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Quick Blurbs [Delta Airlines, Dollar General, Dollar Tree, Greenbrier, MSC Industrial, Fastenal]

Posted By scuttleblurb On In [DG] Dollar General,[DLTR] Dollar Tree,[GBX] Greenbrier,[MSM] MSC Industrial,Quick Blurbs | Comments Disabled
[DG – Dollar General; DLTR – Dollar Tree] A confluence of uglies – food deflation, welfare cuts, and pronounced competition – have resulted in slight same store sale contraction at DG (the first negative in at least a decade) and deceleration at DLTR, catalyzing 20%-25% sell-offs in both stocks since Summer 2016. Here’s what all [...]
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[DAL – Delta Airlines, UAL – United Continental] So You’re Saying There’s a Chance?

Posted By scuttleblurb On In [UAL] United Continental | Comments Disabled
Call me a sucker, but I’m tentatively a believer.  With both stocks priced at under 10x trailing earnings (and 11x forward earnings assuming 1%-2% guided margin compression in 2017 at DAL), the market is skeptical about margin sustainability.  Given the industry’s ignominious legacy of undisciplined competition, where the dumbest competitor has historically set the price [...]
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