 3.89% on Friday, it appears. Not buying the dip?
Of course my dilemma is when to get back into stocks. We dropped from 80% of the portfolio to 10% a few weeks ago.
I don't think it's at the valley yet, so we are waiting.
Originally Posted by
GUWonder
I started going short MSTR around the 1 year election anniversary. Doing the same with SAS wouldn’t make any sense to me. But going long SAS seems more akin to picking a loser in the industry than picking a winner, unless there are winds of change in play that make airlines acquisitive in a way that they don’t seem to be even now and something drastically changes with SAS.
Swedish business air travel may turn out to be even slower to recover than business air travel in other markets. That could be a problem for which SAS has no good solution.
The pandemic has made Mr's employer realized that some travel was unnecessary since they did it online without issues. I'm sure they are not the only one that reduce corporate travels. If SAS is focus on leisure travel, they can't complete on price with DY and Ryanair. There is no free meal on SAS GO, only free tea and coffee, with their HBO fares, what's the difference between them and those LCCs for regular travellers? Their long haul Plus may attract some more willing to pay customers but if it's priced too high, some might look for other Y+ products from other airlines such as LH.