- Sterne Agee says that per their checks, Boeing's (BA +1.6%) Q1 deliveries are behind plan.
- The "current delivery pace would result in flat year-over-year 1Q14 deliveries vs. double-digit growth," Sterne says.
- "Sterne has been THE bull in the name," tweets Notable Calls. Sterne still rates Boeing at a Buy, "but the tid-bits they have picked up are cautious indeed."
- In Q4, deliveries in the commercial airplanes division rose 4% to 172; the company's 2014 target is 715-725.