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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?


To: Paul Senior who wrote (13027)9/5/2001 9:47:01 AM
From: Grommit  Read Replies (1) | Respond to of 78702
 
MAIR -- The WSJ had a feature on airlines a week or two ago. The essense of it, as I recall, was that consumers are getting more frugal and have more information now on air fares, than ever before.

Air fares are easier to compare and pricing in now in less control of the airlines. They quoted a few CFOs of this airline or that, and they mentioned how the business traveller markup is remarkably lower. (That's remarkable as in, incredible, unprecedented and financially painful. That's the bread and butter, BTW.) Biz travellers shop around now. If you raise your price, they go elsewhere.

That scared me away from MAIR and any airline for now.

My recent purchases were CVS, BOBE, DSL, TDW, CAG (added more), MDU, KE, KWD, DRE, BAC (more) , SMT (more) , C (more) ... notice how they all pay dividends.

quote.yahoo.com

Grommit



To: Paul Senior who wrote (13027)9/5/2001 11:43:06 AM
From: sjemmeri  Read Replies (1) | Respond to of 78702
 
I bought MAIR and still might buy some FRNT as value stocks. I also buy LUV for trades when it dips. It's too expensive to consider a value investment but their long term track record is impressive.