I believe you are right about the weather that is already baked into the price. The earnings guidance is what is going to drive this in the earnings report. I have seen great earnings with bad guidance and stock (owned it) tanked.
Blind. You work for AA from what I have seen in past post. If so and what you say about those late night meetings is true per your quote "They are working well after midnight and doing conference calls and running ideas by others well into the wee hours. That NEVER happened in the old AMR. They're going at break neck speeds to make the conversion go as quickly as possible. It's an extremely complex procedure. It's being accomplished by people who have done this before with USAir and America West, AND they're using the experience of Delta/NWA merge to gain additional pointers. They intend to make more money than God has."
This is just as informative as P/E ratios and earnings! It shows they are in it for the long haul too and since they have the experience from previous mergers they should not make the same mistakes twice...great insight beyond what typical analyst see and I'm sure moral is high right now. When employees see that kind of stuff they get just as excited, since it shows leadership!
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