DAL

DAL is building a multi-million hub expansion in Salt Lake City, Utah.

Expanded by nearly 10 fold the reimbursement for overbooking to $10,000, formerly $1,350. Learned from UALs fall in market capitalization by negative PR of passenger who was injured by being physically dragged and removed from flight.

Will Putin become One of Trump’s Mistresses?

According to Bloomberg, in the early 2000s, the Russian and U.S. presidents, Vladimir Putin and George W. Bush, decided it was time their two countries had a closer relationship. The obvious place to start was the oil industry. The U.S. was importing almost twice as much crude as it produced and wanted to diversify away from Middle Eastern suppliers. Russia’s vast, untapped reserves of oil needed two things U.S. companies had plenty of: money and technology.

In October 2002 the inaugural U.S.-Russia Commercial Energy Summit convened in Houston. Over two days, members of both governments and executives from 70 oil and gas companies mingled and talked business. Eleven months later, a second summit was held in St. Petersburg, where the focus was on improving the climate for energy investment in Russia.

Trump has vowed to improve relations with Russia and has tapped former ExxonMobil Chief Executive Officer Rex Tillerson to serve as secretary of state. Tillerson arguably has more Russia experience than any other U.S. executive, having negotiated a $500 billion joint venture with Kremlin-controlled Rosneft in 2011.

Rex Tillerson received the Order of Friendship from Russian President Vladimir Putin in 2013. Tillerson’s work with ExxonMobil (NYSE: XOM) included a stretch working for Exxon Neftegas Ltd., putting him in charge of the subsidiary’s fields in Russia and the Caspian Sea.

If Rex Tillerson wants the Mexican Oil Rights, he should follow the following dictum.

According to the Washington Post, two years before receiving the award, ExxonMobil won a contract to explore for oil in a Russia-controlled portion of the Arctic Ocean, which was made more economically viable for drilling in part thanks to the sea ice decline that’s followed global warming. Putin himself announced the deal at a meeting in Sochi (where the Winter Olympics would be held the next year).

See Mr. Exxon, May you Go to Form PEACE, Goes to Washington and Moscow

The Lady in Red - Privet-0369

Vs.

Paul Bunyon for Presidente

Or IOT Concrete

Hedge Against LMT Long Position

For Speculative Accounts Only: Buy a UTX Straddle: 2/17/17 $105 Puts, $125 Calls.  Jet Engines are most profitable aspect of fighter aircrafts.  UTX P/E only 12.62 with dividend of 2.44%.  If ATDT slashes defense budgets, this author believes UTX will fall proportionally more than LMT unless UTX is awarded the F-16 engine contract.  LMT is buffeted by F-16 India contract and high profile, prolonged debate of NATO countries purchase orders of F-35 contracts.

How Lockheed can save $600M on the F-35A. The proof is in the pudding because the stock was only down 0.26% during the broad sell-off on 1/30/17. After hours, down 0.13%, and excellent reentry point for those who missed the original recommendation.

A Leveraged Way to Play Jet Fuel Besides the Risk of Futures

For Speculative Accounts Only:  LUV 1/27/17 $50 Puts.  Trade activity was double yesterday of open interest.

Airlines are the most sensitive to the price of Crude Oil for Jet Fuel.  By 1/27/17, Thanksgiving and Christmas sales (the most profitable time for the airlines, Black Friday Sales had poor comparisons) should be baked into the stock.  Earlier than the next Fed move.  Also, consumer durables are in dire straits.  Just listen to the radio, TV, or internet banner ads for automotive leases and sales.

INTC held Steady During Yesterday’s Pummeling

Reiterate BUY on INTC: Intel has the #1 share in NAND based Solid State Drives being sold into the enterprise, where their processors enjoy a 95% market share.  There is a broad movement of ISPs to move from RAID5 to NAND SSDs.  They also have a strong position in IOT and smart cars. Dividend yield of 2.91%.

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Arctic Blast will Chill NA

The first intrusion of arctic air this week has already made its way into the Plains and upper Midwest, and will take aim on the Northeast Thursday into Friday. Another round of potentially even colder temperatures may then plunge south of the Canadian border and into the central states by this weekend, on the heels of Winter Storm Decima.

Some locations could see their coldest December temperatures in several years, and a few record lows may be threatened. Wind chills will make it feel like the teens, 20s or 30s below zero in the Midwest, at times, this week.

Conclusion: Reiterate BUY on CHK – Also See THIS

Popcorn will POP AMZNing

The company has expanded its Prime Now service, which delivers tens of thousands of products commonly found in convenience and drug stores in as little as an hour, to combine the ease of online shopping with the instant gratification of getting goods at a store.

Conclusion for Speculative Accounts Only: $950 Calls 1/19/18 LEAPS will identify with good comparisons to this years’ lackluster holiday sales.

Amazon (AMZN) CEO Jeff Bezos had some carefully chosen words to describe President-elect Donald Trump’s tech summit, held Wednesday afternoon in New York City’s Trump Tower.

“I found today’s meeting with the President-elect, his transition team, and tech leaders to be very productive,” Bezos told Yahoo Finance in a statement. “I shared the view that the administration should make innovation one of its key pillars, which would create a huge number of jobs across the whole country, in all sectors, not just tech—agriculture, infrastructure, manufacturing—everywhere.”

Struggling Cities Poised for A Rebound

The energy bust, for instance, pushed Houston down 42 places, to No. 68 this year. Fargo, N.D., a shale-oil hub that exploded in growth in recent years, fell from first among small cities last year to 15th in 2016.

Other parts of the Midwest haven’t been as lucky as some of the auto cities. The strengthening dollar has hurt exports this year, and that, in turn, has hurt cities dependent on foreign markets, such as Indianapolis, Lexington, Ky., and Little Rock, Ark.