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From the transcript Oct 12th, 2023 Q3
Q&A
I had was just on the changes to Israel. How big actually is that in your total – in the
total market? It's a lot of ASMs, but it can't be that big in terms of I guess exposure.
......................................................................................................................................................................................................................................................
Glen William Hauenstein
President, Delta Air Lines, Inc. A
It's a little over a point of ASMs, and we're not going to give an exact number, but it's included – the revenue hit is
included in our fourth quarter guide. So we've extended at least through October and then we'll see what
happens. The reason we're not saying how much exposure there is, is we don't know how this will evolve yet, so
we're staying very fluid. But I think we feel very confident that we can get inside of our guidance ranges here with
Israel kind of in a worst-case scenario.
https://s2.q4cdn.com/181345880/files/doc_earnings/2023/q3/transcript/CORRECTED-TRANSCRIPT_-Delta-Air-Lines-Inc-DAL-US-Q3-2023-Earnings-Call.pdf
................................................................................................................
correction - 20 did not vote for Jordan
https://www.thegatewaypundit.com/2023/10/developing-20-gop-turncoats-vote-against-jim-jordan/
Don Bacon – Nebraska’s 2nd District
Ken Buck – Colorado’s 4th District
Lori Chavez-DeRemer – Oregon’s 5th District
Anthony D’Esposito – New York’s 4th District
Mario Diaz-Balart – Florida’s 26th District
Jake Ellzey – Texas’s 6th District
Andrew Garbarino – New York’s 2nd District
Carlos Gimenez – Florida’s 28th District
Tony Gonzales – Texas’s 23rd District
Kay Granger – Texas’s 12th District
John James – Michigan’s 10th District
Mike Kelly – Pennsylvania’s 16th District
Jennifer Kiggans – Virginia’s 2nd District
Nick LaLota – New York’s 1st District
Doug LaMalfa – California’s 1st District
Michael Lawler – New York’s 17th District
John Rutherford – Florida’s 5th District
Victoria Spartz – Indiana’s 5th District
Michael Simpson – Idaho’s 2nd District
Steve Womack – Arkansas’s 3rd District
13 Voted against Jordan
https://www.thegatewaypundit.com/2023/10/developing-13-gop-turncoats-vote-against-jim-jordan/
Don Bacon of Nebraska
Lori Chavez-DeRemer of Oregon
Anthony D’Esposito of New York
Mario Diaz Balart of Florida
Jake Ellzey of Texas
Andrew Garbarino of New York
Carlos Gimenez of Florida
Tony Gonzales of Texas
Kay Granger of Texas
Mike Kelly of Pennsylvania
Jen Kiggans of Virginia
Nick LaLota of New York
Mike Lawler of New York
$RBLX - $30.74 even with the decline since I posted October 12, the options have not been dumped
Nov $42.50 strike
Nov oi=11,407 .33-.34 on 10/10
Nov oi=12,321 on 10/11
Nov oi=12,436 on 10/12
Nov oi=12,407 on 10/13
Nov oi=17,095 on 10/16
Nov oi=17,078 on 10/17 point in time .27-.29
$NFLX - $358 - what am I missing?
I read the CFRA analyst report, last updated 10/14/23. They have a $3.52 earnings estimate when consensus is $3.49
CFRA has a Strong Buy with a 12-month target of $520
I'm in
The Huntsman family says it's cutting off its mega-donations to University of Pennsylvania over 'antisemitism'
https://www.businessinsider.com/jon-huntsman-family-stops-donations-penn-university-antisemitism-israel-response-2023-10
He's Mormon. The other big donors at Harvard and others who cut of donations were Jewish.
https://en.wikipedia.org/wiki/Jon_Huntsman_Jr.
Secretary of State Antony Blinken: Joe Biden Will Visit Israel on Wednesday
https://www.breitbart.com/politics/2023/10/16/secretary-of-state-antony-blinken-joe-biden-will-visit-israel-on-wednesday/
But, we should be watching the WH, to see who shows up to measure the curtains.
Side note - Gutfeld back on air
Earnings Tuesday Nov 7th before the bell
Josh Brown CNBC paid contributor - Yesterday halftime final pick - buy $UBER, I like it to year end
Scoop: GOP lawmakers say Jordan gave assurances on Israel-Ukraine aid
https://www.axios.com/2023/10/16/jim-jordan-house-speaker-ukraine-israel-funding
Four House Republicans walked away from conversations with House GOP speaker nominee Jim Jordan under the impression he'll allow a floor vote on linking Ukraine funding with Israel funding if he wins the gavel, Axios has learned.
Why it matters: Many hardline House Republicans are pushing for the U.S. to stop providing funding to Ukraine, but allowing a House floor vote could allow funding to pass thanks to significant help from Democrats.
A Jordan spokesperson denied that the speaker nominee made promises, telling Axios that Jordan's conversations were about working to find the right approach, rather than specific promises.
"He's not going to block a vote," said one of the House Republicans who spoke with Jordan.
What they're saying: "However you feel about Israel and Ukraine, I think a responsible and reasonable government ought to address those questions separately," Rep. Matt Gaetz (R-Fla.) said last week.
Rep. Marjorie Taylor Greene (R-Ga.) recently posted on X: "We need a Speaker who is able to put their full efforts into defeating the communist democrats and save America. We must stop funding foreign wars—Ukraine."
Zoom in: Jordan publicly flipped multiple Republicans into supporting him on Monday, most prominently House Armed Services Committee Chair Mike Rogers (R-Ala.).
Rogers said in a statement that Jordan had answered his concerns on multiple issues, including defense spending.
The big picture: Defense hawks have been adamant in their push to continuing supporting Ukraine in its fight against Russian aggressions.
The Biden administration has been working to reassure European allies that the U.S. will keep supporting Ukraine, as Axios reported earlier in October.
But more than half of House Republicans voted against supplemental aid to Ukraine in a late September vote.
beware
🚨BlackRock has just confirmed to me that this is false. Their application is still under review. https://t.co/XIfIWZ0Ule
— Eleanor Terrett (@EleanorTerrett) October 16, 2023
Jeffrey Epstein victim Carolyn Adriano dies from an 'accidental overdose' in Florida hotel room - as her mom questions report on her cause of death
Carolyn Adriano, who testified against Ghislaine Maxwell, was found dead in May in a Florida hotel room
Her mom has said 'nobody's giving me any answers' over Adriano's death, despite it being ruled an 'accidental overdose'
Adriano was a victim of pedophile Jeffrey Epstein, who was found dead in his jail cell in 2019, awaiting trial on federal charges
https://www.dailymail.co.uk/news/article-12634539/Jeffrey-Epstein-victim-Carolyn-Adriano-dies-overdose-investigation-Florida.html
Nothing to see here
Champagne toast to the 1972 Miami Dolphins. Another year without an undefeated team.
Down goes the 49ers and Eagles.
I want one of those
Joe Biden one week after Hamas invaded Israel and went door to door hunting civilians and taking hostages:
— Benny Johnson (@bennyjohnson) October 15, 2023
“Who in God’s name needs a weapon with 100 rounds in their chamber?!?”
pic.twitter.com/92tnERTqpK
Israel's strike on Gaza 'has been delayed until next week because of bad weather
https://www.dailymail.co.uk/news/article-12632165/israel-ground-invasion-gaza-idf-plans.html
Jeff Landry WINS Louisiana governor's race after south's only Democrat state leader John Bel Edwards hit his term limit
Jeff Landry will replace John Bel Edwards as Louisiana's governor
The Trump-backed Attorney General was the favorite to win going into Saturday's vote
Landry, a hard-right Republican, won more than half of the votes
https://www.dailymail.co.uk/news/article-12632197/Jeff-Landry-elected-Louisiana-governor.html
and here
https://www.thegatewaypundit.com/2023/10/breaking-ag-jeff-landry-wins-gubernatorial-race-louisiana/
once upon time, a long time ago
Jordan clinches Speaker nomination in GOP’s second go at the gavel
https://thehill.com/homenews/house/4254931-jim-jordan-wins-speaker-nomination/
House Republicans nominated Rep. Jim Jordan (R-Ohio) for Speaker on Friday, the conference’s second attempt to find a candidate who can win the gavel on the House floor.
Jordan, currently chair of the House Judiciary Committee, earned 124 votes to win the nomination over Rep. Austin Scott (R-Ga.). Scott had mounted a last-minute bid for Speaker that was largely seen as a protest to Jordan’s candidacy.
raised cash, war weekend ahead.
GOP’s Scalise ends his bid to become House speaker after failing to secure the votes to win gavel
https://www.cnbc.com/2023/10/12/gops-scalise-ends-his-bid-to-become-house-speaker-after-failing-to-secure-the-votes-to-win-gavel.html
$RBLX now 31.84, has been going up since those options were purchased. Jon Najarian also called it out on his 3@3 unusual option video
$DAL I'll take some of that 36.77
9 years ago video
This clip is 9 years oldpic.twitter.com/2r6BZnaDis
— Elon Musk (@elonmusk) October 12, 2023
Florida Republican Cory Mills rescues 32 Americans in Israel while White House dithers about how to get stranded US citizens out
Mills flew to Israel on an overnight flight to rescue Americans stuck there
The White House is yet to confirm when it will offer evacuation flights
22 Americans are dead and 17 are missing, including some taken hostage
https://www.dailymail.co.uk/news/article-12620501/Florida-Republican-Cory-Mills-rescues-32-Americans-Israel-White-House-dithers-stranded-citizens-out.html
Robert F. Kennedy Jr. to run for president as an independent, end Democratic primary campaign
https://www.cnbc.com/2023/10/09/robert-f-kennedy-jr-to-run-for-president-as-independent-not-democrat.html
Futures 4313 broke support 4322 next 4295
/esz23 on ThinkorSwim
$LMT Lockheed up 4.88% vol low 28k. Might watch for a short squeeze since defense was lagging.
WTI Crude (Nov'23) @CL.1:New York Mercantile Exchange
Last | 7:11 PM EDT
86.16quote price arrow up+3.37 (+4.07%)
Warmonger Senator Lindsey Graham Warns if Hezbollah Intervenes in Israel-Palestine Conflict, U.S. Must Respond Against Iran
by Jim Hoft Oct. 8, 2023 4:20 pm
https://www.thegatewaypundit.com/2023/10/warmonger-senator-lindsey-graham-warns-if-hezbollah-intervenes/
$PXD $XOM - hard to believe the Government FTC SEC will allow this deal to take place.
The truth about the Ukraine war, you won't hear on TV.
Col Douglas Maccgregor
US Change In Nonfarm Payrolls Sep: 336K (est 170K; prev 187K)
- US Unemployment Rate Sep: 3.8% (est 3.7%; prev 3.8%)
- US Average Hourly Earnings (M/M) Sep: 0.2% (est 0.3%; prev 0.2%)
- US Average Hourly Earnings (Y/Y) Sep: 4.2% (est 4.3%; prev 4.3%)
Payroll estimates. 170k
(September is a back-to-school month in the North. Seems that would be a catalyst.)
#NFP | PREVIEW: September US Nonfarm Payrolls Expected To Fall To 170,000; Unemployment Rate To Fall To 3.7% From 3.8%
— LiveSquawk (@LiveSquawk) October 6, 2023
Take A Look At What The Top Economists Are Forecasting For Today's US Jobs Report: pic.twitter.com/7L9HTOZ6y1
Didn't they just sell off the excess wall inventory (pennies on the dollar) ?
It was unclear when construction would begin. The statement said officials will move “as expeditiously as possible, while still maintaining environmental stewardship” by consulting affected parties.
Beautiful house. Congrats.
$AMZN - correction. I typed AWS is a rent to own, which is a mistake. AWS charges customers by usage, generally speaking. (I don't see the contracts).
$AMZN - holding my position through the pain.
I saw yesterday an article about $TGT that they predicted 50,000 stores (not just Target) will close over the coming years due to theft.
The low cost grocery stores are getting killed due to high labor costs, or they can't find people for the price they are willing to pay.
I have used $WMT walmart delivery for non-food products and it's a good deal. They shop for me.
But I am not a $AMZN prime sub and won't be shopping during their Oct 10'th promo
I work as a contractor at a fortune 200 company in IT. They are on target to move to Amazon AWS in a multi year transition. I think they are crazy to rely on the Cloud. But I am retiring in, lets see, 87 days. So it won't be my problem. Their secondary cloud vendor is Microsoft.
AWS is a rent to own. That's why Amazon buys the hardware and takes the depreciation write down and lowers their taxes.
The usage revenue should be catching up fast. (Note to Senator Warren, if you want to raise more taxes, increase the depreciation rules).
$STZ - CFRA MAINTAINS HOLD OPINION ON SHARES OF CONSTELLATION BRANDS, INC.
We raise our 12-month target by $15 to $250, based on a FY 26 (Feb.) P/E of 16.9x, a discount to its 5-year mean forward P/E of 21.6x. We increase our adjusted EPS estimates to $12.10 from $11.90 for FY 24, to $13.30 from $12.85 for FY 25, and introduce FY 26 at $14.75. STZ posts Aug-Q adjusted EPS of $3.70 vs. $3.17 (+17%), above the $3.37 consensus. The beat was driven by a stronger-than-expected top line, as net sales rose 7% to $2.84B ($14M ahead of consensus). STZ raised FY 24 adjusted EPS guidance to $12.00-$12.20 from $11.70-$12.00, ahead of the current consensus of $11.73, but the guidance raise was entirely the result of the fiscal Q2 beat, meaning STZ's earnings expectations for the final two quarters have actually gone down slightly. STZ traded -1% in the pre-market. While STZ has increased market share in recent months (Beer shipments were +8.7% Y/Y), we maintain a Hold as STZ is in the middle of a major capex cycle to expand to Beer capacity in Mexico, which should weigh on free cash flow.
$STZ - slowly I turn, inch by inch ...
I always wanted to buy $STZ, Constellation, but it was always too expensive. In my dreams, I wanted to buy out the company and fire it's management.
Formally known as Canandaigua Wine. They really screwed over the New York wine industry in the Finger Lake region. Buying and dumping.
Now what remains are many boutique wineries.
https://www.newyorkupstate.com/news/2019/04/constellation-brands-cuts-ties-with-its-upstate-ny-legacy-canandaigua-wine.html
$BTC for bitcoin I suggest following user nowwhat2
https://investorshub.advfn.com/boards/profile.aspx?user=323501
he is very good with charts. Self back slapper and can be rude. And posts a lot.
But seems to be consistently accurate