News
United Continental's New Share Buyback Plan Is Less Impressive Than It Seems
Last week, airline giant United Continental (NYSE: UAL) announced that it is on track to complete its current $2 billion share repurchase authorization by the end of this month. The company's....
Here's How FedEx Corporation Crushed It in 2017
It's been another good year for investors in FedEx Corporation (NYSE: FDX). The stock's near 24% rise this year is significantly ahead of the 18% increase of the S&P 500 and key rival United....
Southwest Airlines and United Continental Just Raised Their Q4 Revenue Forecasts
Southwest Airlines (NYSE: LUV) and United Continental (NYSE: UAL) disappointed investors in October with their third-quarter earnings reports and fourth-quarter forecasts. While both carriers....
3 Top Freight and Logistics Stocks to Buy Now
It's time to load up on freight and logistics stocks as they quietly rev up a future growth engine: e-commerce. As part of the transportation sector, freight and logistics companies facilitate....
Delta Air Lines Keeps Driving Flight Cancellations Lower
For the past five years or so, boosting operational performance has been a key goal at Delta Air Lines (NYSE: DAL). Between 2010 and 2016, the company reduced cancellations by two-thirds and....
Why CSX Corporation and Union Pacific Corporation Stock Soared in November
The stock prices of leading railroads CSX Corporation (NASDAQ: CSX) and Union Pacific Corporation (NYSE: UNP) rose strongly in November, with the former increasing 9.3% and the latter up 10.5% on....
American Airlines Writes Another Check to Solve Another Problem
Last week, American Airlines (NASDAQ: AAL) and its pilots union revealed that as many as 15,000 December flights didn't have a full crew of pilots assigned. This raised the specter of a....
Hunter Harrison Is Discussing CSX Succession Plans: Should You Beat Him Out the Door?
Hunter Harrison, not even a year into the job as CEO of railroad CSX (NASDAQ: CSX), told the audience at an investor conference this week that he is "trying to step back a little bit" to give the....
What to Expect From United Parcel Service in 2018
Another year and another period of FedEx Corporation (NYSE: FDX) stock performance trouncing that of United Parcel Service, Inc. (NYSE: UPS). In fact, UPS stock is flat on a year-to-date basis at....
1 Reason I Won't Touch American Airlines Stock
American Airlines (NASDAQ: AAL) has a very confident management team. CEO Doug Parker and President Robert Isom routinely tell investors that the whole airline industry has been radically....
United Continental Continues Its Small-City Expansion
Since joining airline giant United Continental (NYSE: UAL) last year, company president Scott Kirby and CFO Andrew Levy have pushed a strategy of expanding in smaller cities. The first big batch....
I'm Not That Impressed by American Airlines' Unit Revenue Growth -- Yet
American Airlines Group (NASDAQ: AAL) posted incredible profit growth in the first couple of years following its merger with U.S. Airways. Merger synergies helped a bit, but the bulk of the profit....
These 3 Stocks Just Raised Their Dividends
We have only a few precious weeks to go before the curtain goes down on 2017. It was quite a year for income investors, and it'll be missed; throughout 2017, new dividend raises seemed to hit the....
Portland Could Be Alaska Air's Top Growth Priority in 2018
Alaska Air (NYSE: ALK) has historically deployed the bulk of its capacity in its hometown of Seattle. It is the largest carrier there by a wide margin, operating roughly 290 daily departures to 90....
Another One Bites the Dust: Alaska Airlines Is Pulling Out of Cuba
Last fall, U.S. airlines were falling over themselves to add flights to Cuba, after the Obama administration loosened restrictions on travel to the Caribbean island nation.What a difference a year....
United Continental: On Course to Lose Money Next Quarter?
Entering 2017, investors were hopeful that the new management team at United Continental (NYSE: UAL) would drive a turnaround at the long-struggling airline. Instead, the company is on pace to....
RULE BREAKER INVESTING // 11-01-2017
In this Rule Breaker Investing podcast, David Gardner interviews a longtime friend, Roy Spence, the head of marketing communications and advertising firm GSD&M, which has created a host of....
Philosophy of a Marketing Rule-Breaker: A Chat with Roy Spence
In this Rule Breaker Investing podcast, David Gardner interviews a longtime friend, Roy Spence, the head of marketing communications and advertising firm GSD&M, which has created a host of....
2 Top Railroad Stocks to Consider Buying Now -- and 1 to Avoid
Railroads, as the transporters of much of what a country imports, exports, and consumes, are cyclical stocks that tend to move up and down with the overall health of the economy. So perhaps it's....
Basic Math Is on Spirit Airlines' Side
Five cents may not be a lot of money, but when multiplied by the billions of available seat miles major airlines count as capacity in any given quarter, it starts to add up to some pretty....
Here's the Best Dividend Stock in Airlines
The American economy is still buoyant and people are traveling, trends that continue to boost growth in the U.S. airline industry despite a recent uptick in fuel prices.The business has never been....
Would United Airlines Really Buy More Boeing 767s?
On Monday, The Wall Street Journal confirmed a rumor that has been making the rounds in the past month: Airline giant United Continental (NYSE: UAL) is interested in buying more 767-300ER jets....
Why American Airlines' Share Buybacks Are Slowing Down
During 2015 and 2016, American Airlines (NASDAQ: AAL) set itself apart from its peers in the airline industry by repurchasing an enormous amount of stock. As a result, the company has reduced its....
United Continental Is Forging Ahead With a Bizarre Plan to Grow in Los Angeles
Los Angeles International Airport (also known as LAX) is unique among American airports. Most big hubs have one or two dominant airlines. But LAX is a major base of operations for each of the five....
Southwest Airlines and Alaska Air Earnings: A Tale of 2 Californias
In the past few years, Southwest Airlines (NYSE: LUV) and Alaska Air (NYSE: ALK) have been arguably the two most successful U.S. airlines. Southwest and Alaska have achieved enviable margins....