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BA
The Boeing Company - NYSE

7/10/2014, 2:24 AM ET
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  • Boeing Could Yield 4% In 4 Years
    Seeking Early Retirement Yesterday, 2:48 AM 18 Comments

    Summary

    • Boeing has not been famous for paying high dividends in the past.
    • Boeing’s revenue will continue to grow and operating margins as well as cash flow are expected to rise mid-term.
    • The 50% dividend raise at the beginning of 2014 may be a turning point and the start of more attractive dividend increases.
    • Boeing is committed to return significant amounts of cash to its shareholders; yield on cost could reach 4% in 2018.
  • Boeing Will Continue To Outperform The Broader Market
    BB Research Sat, Jul. 5 8 Comments

    Summary

    • Boeing’s second quarter passenger jet deliveries rose more than 7%, led by growing Dreamliner demand.
    • The stock has outperformed the S&P 500 by a significant margin in the last five years, and we believe the trend will continue.
    • We are impressed with the company's free cash flow generation and stable operating margin.
  • The Slow Death Of 4 Engine Airliners Will Play Into Boeing's Hands

    Summary

    • Airlines favor twin-engine jets which are more flexible and operate at lower costs.
    • The Airbus A380 and Boeing 747-8i are not commercial success and will possibly end the era of four-engine passenger aircrafts.
    • The new Boeing 777-9X will be the largest twin-engine wide-body plane and give Boeing a competitive advantage.
  • Boeing: A Solid Second Half Play
    Bret Jensen Mon, Jun. 30 14 Comments

    Summary

    • Industrials like Boeing have underperformed the S&P 500 at the halfway point in the market for 2014.
    • This should change in the second half of the year, as the global economy accelerates.
    • Boeing is a solid value here. Earnings and production are ramping up, the stock pays a solid dividend and the shares are a good proxy on emerging market growth.
  • Heavy Metal - Airbus Vs. Boeing In The Large Aircraft Market
    William Loh Wed, Jun. 18 16 Comments

    Summary

    • There have been several new product announcements in the large aircraft market, and they are all important for the financial performance of their creators, Airbus and Boeing.
    • The big twins have proven themselves, and their belly cargo capacity is an added plus.
    • There should still be a place for the A380, but the B747-8I is looking increasingly exposed.
  • Boeing: Emirates Cancels Order For A350, 777X Already A Winner?
    Dhierin Bechai Tue, Jun. 17 12 Comments

    Summary

    • A350 suffers biggest order cancellation.
    • Emirates clearly favors 777X over the A350.
    • Boeing continues its domination in the wide body segment.
  • Boeing - Investors Take Profits After Bad News Hits, Long-Term Appeal Remains On Dips
    The Value Investor Thu, Jun. 12 6 Comments

    Summary

    • Investors took profits as bad news hit the shares from all sides.
    • An analyst downgrade, a huge order cancellation at Airbus and warning from Lufthansa added to the momentum.
    • Shares continue to offer appeal for long-term investors when bought on significant dips.
  • Boeing: A Wonderful Company At A Fair Price
    Sammy Pollack Wed, Jun. 11 4 Comments

    Summary

    • Boeing has a strong competitive advantage and a wide moat around its business.
    • Boeing management has proved to be shareholder friendly.
    • Boeing trades at a fair price.
  • Boeing: Last Chance For The 747-8I Or Just Leverage To Force Airbus To Develop A More Efficient A380?
    Dhierin Bechai Mon, Jun. 9 24 Comments

    Summary

    • Last chance for the Boeing 747-8I.
    • Boeing 747-8I and Airbus A380 seem to have similar fuel efficiencies.
    • Airbus being forced to come up with an A380 PIP.
  • Can Boeing's Epic Backlog Drive Future Growth?
    Quick Pen Sun, Jun. 8 15 Comments

    Summary

    • Boeing's backlog continues to grow as airlines are placing massive orders.
    • The current backlog reflects more than eight years of production at full capacity, but there are doubts regarding the sustainability of backlog as some call it a bubble.
    • Boeing is confident about the stability of the market, and believes the backlog to be rational.
    • To make the most of the rising demand for fuel efficient jets, Boeing has adopted the smarter method of re-engineering current aircraft models, particularly after draining cash in the 787.
  • Boeing's Stealth Taxpayer Subsidy
    Josh Arnold Tue, Jun. 3 22 Comments

    Summary

    • The Export-Import Bank's charter is due for renewal, threatening a key advantage of Boeing.
    • Boeing receives an enormous taxpayer funded subsidy each year.
    • Boeing's funding advantage from the Ex-Im Bank is potentially at risk.
  • Key Takeaways From Boeing's Annual Investor Conference
    Chris Katje Fri, May. 30 1 Comment

    Summary

    • Huge backlog of $441 billion will power the company going forward.
    • Operating margins increasing, providing better earnings power.
    • Company is buying back shares and increasing its dividend payout to reward patient shareholders.
  • Boeing And Airbus: The Battle Of The Jumbos, With An Unexpected Winner?
    Dhierin Bechai Thu, May. 29 17 Comments

    Summary

    • The 777 concept seems to be favorable over the 747 concept.
    • 777X concept also eats away potential orders for the Boeing 747-8I.
    • Boeing seems to come up with a successful model every 15 years.
  • Boeing: Upside Towards $150
    Seeking Profits Thu, May. 22 12 Comments

    Summary

    • At Boeing's shareholder meeting, management reaffirmed its guidance, which should alleviate concerns about the pace of production.
    • Its backlog of $441 billion provides Boeing with substantial revenue visibility and a long growth runway.
    • While commercial aviation is the driver of growth, defense should stop being a drag by the end of 2015 thanks to cost cutting and improving fundamentals.
    • Boeing should trade towards 20x earnings or upwards of $150.
  • Unexpected Rivals Could Benefit From Boeing's 'Mistake' Not To Build A 757NG
    Frederic Laudenklos Tue, May. 20 25 Comments

    Summary

    • Delta's CEO Richard Anderson thinks it's a mistake not to build a 757NG.
    • The new 737MAX does not offer a comparable seating capacity to the 757-200.
    • Both Embraer and Bombardier seem to shift their focus to medium-haul airplanes.
    • As soon as one manufacturer announces a 757-like airplane, Boeing will have to react immediately to not lose customers.
  • Boeing: Great Prospects Ahead
    Investing Insight Mon, May. 19 5 Comments

    Summary

    • Boeing recently announced an agreement with the US Navy for 47 new fighter jets.
    • Late in April 2014 Iran also showed willingness to buy 400 new passenger airplanes to support its retiring fleets, if sanctions are eased.
    • With the world economy recovering, IATA expects a good outlook for the aviation industry and predicts passenger traffic will rise by 5.8% YoY in 2014.
  • Will Boeing 747 Fly Steady In The Face Of Current Headwinds?
    Quick Pen Mon, May. 19 14 Comments

    Summary

    • Boeing 747 orders remain weak with just one order so far this year.
    • The Jumbo Jet is losing edge over newer aircraft that claim better fuel efficiency.
    • Changing technology and shift in customer requirements are weighing on the demand for large jets such as the 747.
    • Boeing 777X, which is slated to enter service this decade, could eat away a share of orders that could have gone to the 747.
    • The 747 still remains one of the best choices for the cargo market.
  • Why Boeing Is The Strongest It's Ever Been
    Valuentum Thu, May. 15 3 Comments

    Summary

    • Boeing has come a long way since the depths of the Global Financial Crisis.
    • We like the aerospace supplier quite a bit, but its Valuentum Buying Index score isn't very attractive.
    • We tend to prefer opportunities with high Valuentum Buying Index ratings, but Boeing may be the strongest it's been in history.
  • Boeing: What Is New On The Boeing 777X?
    Dhierin Bechai Wed, May. 7 21 Comments

    Summary

    • Boeing 777X to replace 747-400 and 777-200LR.
    • Record-breaking launch, but there is more to come.
    • New engines and wing design result in lower fuel consumption and better aerodynamic performance.
  • Boeing - The Current Growth Is Just The Beginning
    Alpha Strategist Sun, May. 4 11 Comments

    Summary

    • Boeing beat analyst estimates of its EPS and revenues. The revenue growth of 8% was backed by the increased manufacturing rate that is expected to increase further.
    • Backlog and new orders remained strong.
    • Boeing’s largest segment, Commercial Airplane, experienced a revenue increase of 19%. Next generation 737, with its superior fuel and operating cost efficiency, will keep driving Boeing’s earnings.
    • Boeing’s price is still attractive for long-term investors that want to capture the forecasted growth in the aerospace industry. Analyst valuations give an overall very positive outlook.
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Company Description

Boeing Co designs, develops, manufactures, sells and supports commercial jetliners, military aircraft, satellites, missile defense, human space flight and launch systems and services.