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Strategies & Market Trends : Value Investing
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To: gcrispin who wrote (25695)1/11/2007 10:13:18 AM
From: valueminded  Read Replies (1) of 78655
 
I have considered LUV off and on over the past month, but since US Airways bid for Delta is only 10.5 billion I fail to see how LUV is worth 12.5 billion. It may turn out, but looking at the relatively overcrowded industry with fairly poor operating earnings, I fail to see how it would be a value play.

I saw the article as well, but just because the rest of the airlines went up isn't necessarily a good reason to buy the "best of breed". I fly Southwest a lot and other then their antiquated ABC line boarding scheme, they are a good airline. That said, I am not comfortable when insiders are selling and the best reason is because the industry group went up. Same could be said of dot-com's in 1999.

Now if LUV dropped into the 10 or 9 range, that would be worthwhile.
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