Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Paul Senior who wrote (29939)	1/31/2008 7:33:17 PM
From: Wallace Rivers	Respond to of 78478

It's a trade, and our old friend, reversion to the mean play. Plus, a couple of other things - if oil trends lower (I think it will, at least in the short to moderately short term), that will obviously be good for the airline sector. SWA has about 50% of its jet fuel hedged at a bit more than $50/bbl for '08, to my knowledge. Not the almost fully hedged position of past years, but still pretty good. Plus, a couple of kick the tires things....I am a fairly frequent SWA traveler, and the new boarding process is vastly more user friendly than the old one, IMHO a big positive. Plus, I saw CEO Gary Kelly on CNBC today, and my reaction to him and his presentation was very favorable. He said bookings for the month of February were actually pretty good, when questioned if the company was experiencing any softening of demand. I don't know this first hand, but I have heard from some source, which I can't remember offhand, that SWA is trading below liquidation value, which provides a margin of safety. And, it's hard to argue that SWA is by far the most financially sound of all the companies in its industry.

To: Paul Senior who wrote (29939)	2/1/2008 7:39:28 AM
From: Madharry	Read Replies (1) \| Respond to of 78478

woulda coulda shoulda- I always thought yahoo was a good buy sub 22 but never pulled the trigger now msft is offering 31.

To: Paul Senior who wrote (29939)	2/1/2008 7:41:37 AM
From: Madharry	Respond to of 78478

gold and silver making new highs. SIL going the other way.

To: Paul Senior who wrote (29939)	2/1/2008 10:54:19 AM
From: Madharry	Respond to of 78478

bought back some azecf today as i took profits on 10% of my plg holdings.paid 32.45