BJ

Bob Jordan 5.0 2 ideas

CNBC host
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Per mention Per thesis
ⓘ First mention per (ticker, direction)
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2 thesis opens · 2 long · 0 short
Energy (1) dominates · 2 themes
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Theme: · Stance:
#TickerNameStanceConvEntryP&L YTDThemeThesisMentionedSrc
1 CRAK VanEck Oil Refiners ETF LONG HIGH $47.28 Energy Bob Jordan expects jet fuel prices to remain higher for the remainder of the year, impacti… Apr 23 YOUTUBE
2 LUV Southwest Airlines Co. LONG HIGH $38.65 Other Southwest Airlines is experiencing strong demand, margin expansion, and earnings growth de… Apr 23 YOUTUBE
Positions
TickerDirEntryP&LDate
CRAK LONG $47.28 Apr 23
LUV LONG $38.65 Apr 23
▶ YouTube Southwest Airlines CEO Bob Jordan: We expect higher jet fuel prices for the remainder of the year
Expect higher jet fuel all year.
Bob Jordan expects jet fuel prices to remain higher for the remainder of the year, impacting airline costs but the company plans accordingly using the forward curve and focusing on cost control.
CRAK HIGH CNBC Apr 23, 13:18
Bob Jordan
CNBC host
▶ YouTube Southwest Airlines CEO Bob Jordan: We expect higher jet fuel prices for the remainder of the year
Southwest's transformation driving margin expansion.
Southwest Airlines is experiencing strong demand, margin expansion, and earnings growth despite a $1 billion fuel headwind; the transformation is working, with stellar Q1 results and a positive Q2 forecast.
LUV HIGH CNBC Apr 23, 13:18
Bob Jordan
CNBC host
Bob Jordan (CNBC host) | 2 trade ideas tracked | LUV, CRAK | YouTube | Buzzberg