Home » LUV You are browsing entries tagged with “LUV”

Kimberly Clark, an Opportunity?

If you believe at some point oil prices will follow the fate of the global economy and decline, Kimberly Clark (KMB) is one of the better ways to play it. Yes, I know you can buy airlines (Delta (DAL), AMR Corp. (AMR), Continental (CAL), etc.) but an airline may still go belly up as economy [...]

July 15, 2008 | Posted in Stock Analysis | Read More »

Fly, Don’t Buy Airlines or Why Big Banks Make Dumb Loans

If I’ve learned anything over the years, it’s that people don’t learn. Recently, I talked to my cousin who is an executive with a Russian airline company. In our discussion he mentioned that his company just received semi-unsecured loans (all planes are leased so they are not used as a collateral) from western banks at 10% [...]

June 22, 2007 | Posted in Russia,The Process,The Process All | Read More »

Recently Commented

  • Jonathan Deng: One more little data to add to the China bear picture is car sales. According to data provided by GM,...
  • Jonathan Deng: To answer the question the first gentleman asked regarding warning signs, I think the warning sign has...
  • Anonymous: SOUNDS TO ME LIKE IT’S TIME TO CASH IN THE PFIZER STOCK.
  • Anonymous: Facebook and Google are very similar and will likely have a very similar cost structure.  This is why...
  • Leigh Drogen: While I tend to agree with the sentiment that the relative multiples of Facebook and Google are...