Friday, October 24, 2014

http://www.faa.gov/data_research/
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

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