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How long are you in for LUV
Posted on 5/20/20 at 4:45 pm
Posted on 5/20/20 at 4:45 pm
Southwest is blowing up and is a big part of my longterm portfolio. My thoughts is that this is a 5 to 8 year play and that the airline industry as a whole will consolidate but a few will prosper but those few will be bigger than before with less competition after. Is anyone playing this different? I think Air travel will not be effected long term but I know this is not agreed on by all. If you don't agree with me, at what point are you dumping your position?
8
Posted on 5/20/20 at 5:04 pm to djrunner
I’m long on SWA while the industry sorts out who stays & who goes. SWA could acquire choice routes & gates if DAL, AAL & UAL reduce domestic presence.
Posted on 5/20/20 at 5:09 pm to AncientTiger
I'm thinking there will be more growth with the smaller discount airlines going away as well.
Posted on 5/20/20 at 5:39 pm to djrunner
3-5 years, re-evaluate things after the dust settles and more normalcy returns to travel.
Afterwards i may keep it but if it’s up 50-100% i’ll probably take some profits.
Afterwards i may keep it but if it’s up 50-100% i’ll probably take some profits.
Posted on 5/20/20 at 6:21 pm to djrunner
Moderately (for me). 200 shares at $24.45
I think they will recover faster than UAL, DAL, and especially AAL. I think it’ll get to $40-45 in the next 3 months. If not, I’ll hold longer. Not in it with this money for the long term.
I think they will recover faster than UAL, DAL, and especially AAL. I think it’ll get to $40-45 in the next 3 months. If not, I’ll hold longer. Not in it with this money for the long term.
Posted on 5/20/20 at 6:21 pm to Boh
quote:
3-5 years, re-evaluate things after the dust settles and more normalcy returns to travel.
Similar here, was thinking 2-3 year timeframe.
Posted on 5/20/20 at 6:42 pm to djrunner
When putting down $5k last month in a little free money I had, I did about 2/3 OKE and 1/3 LUV. Planning on both riding out at least 1-2 years.
Posted on 5/20/20 at 7:05 pm to rpg37
My long term concern with SWA is their involvement with the Max8 debacle. If there is another issue they will sink like a rock.
Posted on 5/20/20 at 8:35 pm to iron banks
Max 8 will not hurt them. This will be cleared up more than likely 3rd quarter, look for a strong second half of the year for SWA.
Posted on 5/20/20 at 9:07 pm to djrunner
Probably about 2ish years for me, see how it goes. Got in at $29.15.
Posted on 5/20/20 at 9:14 pm to djrunner
Quite a few years hopefully. I bought at $32.
Posted on 5/20/20 at 9:48 pm to djrunner
I’m holding on for shear spite. I bought in about 2 years ago when it was in the low 50’s. If I sell now, it would be my first loss...it only makes sense in my dumb mind.
Posted on 5/20/20 at 10:02 pm to kciDAtaE
You’ll be fine but yeah just have to keep holding that unrealized loss a while
I’m in the same boat with XOM have over 100 shares at a very ugly cost at the moment
I’m in the same boat with XOM have over 100 shares at a very ugly cost at the moment
This post was edited on 5/20/20 at 10:04 pm
Posted on 5/21/20 at 6:01 am to djrunner
I actually had the choice between LUV and Alaska Airlines Stock for my choice as a longterm Airline stock. I picked Alaska Airlines looks to be a better return on investment down the road than LUV.
This post was edited on 5/21/20 at 6:03 am
Posted on 5/21/20 at 7:36 am to FLObserver
Funny I am getting downvotes for stating the obvious. SWA is tied to the hip with Boeing and the Max 8. They had a bunch on order to replace their older 737's. The plane is not stable in the air without software assisting flying the damn thing. If there is another incident with he Max 8 LUV will feel the pain. I fly SWA and have been a fan of their business model. Still does not change the fact that their is some potential risks as pointed out.
Posted on 5/21/20 at 8:40 am to iron banks
Here’s another downvote for ya
Posted on 5/21/20 at 7:40 pm to iron banks
quote:
Funny I am getting downvotes for stating the obvious. SWA is tied to the hip with Boeing and the Max 8. They had a bunch on order to replace their older 737's. The plane is not stable in the air without software assisting flying the damn thing. If there is another incident with he Max 8 LUV will feel the pain. I fly SWA and have been a fan of their business model. Still does not change the fact that their is some potential risks as pointed out.
The Max 8 stuff should be cleared up completely. As I recall there were two problems with the auto-correct. First, some planes didn't have the disconnect option. Second, if the lone sensor that triggered the down tilt was not working then that was the pilots "shite!" moment. I suspect that Boeing will over compensate to fix that from every angle and with great redundancy.
Posted on 5/21/20 at 7:45 pm to Auburn1968
Also, Boeing has paid out the arse to airlines, including SWA for reparations, and those large payments weren't the last ones. They'll bleed more cash to the airlines for it.
Posted on 5/21/20 at 9:25 pm to ColoradoAg03
back when train travel was the best way to get around the owners of those rails made hundreds of millions of dollars, back when that was generational wealth that made them titans. Now, we have Amtrak
anyone ever wonder why there’s so many “national airlines” in the rest of the world, and not here? this is a dying industry, without the means to make money that matters. There will always be regional carriers but I suspect that in the not too distant future there will be a nationalized American airline that will be subsidized by the fed, and that will be that
anyone ever wonder why there’s so many “national airlines” in the rest of the world, and not here? this is a dying industry, without the means to make money that matters. There will always be regional carriers but I suspect that in the not too distant future there will be a nationalized American airline that will be subsidized by the fed, and that will be that
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