Go to Jeff Salisbury LWGate Home Page.From: "Katherine Malm" <kmalm@earthlink.net>
Subject: RE:Leisure Industry( was: [CANSLIM] CANSLIM List FAQ-Monthly Posting)
Date: Wed, 23 Apr 2003 09:51:47 -0500
Previous Article (by Date): Re: [CANSLIM] CANSLIM List FAQ-Monthly Posting "Tom Worley"
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Hah...good one, Tom.
I've got the leisure industry listed as a "macrotheme" worth noting. Shortly
after 9/11 I heard Herb Kelleher speak and he made a comment that the new
generation of competitors was far smarter than the first generation and that
they would have to be particularly savvy about fending them off. Even since that
time, its been rare for any Southwest flight I've taken to be less than 100%
full, though on my most recent trip, the pilot did suggest that we move to the
window seat as we taxied so that the Continental pilots would think we were
full. I certainly see the stress and restucturing in industries such as cruise
lines and airlines to create some super growth opportunities as you noted. For
example, I saw that Princess and Carnival just completed their merger this week.
Despite a new world order, the notion of travel is much ingrained in people's
mind and I think this is going to be an industry to harvest as the wheat is
separated from the chaff.
Katherine
-----Original Message-----
From: owner-canslim@lists.xmission.com
[mailto:owner-canslim@lists.xmission.com]On Behalf Of Tom Worley
Sent: Wednesday, April 23, 2003 8:08 AM
To: canslim@lists.xmission.com
Subject: Re: [CANSLIM] CANSLIM List FAQ-Monthly Posting
Katherine, I hope you can teach us something new now about correct
identification of the left rim!! Where is the handle on the Grand Canyon? Seems
like the travel industry has survived the Iraq war, now has to contend with SARS
and airline bankruptcies (go EPIQ), but looks to be showing some strength
despite all that, cruise line companies have been surprising me, as well as a
few airlines (Mesa and Blue among others).
----- Original Message -----
From: Katherine Malm
To: canslim@lists.xmission.com
Sent: Wednesday, April 23, 2003 10:02 AM
Subject: RE: [CANSLIM] CANSLIM List FAQ-Monthly Posting
LOL...thanks for noticing, Joe.... playing catchup and still reading the many
CANSLIM postings since returning from my latest rim to rim hike in the Grand
Canyon! Now *there's* a place that always puts the market in perspective. :))
Katherine
-----Original Message-----
From: owner-canslim@lists.xmission.com
[mailto:owner-canslim@lists.xmission.com]On Behalf Of Joe McCall
Sent: Wednesday, April 23, 2003 7:49 AM
To: canslim@lists.xmission.com
Subject: Re: [CANSLIM] CANSLIM List FAQ-Monthly Posting
Katherine,
It has been a while since we heard from you (20 Days). We all miss you.
Joe
----- Original Message -----
From: Katherine Malm
To: Canslim@Lists.Xmission.Com
Sent: Thursday, April 03, 2003 11:47 AM
Subject: [CANSLIM] CANSLIM List FAQ-Monthly Posting
This FAQ is also available at:
http://WallStreet-LLC.com/canslim/CANSLIMFAQ.doc or
http://WallStreet-LLC.com/canslim/CANSLIMFAQ.zip (zipped version for those who
are having trouble displaying the document within their browser)
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<DIV><SPAN class=3D781304514-23042003>Hah...good one, Tom.</SPAN></DIV>
<DIV><SPAN class=3D781304514-23042003></SPAN> </DIV>
<DIV><SPAN class=3D781304514-23042003>I've got the leisure industry =
listed as a=20
"macrotheme" worth noting. Shortly after 9/11 I heard Herb Kelleher =
speak and he=20
made a comment that the new generation of competitors was far smarter =
than the=20
first generation and that they would have to be particularly savvy about =
fending=20
them off. Even since that time, its been rare for any Southwest flight =
I've=20
taken to be less than 100% full, though on my most recent trip, the =
pilot did=20
suggest that we move to the window seat as we taxied so that the =
Continental=20
pilots would think we were full. I certainly see the stress and =
restucturing in=20
industries such as cruise lines and airlines to create some super growth =
opportunities as you noted. For example, I saw that Princess and =
Carnival just=20
completed their merger this week. Despite a new world order, the notion =
of=20
travel is much ingrained in people's mind and I think this is going to =
be an=20
industry to harvest as the wheat is separated from the =
chaff.</SPAN></DIV>
<DIV><SPAN class=3D781304514-23042003></SPAN> </DIV>
<DIV><SPAN class=3D781304514-23042003>Katherine</SPAN></DIV>
<BLOCKQUOTE dir=3Dltr style=3D"MARGIN-RIGHT: 0px">
<DIV class=3DOutlookMessageHeader dir=3Dltr align=3Dleft><FONT =
face=3DTahoma=20
size=3D2>-----Original Message-----<BR><B>From:</B>=20
owner-canslim@lists.xmission.com=20
[mailto:owner-canslim@lists.xmission.com]<B>On Behalf Of </B>Tom=20
Worley<BR><B>Sent:</B> Wednesday, April 23, 2003 8:08 AM<BR><B>To:</B> =
canslim@lists.xmission.com<BR><B>Subject:</B> Re: [CANSLIM] CANSLIM =
List=20
FAQ-Monthly Posting<BR><BR></FONT></DIV>
<DIV><FONT face=3DArial>Katherine, I hope you can teach us something =
new now=20
about correct identification of the left rim!! Where is the =
handle on=20
the Grand Canyon? Seems like the travel industry has survived the Iraq =
war,=20
now has to contend with SARS and airline bankruptcies (go EPIQ), but =
looks to=20
be showing some strength despite all that, cruise line companies have =
been=20
surprising me, as well as a few airlines (Mesa and Blue among=20
others).</FONT></DIV>
<DIV><FONT face=3DArial></FONT> </DIV>
<DIV style=3D"FONT: 10pt arial">----- Original Message -----=20
<DIV style=3D"BACKGROUND: #e4e4e4; font-color: black"><B>From:</B> <A=20
title=3Dkmalm@earthlink.net =
href=3D"mailto:kmalm@earthlink.net">Katherine Malm</A>=20
</DIV>
<DIV><B>To:</B> <A title=3Dcanslim@lists.xmission.com=20
=
href=3D"mailto:canslim@lists.xmission.com">canslim@lists.xmission.com</A>=
</DIV>
<DIV><B>Sent:</B> Wednesday, April 23, 2003 10:02 AM</DIV>
<DIV><B>Subject:</B> RE: [CANSLIM] CANSLIM List FAQ-Monthly=20
Posting</DIV></DIV>
<DIV><BR></DIV>
<DIV><SPAN class=3D078015813-23042003>LOL...thanks for noticing, =
Joe.... playing=20
catchup and still reading the many CANSLIM postings since returning =
from my=20
latest rim to rim hike in the Grand Canyon! Now *there's* a place that =
always puts the market in perspective. :))</SPAN></DIV>
<DIV><SPAN class=3D078015813-23042003></SPAN> </DIV>
<DIV><SPAN class=3D078015813-23042003></SPAN><SPAN=20
class=3D078015813-23042003>Katherine</SPAN></DIV>
<BLOCKQUOTE dir=3Dltr style=3D"MARGIN-RIGHT: 0px">
<DIV class=3DOutlookMessageHeader dir=3Dltr align=3Dleft><FONT =
face=3DTahoma=20
size=3D2>-----Original Message-----<BR><B>From:</B> <A=20
=
href=3D"mailto:owner-canslim@lists.xmission.com">owner-canslim@lists.xmis=
sion.com</A>=20
[mailto:owner-canslim@lists.xmission.com]<B>On Behalf Of </B>Joe=20
McCall<BR><B>Sent:</B> Wednesday, April 23, 2003 7:49 =
AM<BR><B>To:</B>=20
canslim@lists.xmission.com<BR><B>Subject:</B> Re: [CANSLIM] CANSLIM =
List=20
FAQ-Monthly Posting<BR><BR></FONT></DIV>
<DIV><FONT face=3DTahoma size=3D2>Katherine,</FONT></DIV>
<DIV><FONT face=3DTahoma size=3D2></FONT> </DIV>
<DIV><FONT face=3DTahoma size=3D2>It has been a while since we heard =
from you=20
(20 Days). We all miss you.</FONT></DIV>
<DIV><FONT face=3DTahoma size=3D2></FONT> </DIV>
<DIV><FONT face=3DTahoma size=3D2>Joe</FONT></DIV>
<DIV><FONT face=3DTahoma size=3D2></FONT> </DIV>
<BLOCKQUOTE dir=3Dltr=20
style=3D"PADDING-RIGHT: 0px; PADDING-LEFT: 5px; MARGIN-LEFT: 5px; =
BORDER-LEFT: #000000 2px solid; MARGIN-RIGHT: 0px">
<DIV style=3D"FONT: 10pt arial">----- Original Message ----- =
</DIV>
<DIV=20
style=3D"BACKGROUND: #e4e4e4; FONT: 10pt arial; font-color: =
black"><B>From:</B>=20
<A title=3Dkmalm@earthlink.net =
href=3D"mailto:kmalm@earthlink.net">Katherine=20
Malm</A> </DIV>
<DIV style=3D"FONT: 10pt arial"><B>To:</B> <A=20
title=3Dcanslim@lists.xmission.com=20
=
href=3D"mailto:Canslim@Lists.Xmission.Com">Canslim@Lists.Xmission.Com</A>=
=20
</DIV>
<DIV style=3D"FONT: 10pt arial"><B>Sent:</B> Thursday, April 03, =
2003 11:47=20
AM</DIV>
<DIV style=3D"FONT: 10pt arial"><B>Subject:</B> [CANSLIM] CANSLIM =
List=20
FAQ-Monthly Posting</DIV>
<DIV><BR></DIV>
<DIV><I style=3D"mso-bidi-font-style: normal"><SPAN=20
style=3D"mso-bidi-font-weight: bold">This FAQ is also available =
at:=20
</SPAN></I><A=20
=
href=3D"http://WallStreet-LLC.com/canslim/CANSLIMFAQ.doc">http://WallStre=
et-LLC.com/canslim/CANSLIMFAQ.doc</A>=20
or <EM> </EM><A=20
=
href=3D"http://WallStreet-LLC.com/canslim/CANSLIMFAQ.zip"><EM>http://Wall=
Street-LLC.com/canslim/CANSLIMFAQ.zip</EM></A>=20
(zipped version for those who are having trouble displaying the =
document=20
within their browser)</DIV>
<DIV>
<P class=3DSubheading2 style=3D"MARGIN: 0in 0in 0pt"><SPAN=20
style=3D"FONT-STYLE: normal; mso-bidi-font-weight: =
normal"></SPAN> </P></DIV></BLOCKQUOTE></BLOCKQUOTE></BLOCKQUOTE></B=
ODY></HTML>
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Previous Article (by Date): Re: [CANSLIM] CANSLIM List FAQ-Monthly Posting "Tom Worley"
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