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


To: Paul Senior who wrote (36997)3/17/2010 1:17:30 AM
From: Spekulatius  Respond to of 78488
 
SKYW - I agree that being a subcontractor for the major arilines deserves a valuation discount.

RJET has an interesting presentation on their website. They claim a 15% cost advantage on their fixed fee business (about 37% of the revenues). I also did not realize that some of their debt seems to be due to credit card holdback and virtually all of their debt is asset backed ( lower interest rates).
phx.corporate-ir.net

I agree that RJET seems to have a better business model than SKYW. I'll start a fish for a few shares.