JetBlue Airways Corp (NASDAQ:JBLU)

Because anyone who has flown enough knows that they do a handful of simple things far better than their competitors. In a gray landscape, they are a glimmer of sunshine. A smile and onboard TV in a land of scowls and disappearing service. I buy because sometimes smart investment is about who does better than everyone else. They do.

JetBlue has the youngest average fleet age and enough orders on lock to increase its fleet size by 122% in the next few years. It has the highest fuel efficiency of any airline and has shown that it continues to intelligently reinvest in both its fleet and its customers. A refreshing change from the normal stuff we see in the doom and gloom airline sector.

I understand this company is an airline.

American airlines has given jetblue too many routes and airport slots to not have an interest in a merger. Codesharing aside there has to be more.

Same thinking as my underperform pick on LUV.

All airlines stocks are ultimately doomed to fail (failure defined as Chapter 11 reorganization) or at the very least underperform the broader market averages on a sustained basis.

Airlines is a horrible sector and the sustained oil price shock that we're in store for will not be kind to the industry at all.

22 yrs flying for the majors, jblu the top, lcc the bottom. This business is about customer service and value, jblu has both.. The passengers love us almost as much as we love working here..

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?

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)

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.