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Pastimes : Clown-Free Zone... sorry, no clowns allowed

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To: mishedlo who wrote (79634)3/13/2001 12:29:11 PM
From: Earlie  Read Replies (3) of 436258
 
Mis:

have a gander at BA.

- an "untarnished (as yet) darling"
- a heavyweight as far as index weighting is concerned.
- The market will shortly learn that the airlines are not only "pushing out" orders they are in fact exploring "mothballing" some of their current fleet.
- "In paint" planes sitting on the tarmac with no place to go is also a BA nightmare that is starting to become a reality.

Love the company, but the stock price does not reflect a nasty global shrink in airliner load factors.

The puts are cheap as well. Not many are.

Best, Earlie
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