What drives Air Canada's stock price?
Aug 1, 2017, 2:30 pm
#286
Join Date: Jan 2017
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I'm wondering why the bad margin. Broad strokes.
Are the a320(+/-1) all old and needing a super high level maintenance? And this quarter they lucked out not needing parts? Or have they been aircraft-of-theseus's, so all new, except for the airframe proper?
Or just a attribute of a big country and with more small outports domestic and internationally, with a still a larger (but low population) central core, than just about anyone else?
Are the a320(+/-1) all old and needing a super high level maintenance? And this quarter they lucked out not needing parts? Or have they been aircraft-of-theseus's, so all new, except for the airframe proper?
Or just a attribute of a big country and with more small outports domestic and internationally, with a still a larger (but low population) central core, than just about anyone else?
Aug 1, 2017, 6:39 pm
#287
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Air Canada management must be laughing at us Flyertalkers.
Planes are full, company's making money, stockholders are happy (and thus corporate employees in the ivory tower are also happy).
Win win for everyone, except for us.
Joke's on us then.
Planes are full, company's making money, stockholders are happy (and thus corporate employees in the ivory tower are also happy).
Win win for everyone, except for us.
Joke's on us then.
Aug 1, 2017, 8:22 pm
#288
Join Date: Sep 2005
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If you also hold 10,000 common shares of Air Canada stocks, most of the dollars you put on flying Air Canada are likely back to your pocket, and everything works out just fine.
Aug 1, 2017, 9:08 pm
#290
Join Date: Sep 2014
Location: sqrt(-united states of apologist)
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Nice.
That's probably as close to lotto as you can get in the finance word.
Actual respect for being 100% truthful and honest about your investment strategy ^
So here's my free advice. Take it fwiw (ie. just a random FT post).
There is a lot of merit in the concerns that many express with regards to the long term outlook of the airline. It is undeniable that the environment may soon shift and be even more hostile to the airline industry than it has been in the last couple of years; a huge downwards pressure on revenue and uptick in cost could quickly flip the script for many carriers.
Nevertheless, don't forget that just like "good waves" never last, "down waves" can also be toughed out. Just look at the Canadian housing market. I know more than one financier and economist with half a brain that had some serious doubt we'd make it through even 2013. Yet here we are with an interest rate hike and major GDP growth figures.
As much as there are nut jobs out there, you will also find many great thinkers and problems solvers that set up contingency plans that save the ship when the storm rips the sail.
The worse someone could do in a situation like this one (the current AC stock rise), is assume that AC is run by the same team that drove the corp/crown corp to the bring of bankruptcy. It would be as foolish to think that "AC is bound to .... up" as it is to think that "AC is full of superstars that will raise the stock to $50/share".
But then again... the market can be irrational... and for a very long time. Sometimes long enough to convince me I'm wrong, just to find out I joined the laggards.
Oh. And as for your investment. Don't forget AC has a largely paid for (correct me if I'm wrong) A320 fleet that can be parked tomorrow, and delivery of the 737-max scheduled mostly for 2019.
Enjoy.
That's probably as close to lotto as you can get in the finance word.
Actual respect for being 100% truthful and honest about your investment strategy ^
So here's my free advice. Take it fwiw (ie. just a random FT post).
There is a lot of merit in the concerns that many express with regards to the long term outlook of the airline. It is undeniable that the environment may soon shift and be even more hostile to the airline industry than it has been in the last couple of years; a huge downwards pressure on revenue and uptick in cost could quickly flip the script for many carriers.
Nevertheless, don't forget that just like "good waves" never last, "down waves" can also be toughed out. Just look at the Canadian housing market. I know more than one financier and economist with half a brain that had some serious doubt we'd make it through even 2013. Yet here we are with an interest rate hike and major GDP growth figures.
As much as there are nut jobs out there, you will also find many great thinkers and problems solvers that set up contingency plans that save the ship when the storm rips the sail.
The worse someone could do in a situation like this one (the current AC stock rise), is assume that AC is run by the same team that drove the corp/crown corp to the bring of bankruptcy. It would be as foolish to think that "AC is bound to .... up" as it is to think that "AC is full of superstars that will raise the stock to $50/share".
But then again... the market can be irrational... and for a very long time. Sometimes long enough to convince me I'm wrong, just to find out I joined the laggards.
Oh. And as for your investment. Don't forget AC has a largely paid for (correct me if I'm wrong) A320 fleet that can be parked tomorrow, and delivery of the 737-max scheduled mostly for 2019.
Enjoy.
Aug 1, 2017, 11:53 pm
#291
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Join Date: Sep 2012
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Aug 2, 2017, 5:07 am
#292
Join Date: May 2016
Posts: 2,494
Nice.
That's probably as close to lotto as you can get in the finance word.
Actual respect for being 100% truthful and honest about your investment strategy ^
So here's my free advice. Take it fwiw (ie. just a random FT post).
There is a lot of merit in the concerns that many express with regards to the long term outlook of the airline. It is undeniable that the environment may soon shift and be even more hostile to the airline industry than it has been in the last couple of years; a huge downwards pressure on revenue and uptick in cost could quickly flip the script for many carriers.
Nevertheless, don't forget that just like "good waves" never last, "down waves" can also be toughed out. Just look at the Canadian housing market. I know more than one financier and economist with half a brain that had some serious doubt we'd make it through even 2013. Yet here we are with an interest rate hike and major GDP growth figures.
As much as there are nut jobs out there, you will also find many great thinkers and problems solvers that set up contingency plans that save the ship when the storm rips the sail.
The worse someone could do in a situation like this one (the current AC stock rise), is assume that AC is run by the same team that drove the corp/crown corp to the bring of bankruptcy. It would be as foolish to think that "AC is bound to .... up" as it is to think that "AC is full of superstars that will raise the stock to $50/share".
But then again... the market can be irrational... and for a very long time. Sometimes long enough to convince me I'm wrong, just to find out I joined the laggards.
Oh. And as for your investment. Don't forget AC has a largely paid for (correct me if I'm wrong) A320 fleet that can be parked tomorrow, and delivery of the 737-max scheduled mostly for 2019.
Enjoy.
That's probably as close to lotto as you can get in the finance word.
Actual respect for being 100% truthful and honest about your investment strategy ^
So here's my free advice. Take it fwiw (ie. just a random FT post).
There is a lot of merit in the concerns that many express with regards to the long term outlook of the airline. It is undeniable that the environment may soon shift and be even more hostile to the airline industry than it has been in the last couple of years; a huge downwards pressure on revenue and uptick in cost could quickly flip the script for many carriers.
Nevertheless, don't forget that just like "good waves" never last, "down waves" can also be toughed out. Just look at the Canadian housing market. I know more than one financier and economist with half a brain that had some serious doubt we'd make it through even 2013. Yet here we are with an interest rate hike and major GDP growth figures.
As much as there are nut jobs out there, you will also find many great thinkers and problems solvers that set up contingency plans that save the ship when the storm rips the sail.
The worse someone could do in a situation like this one (the current AC stock rise), is assume that AC is run by the same team that drove the corp/crown corp to the bring of bankruptcy. It would be as foolish to think that "AC is bound to .... up" as it is to think that "AC is full of superstars that will raise the stock to $50/share".
But then again... the market can be irrational... and for a very long time. Sometimes long enough to convince me I'm wrong, just to find out I joined the laggards.
Oh. And as for your investment. Don't forget AC has a largely paid for (correct me if I'm wrong) A320 fleet that can be parked tomorrow, and delivery of the 737-max scheduled mostly for 2019.
Enjoy.
Aug 2, 2017, 11:37 am
#295
Join Date: Dec 2005
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Aug 2, 2017, 12:31 pm
#296
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Join Date: May 2002
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http://business.financialpost.com/tr...7-e2cfdcd8ee6f
Analysts upgrade 'significantly undervalued' Air Canada stock after record results
Analysts upgrade 'significantly undervalued' Air Canada stock after record results
Sep 1, 2017, 7:40 am
#297
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Join Date: May 2002
Location: YEG
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https://www.fool.ca/2017/09/01/why-a...stment-target/
Why Air Canada Could Be Warren Buffett’s Next Investment Target
Why Air Canada Could Be Warren Buffett’s Next Investment Target
Sep 1, 2017, 9:43 am
#299
Join Date: Dec 2008
Location: PHL, NYC, DC
Posts: 9,708
personally i think we are in a different phase of a cycle..... 2007 fuel prices were high, airlines were running older fleets and had to restructure to reduce operating costs..... this is followed by the economic crisis and the need to top up pension funds.
fast forward last few years - airlines have newer fleets, fuel prices are lower and airlines have managed to lock in new operating structures/costs/collective bargaining agreements and pensions doing better.
the next challenge i see are price wars, new origin-destination markets and excess capacities.... which may result in some airlines not surviving the new marketplace.....but who knows how long that will take.
fast forward last few years - airlines have newer fleets, fuel prices are lower and airlines have managed to lock in new operating structures/costs/collective bargaining agreements and pensions doing better.
the next challenge i see are price wars, new origin-destination markets and excess capacities.... which may result in some airlines not surviving the new marketplace.....but who knows how long that will take.