Alaska Air Group, Inc. (ALK)

I have purchased ALK :-

http://finance.yahoo.com/q?s=alk&.yficrumb=%2FQnGSSWfR3m...

Industry: airline
EPS = 0.65
EPS EST 1yr = 2.634 2yr = 3.817
EPS EST Q1 = 0.248 Q2 = -0.482
PE = 42.3 Industry 5.9
PB = 1.25 Industry 1.2
PS = 0.29 Industry 0.2
P/CF = 4.2 industry 3.4
P/FCF = 10.5 Industry 4.3
Yield 0.0 Industry 0.0
Gross profit margin = 51.7 Industry 30.0
Operating margin = 3.2 Industry -1.1
Net Profit Margin = 0.7 Industry -0.1
ROA = 0.5 Industry -0.1
ROE = 3.2 Industry 15.7
Insider ownership = 0.3
Greenblatt ROC = 4.35
Greenblatt Earnings Yield = 7.40
PosFCF generic % free cash flow yield 9.49%***
Passes 13 of 17 of Mike Klein's metrics
MaxPrice = 216.68 Discount 87%**
Metrics from qtr ending 9/30/2009
Caps rank 1
http://caps.fool.com/Ticker/ALK.aspx
MC score 247

All good enough for my money. I only suggest stocks that I own !

(See posts 388/584/665/760/1051/1807/2213/3546/3755/4046/4208/4225/4345/4573/4818/5241/5242/5310/5461/5579/
5169/7651 on 'Investment Analysis Clubs / Dynamic Value Investing ' board for extra due diligence applied ). **MaxPrice is a generic version of Mike Klein's Maxprice and ROC and Earnings yields are generic versions of Greenblatt's metrics. *** PosFCF generic % free cash flow yield taken from AAII and posts 5248 and 5253

See 'Investment Analysis Clubs / Dynamic Value Investing' board and my CAPS profile for further excellent companies selling at a discount to Maxprice with excellent current metrics. CAPS only shows my selections over 100Mill (unfortunately due to restricted lower market cap applied by MF CAPS).

As stated on the 'Investment Analysis Clubs /Dynamic Value Investing' board my aim is to obtain up to 50% returns p.a. as Buffett stated he could obtain (3 times) recently. A very difficult task but you can follow along with my buys and sells on my CAPS page, where I put my money where my mouth is . If I perform well I hope you can benefit. If not , feel free to ignore my comments. CAPS allows each and everyone of us to be clinically judged on our stock picking abilities over the LONG TERM.

Please always do your own due diligence before investing.

Manucastle :o)

Traffic down- fuel will go up.
Lots of debt- new planes very expensive.

1 3-6-9.

rsi vs moving average technical pick

Best Managed Airline in the business. Alaska's management is creating great value and has taken precautionary steps to hedge fuel, reduce waste, and get efficency. ALK - has great cash position outperformed its peer goup and it has given the index a run for its money! Recently, announced a partnership with Delta on westcoast.

Best market penetration dominance of any regional airline; and its the west coast. Good service and customer loyalty.

This a solidly run company. The drop in oil prices will only benefit the bottom line from here on in. I predict a bottom has formed and will perform well from here. (The technical indicators also agree.)

Solid well-funded company hit hard by fuel prices. ALK will return to profitability and has the funds to weather the storm.

Part of my short airline Chapter 11 basket trade.

boiseidfool's tip on BetterInvesting 5/26/08 Growth Screen in January 2008.

This company is one of 62 listed on the BetterInvesting Growth Screen in January 2008. It met 4 criteria: it is projected by Value Line to double earnings in the next five years, has actually doubled earnings in the past 5 years, is selling at price-earnings multiples (P/E’s) that are 110 percent or less of Value Line’s projected earnings growth rate and has a safety rating of average or better. It was listed in the March 2008 BetterInvesting magazine.

oil's too pricey. shorting airlines for summer (a gallon of gas will be $5 by the end of summer).

Horizon air offers free beer on all their flights.

Airlines are the new whipping boy.

Over-valued airline.

Alaska has guaranteed contracts with mail service.

acquisition target for Continental Airlines or Southwest Airlines

Okay, so this one may be pushing the envelope just a little farther than most would, given what our fuel prices have done in the past month. But with new routes being secured to destinations no one else wants to venture, they'll open themselves up to gain more than just passengers. Their new contract charter flights will strengthen relations far more than anyone could imagine. It's going to take a little while, but before we know it, 24 hour customer service lines will be necessary for this company.

I am disgruntled with airline stocks.