Jim Corridore

We can learn a lot about a person if we know what types of things he or she talks about or comments on the most frequently. There are numerous topics with which Jim Corridore is associated, including United and Union Pacific. Most recently, Jim Corridore has been quoted saying: “It would encourage definitely some expansion into areas that are not being fully served right now and it would definitely help the industry be more profitable for the longer term.” in the article Trump’s deregulation could boost airline profits, benefit consumers, analysts say.

Jim Corridore quotes

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It would encourage definitely some expansion into areas that are not being fully served right now and it would definitely help the industry be more profitable for the longer term.

It would allow the airlines to hopefully pass something back to consumers but also give them a little bit of a cushion for the next downturn.

We think the President's travel ban could have negative implications for orders from Iran and Iraq. We see these contracts as vulnerable to cancellation, though we also think it possible that the current injunction against the travel ban will be upheld, which could lessen the impact.

The travel ban is not likely to impact demand much, as not many people travel to/from the affected countries.

After the call, I think it was mainly a discussion of costs that derailed their stocks. There's huge wage pressures going on, not just for American but for the whole group.

The industry as a whole is very focused on getting unit revenues moving in the right direction again. They all seem to be moving in the right direction.

Even though United beat their earlier guidance on unit revenue, they're still lagging peers relatively badly. Some of us would have liked to see more progress.

We think Union Pacific did well managing costs in a very challenging quarter, but we see likely continuing pressure on volumes.

We see industry capacity cuts helping unit revenues in the fall.

If you look at it on a valuation basis, these stocks are trading at levels we haven't seen in about a decade when the industry was fundamentally different – much more risky.

It's very positive for (Delta) to be talking about getting unit revenue moving in the right direction. This industry is getting a nice, long tail wind from (lower) energy prices, but at some point the sector needs to grow.

We hope (United) will outline some succession planning soon. We see this issue as a potential overhang on the shares.

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