Key to American's and the broader sector's future performance will be the industry's ability to raise prices and offset higher fuel costs, which is a function of capacity, in our view.
We have a great rivalry with Weston. It's a friendly rivalry, but a good one. It'll be exciting.
No change to target price or basic fundamental assumptions, but share price weakness has materially improved the risk-reward tradeoff in the shares.
Given the combination of recent share price weakness, especially in relative context, and slightly increased revenue assumptions, we see improvement in the risk-reward equation for LCC.
We wrestled great tonight. It meant a lot to the kids. It's been a strange year with the dual tournament. It's been a challenge keeping the kids focused. Weston is a really good team. They wrestled hard. I'm thrilled that we wrestled as well as we did.
Recent price action in airline shares has created some price disparities that we believe investors should exploit.
There's a certain comfort level for the kids being at home.
That was the match of the night.
That was a huge match. It's the one time (overtime) in wrestling when you can stall. You hold your man down, you win. That was a very close match.
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