Category Archives: Portfolio

Swine Flu

By cordial | April 27, 2009

Although the news from Mexico is very serious, and my thoughts go out to all those involved and I wish them a speedy recovery, I don’t think it’s panic stations as far as the possibility of a more serious global pandemic goes. If the local and international media is to be believed, and although the conspiracist [...]

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Adding new trade..

By cordial | December 19, 2008

£1 a point long on RIMM (Research in Motion) at $39.87. As usual, not advice, just what im doing. thoughts to follow.

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One World – Lets all join hands and sing Kumbuya

By cordial | December 2, 2008

With the news today that BA are in merger talks with Qantas, added to the already announced Iberia merger and AA alliance, it seems that British Airways and their partners in OneWorld are interested in taking the alliance to its logical conclusion (and bypassing all the governmental resistance to such a move). A single airline, from a logistical and [...]

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British Airways – The Bullish case

By cordial | November 15, 2008

So I looked at the bearish case, but why did I go long? – 1) Many competitors are going bankrupt – You dont have to be a genius to notice that lots of airlines have gone bankrupt this year. Indeed, all the transatlantic business class only airlines which were trying to compete with BA for its lucrative premium customers [...]

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British Airways – The Bearish Case

By cordial | November 3, 2008

Even though my position is to the long side on BA, I think it makes sense to investigate the bearish case for the shares to question my assumptions.  So here are the main areas of worry for BA shareholders currently as I see it - 1) The pension deficit – It was reported on the 7th of Oct that on [...]

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