Boeing Co. (BA)

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  • commenter
    Stockaccumul
    ator
    Jun 27 02:33 PM
    Possible Bounce Plays: PetroBras, RIMM, GE, Boeing, Rockwell Automation [view article]
    Yes, excellent article... Petrobras is the number one bounce play today and for the next week ... it is only $10 off its all time high, and heading back to it ($77) very quickly... oil is at $140 per Barrel, PBR is a pure oil, gas, explore, play... exonential profit growth, about to announce earnings based on the last three month's high price of oil and gas... the world has never seen the kind of huge profit growth announcement that PBR is about to announce soon... PBR may be back to its $77 by late next week.... this is the last you will see this stock at today's price ever... it seems a fluke that it is still available... PBR is the best of ten thousand stocks, and the only one to seriously look at, with only a PE of around 20 to 22, and amazing news all this and last week, including today's fabulous upgrade... PBR will be far past the $95 prediction by fall without a doubt... all other oil plays already came back to basically their all time high... but you should move fast, as PBR has a tendency to quickly climb up $4 per day when it is on the move... that would be only 3 days to its all time high... but PBR also good as a long term play... we all know PBR will double in price by next summer this time... Reply
  • commenter
    SivBum
    Jun 27 10:41 AM
    New Lows For the Dow [view article]
    Thanks for the listing...it has been a wiped out for big caps...what's not shown are similar bloodletting for mid & small caps as well. Only shining stars are oil/services and TIPs. Reply
  • commenter
    trader_murf
    Jun 27 09:58 AM
    Three Reasons Boeing Looks Powerful [view article]
    I agree with analysis. Unfortunately when the stampede is under way it is tough to go against the crowd. Like fatcat above altho I started to scale in far below the top I've been thrown off horses less painful than this ride. But I think the thesis holds. The real key seems to be the price of oil, even a modest temporary pullback could give BA a nice bump enough to scale back position. I do miss the buy and hold and just pulling profits off stuff days! Reply
  • commenter
    fatcat
    Jun 27 06:00 AM
    Three Reasons Boeing Looks Powerful [view article]
    Good article Bill,unfortunately I started too early,been stopped out a couple of times..Your thoughts help,because I haven't given up yet! Reply
  • commenter
    Analyst's
    are
    worthless
    Jun 26 11:43 AM
    Wednesday Options Outlook: ORCL, IYR, CMCSK, ANF, ETN, MDCO, BAC, BA [view article]
    BAC and the financials are not done going down! Look at BAC today and the XLF. Bullish Calls are losing their shirts. Reply
  • commenter
    johnthebear
    Jun 26 12:20 AM
    Wednesday Options Outlook: ORCL, IYR, CMCSK, ANF, ETN, MDCO, BAC, BA [view article]
    It is very hard to understand the point the writer is trying to make. So what direction does he assume each stock to take in Thursdays trading... IYR is my main interest as I invest in SRS at 2:1 ratio?

    Please boil it down to your estimate of direction and magnitude for each of these positions for tomorrow's trading.

    Thanks.     Reply
  • commenter
    User 144216
    Jun 25 06:39 PM
    Wall Street Breakfast: Must-Know News [view article]
    Market Currents is great. It may take some time for people to get used to it, though. Reply
  • commenter
    A
    midwestern
    neighbor
    Jun 25 02:09 PM
    Wall Street Breakfast: Must-Know News [view article]
    GS really doesn't get BA. Sure, airlines are hurting. Yes, some orders will get cancelled. But let me ask...how many years worth of backlog are there? Yeah, several, worth ~10 times BA's market cap! And a big reason many of those orders exist is because the newer planes are more fuel-efficient...*help... the airlines deal with high fuel costs. Yet GS cites that high fuel cost as a source of hurt for BA. The reality is, high fuel costs for airlines are a moot point - these effects cancel each other to some degree. Furthermore, given the multi-year backlog, it is likely that fuel costs will have either moderated again, or that the overall economic situation will change in some way that diminishes the effect of high oil prices. Those lost orders could easily be renewed two years down the road, before they were originally scheduled for delivery anyway!

    Furthermore...aside from all the talk of lost orders and high fuel costs, GS is downgrading BA right at the time when BA is *finally* starting to meet milestones on the 787...if anything, BA is finally building momentum on that project, and apart from macro-economic worries, BA would be seen as having bottomed.

    In short, I think there's a better than 50% chance that GS has muffed this one big time! The dollar may soon begin strengthening; we may soon see offshore drilling limits lifted...both causing lower oil prices; and BA is building momentum. Note that they beat last quarter, also amidst record high oil, and during a period where it seemed like the 787 project was announcing a new delay every month. Their existing production deliveries were being made more efficiently than expected, showing the company is thriving despite the 787 delays, and despite high oil.

    I am long BA.
     Reply
  • commenter
    User 109922
    Jun 25 11:37 AM
    Wall Street Breakfast: Must-Know News [view article]
    sure like Under the Radar News Reply
  • commenter
    RightinSanFr
    ancisco
    Jun 25 11:29 AM
    My Website
    Wall Street Breakfast: Must-Know News [view article]
    One more vote for "Under the Radar". Have checked Market Currents, but it is too much. What I most appreciate on both of your columns is your ability to select those items that seem to fit into a pattern - although I would be hard pressed to identify what that pattern is. Reply
  • commenter
    BillF
    Jun 25 11:03 AM
    Wall Street Breakfast: Must-Know News [view article]
    Somehow I missed a couple of issues. Really missed them. :-) Reply
  • commenter
    SA Editor
    Eli Hoffmann
    Jun 25 10:47 AM
    Wall Street Breakfast: Must-Know News [view article]
    Thanks for your comments guys. I'm interested in your feedback.

    My thoughts were that our new Market Currents (archive page: seekingalpha.com/marke...) is like Under The Radar on steroids. Have you seen it?     Reply
  • commenter
    Reader 1
    Jun 25 10:10 AM
    Wall Street Breakfast: Must-Know News [view article]
    I love WS breakfast! Thank You Eli. Can't wait for the return
    of "UNDER THE RADAR NEWS".     Reply
  • commenter
    RiverCat
    Jun 25 10:07 AM
    Wall Street Breakfast: Must-Know News [view article]
    4th vote - Under the Radar Reply
  • commenter
    Mazel Tov
    Jun 25 09:59 AM
    My Website
    Wall Street Breakfast: Must-Know News [view article]
    Mazel Tov to that!!! Under the Radar baby!!! Give it to us Rabbi Hoffmann Reply

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