http://www.faa.gov/
http://www.rita.dot.gov/bts/data_and_statistics/by_mode/airline_and_airports/airlines_and_airports_economy_financials.html
http://www.rita.dot.gov/bts/data_and_statistics/by_mode/airline_and_airports/airlines_and_airports_economy_financials.html
Let’s shoot for a December 15th first Draft
Deadline. Keep it concise and deep. Debate with each other but know when to
move on. Everyone has value to add. You are writing this analysis for professional
who have to decide to buy, sell or hold. Take a long view. Buffet takes a long
view. If the long view is not good then the stock is simply a speculative play.
In other words can you place a value on the stock five years out? Just some
things to think about.
I think you should submit questions for the November 7th
meeting. Ask good questions that will give you provocative answers that you
will be able to use. I think it is better to ask meaningful questions. It will
give you a place to start and may lead to some interesting research. Work with
each other to submit five good questions. Do not ask questions that you can learn the answers to from public information, like the FAA data. Maybe no one else will think to use this data.
Keep notes and begin an outline.
Important industry data.
How does Jet Blue fit into the Industry? What
Growth of Industry
Growth of JetBlue’s Market
Growth opportunities for Jet Blue
Risk to Industry
Risk to Jet Blue’s Market
Risk to Jet Blue
CASH FLOWS in and out. Sources and Uses of Cash. How efficient
is the firm at generating cash flows?
EVERYDAY CHECK the price:
http://finance.yahoo.com/q?s=JBLU&ql=1
EVERYDAY CHECK the price:
