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NYSE:BA

Boeing (BA)

222.97
+0.25 (0.11%)
as of Jun 18, 2026, 11:13:23 pm Market Open.
203 watching
0
PAST TOP PICK
(A Top Pick Dec 20/10. Up 20.41%.) Have a very large backlog, primarily in the commercial aerospace. They've just started delivering their 787’s and she expects that to run. Despite the fact that they have a lot of orders for the 787’s, she expects it will get a lot of orders for the 737’s this year.
DON'T BUY
His view is that banks are likely to go through quite a long period of time where they are sold and distributed out of investor portfolios in favour of other types of assets. Earnings multiples that the market is willing to pay may come down over time because the return on equity is challenged. There is only so much capital in the market and their are a group of banks, like the European banks, who are all going to have to raise equity.
HOLD
Just announced a huge deal of $26 billion with Middle East Airlines. Thanks this one longer-term by shorter-term it is a matter of getting execution by selling as many things as possible.
COMMENT
Had an uptrend from 2009, broke it and is now in a bit of a rectangle. Sideways movement. No breakdown. If it broke through the support level of the mid-$50, it would be dangerous.
COMMENT
Very cyclical company. Very international. A lot of the demand is going to come out of China. Well run. If you don't need dividend yield and you want to be in this sector, you don't have a lot of options. Dividend yield of 3%.
BUY
Great long-term value. Finally made first delivery of latest model. Airlines have to keep their fleets current as most recent models are more field efficient.
TOP PICK
Trading not far off what it was a year ago. New model plane is available for delivery. Have significant orders. 12x earnings, good dividend and 15% earnings growth ahead of them as far as they can see.
PAST TOP PICK
(Top Pick Sep 14/10, Up 9.28%) Was not selling. It was inevitable that the new model was going to happen. Different companies do the heavy lifting at different times.
TOP PICK
Defense and commercial aerospace but she doesn't expect much out of the defense side. Likes their commercial side where there is more air travel from developing countries. Also there are replacement demands for developed countries that need more fuel-efficient engines. High backlog. 787 is expected to be out in a couple of months.
TOP PICK
Half commercial aerospace and half defense. Defense budgets are under scrutiny and no one is factoring much upside in this division. Commercial side has growth from emerging markets for increased business/consumer travel as their economies evolve. In the developed market it is a replacement market as all airlines want more fuel-efficient planes. 787 should be certified later this summer.
DON'T BUY
Very bullish on airline manufacturing. Market for new airlines is exploding but this company has execution problems. Dreamliner is so long delayed but believe they will get it off the ground and will be a big winner. Would prefer Embraer (ERJ-N) or Bombardier (BBD.B-T) instead.
TOP PICK
Half commercial aerospace and half defense. She is in it for the commercial aerospace. Passenger traffic growth has rebounded. Negative in 2009. Long term it always grows 5% annually. Now back to pre-recession levels. New 787 had numerous delays but management expects to deliver in the 2nd half of 2011. Huge backlog and expects huge cash flows and strong earnings.
BUY
Industrial sector is where you want to be at this point in the economic cycle. Ranks very well in his screens. Beat earnings in the last quarter. Good earnings momentum. Above the 50 and 200 day moving averages.
TOP PICK
787 Dreamliner was scheduled for Q1 of 2011 but now expected to be the last half but she is not concerned. Have been getting very good orders on their 737s and increased demands on 777s. Developing countries are ordering and commercial air traffic is now rebounding.
BUY
Had an issue with smoke in a cabin in a Dreamliner. This airplane will be around for many decades and this is the time to take advantage of a weaker stock price. 737 is in a new refresh cycle. Expect they will grow earnings 15%-20% per year.
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