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  1. Middle East/Africa: Regional Economic Review – Q1 2014

    On April 2, AirTran Holdings AAI raised its offer for Midwest Air Group MEH again. The new offer is composed of $9 in cash and 0.5842 AirTran shares for each Midwest share, valuing the total deal around $390 million. We now think that most of the value in the deal accrues to Midwest shareholders. ...

  2. Bob Rodriguez: Speech to CFA Society of Reno

    On July 26, Midwest Air Group MEH reported weak second-quarter results that support our view that the carrier will fall short of delivering long-term shareholder value even remotely close to that of an AirTran AAI exchange offer that remains on the table. On the conference call, Midwest provided ...

  3. Launching The Month Of Love: Southwest Airlines Shows Atlanta Its Heart

    Launching The Month Of Love: Southwest Airlines Shows Atlanta Its Heart

  4. Betting Against Airlines Through an ETF

    Use an ETF to short an overvalued and heavily uncertain industry.

  5. Stock Star Rating Performance Update

    As 2005 draws to a close, our performance continues to be solid all around, with some bright spots and a few areas for further improvement. Our contrarian stance on large-cap and energy stocks has weighed on our results recently, but we're still confident that those calls will work out in the end. ...

  6. Southwest Airlines' 41st-Consecutive ProfitSharing Payment is Record Dollar Amount--$355 Million

    Southwest Airlines' 41st-Consecutive ProfitSharing Payment is Record Dollar Amount--$355 Million

  7. U.S. Housing Sector – Losing Ground?

    AirTran's proposed merger with Midwest Airlines will enhance shareholder value.

  8. Week in Stocks: Expedia Makes a Thrilling Offer

    ...That Shareholders Should Refuse.

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