RE: recent posts I appreciate your interest in a productive conversation about the stock, but, funny enough, there is not much to say on this company day-to-day. It generates all its revenue from one customer, so customer wins or losses are not a factor. It gets a guaranteed minimum revenue, so business volatility is minimal. It is protected against energy price fluctuations, a unique attribute in the airline industry. It has a long track record as a solid operator (as evidenced by achieving performance incentives, no accidents, etc). All very boring, unchanged for years, and perfectly suited to sustain a dividend.
The only excitement comes when the financial strength of AC is questioned, or when a contract dispute arises. Right now, AC is looking good, with over $2 billion in cash, record load factors, and a recent number of analyst upgrades. With the arbitration to be put to rest this quarter, contract worries should subside. Then there is nothing left to do but argue about which way the stock is going to go (I say up!).