| Markets Seem to Like British Airways-Iberia Merger Jessica Johnson submits:Iberia's (IBRLF.PK) merger with British Airways [BAY] is now confirmed, with Iberia taking 45% of the combined entity. Both airlines are likely to keep their own branding and livery. Iberia reported results Friday; the short base is 0.9% and has been dropping. The British Airways (BAIRY.PK) short position is over 16%. The market seems to have taken the news as being positive for both companies, with scope for major synergies. There are likely to be knock on effects for other airlines, as the merger is expected to impact the landscape for routes, slots and even airfares. However, the deal is conditional on agreement between British Airways and the BA pension fund trustees.Complete Story » seekingalpha.com |
Cramer: Still Selling Toyota and Buying Ford Ockham Research submits: “…Case in point, The Ford Motor Company. This company is blowing the doors off the business! 43% monthly sales gain. Stunning increase in market share from 14% to 17%. It just passed General Motors…Yet how many times have you asked me about a different auto company in the “Lightning Round”, as right now I’m getting questions about Toyota almost daily. Are the short-term problems with Toyota an opportunity to buy the stock? I know that’s what you’re thinking. To which I say, how do I know if they are just short-term problems, for heaven’s sake? What if Toyota is a damaged company… This Toyota fiasco could be like the Audi sudden acceleration problem from a different era that gutted that firm’s reputation for years. If I were you, I’d sell Toyota, buy Ford.” — CNBC’s Mad Money 3/2/2010Complete Story » seekingalpha.com |
LITHIA Motors, Inc Q1 2010 Earning Call Transcript LITHIA Motors, IncQ1 2010 Earning CallApril 27, 2010 5:00 pm ETComplete Story » seekingalpha.com |
Volkswagen AG H1 2010 (January-June) Earnings Call Transcript Volkswagen AG (VLKAF.PK) H1 2010 (January-June) Earnings Call July 29, 2010 2:00 pm ETComplete Story » seekingalpha.com |
Ryder System, Inc. CEO Discusses Q3 2010 Earnings - Call Transcript Ryder System, Inc. (R)Q3 2010 Earnings CallOctober 21, 2010 11:00 pm ETComplete Story » seekingalpha.com |