United Continental Holdings, Inc. (NYSE:UAL)

More mergers = less competition
less competition = higher fares
higher fares = larger earnings
larger earnings = higher share price

airline stock

just one spike in oil prices, and this one will go down.

Previous position limited out. No reason not to bet on this one again. ---> Well run airline in commanding market position. Has performed well vs. other airlines in recent past; and outlook for sector (barring world economic calamity) is good.

The recent run-up seems unsupported by fundamentals. Oil prices likely can and will go higher. TSA delays and FAA furloughs may reduce traffic. Recent weather problems will hurt traffic. Add to that, United is the only US carrier currently hampered by the Dreamliner's grounding.

This is the classic airline stock right now. Heavy CapEx, low profitability, labor union problems that can only be solved by throwing lots of money at workers, etc. I think UAL will continue to disappoint for the next few quarters.

Once integration issues are addressed, merger synergies would start kicking in.

Of the legacy carriers, it has a comparably healthy financial situation. If you've looked at the pain scheme or the company board, it's obvious that the merger was a case of Continental taking over United instead of the other way around, which is a good thing considering how great Continental was.

not posted

This is the strongest of the airlines right now. They should be consolidating their merger, and besides Southwest I wouldn't put money on any other airline.

The airline stocks appear to be at risk of losing in both a good and bad market.
If the market continues to decline, financial fears may lower the number of passenger on their flights.
If the market has a year end rally, commodity prices including oil will likely increase, which will result in higher operating costs.

they have a lot of cash to withstand downterm and will take advantage of poor competition who are lacking the cash reserve

UAL has focused management and Smiksek is focused on profit..At any expense..Thats good for the investor!

Good grwoth projection. Solid cash flow . Undervalued

the unrest in lybia and the oil prices soaring are only a temporary problem. when it comes to the long run. UAL and all the airline stockholders will be above the SPY because the are a needed part of our society.

What this article clearly misses is the fact that UAL is in the early stages of a merger. Loses are expected and reporting on a pro forma basis is a great way to show the potential that the combined carrier offers investors. The report of burning cash flow was firectly related to a large debt payments that was made not beucase it was due but beucase they were in a financial position that allowed them to. The leadership, the route network, the size, the product is all promising and that is why they will outperform.

Fairly solid declining-tops downtrend in place going back three weeks. Past that - good lord, look at the performance of this industry over the past year or so. Which is to say very good in an industry that is historically brutal. I mean, like, Robert Mugabe level of brutality here. I think the only smart thing Jim Cramer ever said was to never invest in airlines. And, naturally, he probably said it a year or so ago.

Oil is going up. This company has ZERO/Negative customer service, and why would anyone not want to fly the discount airlines now.

UAL should post profits regularly, even at a $100 barrel price for fuel. The new culture taking hold at UAL will return this name to its greatest days of the late 90's. I believe a $45 per share price over then next 6 months is not out of the question.