Originally Posted by
shawsie
hi modandm
agree with your conclusions but not how you get there. nothing personal of course, just want to spark some fundy debate...
Oil a blip? you may/may not have a crystal ball, my read is supply side will stay constrained and has the potential to get really fubarred up, while demand side should continue to grow, so signals are price goes up and staysup.
AIR fundys, well,
they make all, yes all, of their profits on short haul. long haul is the nice to have. and of course gets the punters here to make short hauls, but in truth most drive around,
so for short haul with the quake, that is nothing but good news for AIR.
and that pretty much gives my reason for not liking your fundy's, they are mainly based on long haul, all except RWC, good point well made.
on fundy's i'm a buyer. but i'm scared by the POO.
would a TA like to inform my decision making process?
disc - dont hold ... yet.