JetBlue Airways Corp (NASDAQ:JBLU)

and the beat goes on...

Even the better airlines will suffer from higher oil prices and rising inflation. Higher costs will have to be passed onto consumers if adequate profits are to be maintained. How much demand destruction can a small airline take before its small profit turns negative? How long will investors be willing to hold a company with weak profits and no dividend?

Jet Blue has one of its most productive year during the seasonal months. Boston will see an increase of up to 75 additional flights boosting air trave out of Boston from 120 per day to 195 flights per day.

undervalued great airline

Good customer service and free perks keeps the customers happy. Budget prices, high service levels.

low cost

I have read there earnings call and looked over there books, based on past patterns there is a wind of change coming. I am perfectly willing to place my faith(money) in a company that prides itself on customer service. Along with the fact that they are confident in there strategy and do not use the economy as a scapegoat for their low stock price.

It's only 4 bucks, plus they have personal TV's on the planes so I choose them when I can.

Every tech guy in the world who flies a lot seems to love flying JetBlue.

prices of gas will keep people from traveling. Jet f uel cost will be passed on to the consumer in the fares they pay.

I just can't see things getting better for any airway now that the s**t has hit the fan in the Middle East.

great marketing strategies (twitter.com/jetbluecheeps, various ads)

I think it is at a 52 week high based more on takeover speculation that profits. SWA will eat into their profits over the next few years.

JetBlue’s revenue increased 16% from 2Q 2010 over 2Q 2009, while the airline industry’s average revenue actually declined 2%. JetBlue’s five-year revenue growth rate is 21.0% compared with -0.3% for the industry. JetBlue’s operating margin is 7.9 verses 0.9 for the entire airline industry, indicating that JetBlue is more efficient in generating income than its competitors.

The implemented a new airline reservation system, SABRE, in the first quarter of 2010. The new system allows JetBlue 11 price points based on customer demand for different seating areas (more leg room, etc.). Previously pricing was based on route length only. CEO David Barger said the new system should generate $10 million in additional revenue in the second half of 2010.

They are focusing their growth on Boston, the Caribbean, and Latin America.

Negatives are high debt levels and the airline industry in general.

I really see a need for low cost carriers to answer the DAL and UAUA - CAL and next AMR maybe with ALK or LCC combination. So far nothing is in stone but whisper can be started on the boards. Hawaiian could be prime target for at least 3 airlines currently not serving Hawaii. Southwest, Airtran and Jet blue, maybe Virgin?. With Hawaiian fast expanding and having profitable quarter after quarter I see that as a very attractive combination.
Noting that HA just got Haneda and is flying to SYD and Manilla and Guam, HNL might become huge hub to the asia. Since there is significant overlap with other airlines, DOT might not approve AMR UAUA or LCC bidding on HA.

For the first time in many years I think the airlines are getting their act together by cutting capacity and doing mergers and deals. I think the break in JBLU caused by their earnings report 4/28 along with some downgrades gives us a buying opportunity.

I HATE AIRLINE STOCKS!!

Blue is my favorite color!

Foolish pick - 10/09