Boeing Co. (BA)
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- 36 Opportunities for the Beginning of the Bull [view article]
- No Buy Recommendations - Cramer's Lightning Round (10/1/08) [view article]
- Nuclear Winter Pick - Cramer's Mad Money (9/24/08) [view article]
- Hedge Fund Tracking: Atticus Capital (Timothy Barakett) [view article]
- Volatility Hedge: Short Boeing, Long on National City [view article]
- An Appeal for Sanity: Boeing's Impending Strike [view article]
- Boeing Losers - Cramer's Mad Money (9/25/08) [view article]
- Time to Buy Boeing? [view article]
- 8 Ways to Profit if OPEC Dumps the Dollar [view article]
- Dogs of the Dow in the Dumpster [view article]
- The Test of Wills at Boeing [view article]
- Year to Date Performance of Dow 30 Members [view article]
loading ...Recent BA Articles
- 36 Opportunities for the Beginning of the Bull
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- Hedge Fund Tracking: Atticus Capital (Timothy Barakett)
- Time to Buy Boeing?
- 13 Defense and Aerospace Stocks to Consider
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- Dogs of the Dow in the Dumpster
- The Test of Wills at Boeing
- Boeing Braces for Potentially Long Workers' Strike
- Boeing Strike Seems More Like Corporate Terrorism
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6 Ways to Profit from a China Investing Strategy [view article]
it s when there is plenty of uncertainty that you start to invest using the cost average method. I do understand investor88 also if you are foolish enough to put all your money at once in this market but I don t thinlk that s what William Patalon lll is advocating. Look at most of his recommendations they pay a dividend so every time they go down 10% buy another 50 shares or so.Plus in the meantime you are getting paid to hold your shares. To conclude I believe China is the place to be but dont put all your eggs in the same basket. What % of your portfolio should be allocated to China William? ReplyThe Economic Cost of the Military Industrial Complex [view article]
This waste MUST lead to social/economic collapse. Easily proven:Mathematics of Rule:
www.nazisociopaths.org...
Bill Ross
(electronics design engineer) Reply
6 Ways to Profit from a China Investing Strategy [view article]
A very logical article but I if portfolios are bleeding, then an alternative strategy to investing is to sit it out in cash at the risk of underperforming. It is an issue of timing, the global bullish trend will return some day but no one knows when. This is not a normal correction or a normal recession, plenty of uncertainty ahead. What investing strategy to adopt? - it depends on investor risk profile and conviction of the investment merits. Reply6 Ways to Profit from a China Investing Strategy [view article]
Good article William , you expressed with better words what I am saying for a while in many posts I made lately.Even Warren Buffet took his precious time recently to give a conference to young american students ,i.e. the future of our country, and he explained them that the 19th century belong to UK , the 20th to USA and the 21st to China.I would add that the moment to invest in chinese stocks is better than ever as the stocks are in sale, for example look at FMCN , STV , EJ , FUQI and NED as well as solars companies( SOL , SOLF, TSL, YGE and many others). ReplyBoeing Drags Its Heels on Air Force Bid [view article]
If you read the GAO report, it is quite clear that the Air Force's decision was far from balanced. There was no fair playing field and that was finally recognized. The fact the several of John McCain;s staff were lobbyists for Northrop seems to escape many. This bid has become terribly convoluted and political beyond the boundaries that make for a reasonable and objective choice. Boeing has been forced to spend millions on a plane that is more than adequate and is asked to comply with a changing set of demands in two weeks. It has become absurd.Reply
6 Ways to Profit from a China Investing Strategy [view article]
FSLR is American based in Arizona. LDK would be a Chinese Solar with with similar earnings but trading at a P/E of 18 versus 91 with eaqual growth potential. ReplyBoeing Drags Its Heels on Air Force Bid [view article]
Ah yes, the war profiteers fight over the contracts. An ugly necessity, but if we're going to enrich a multi-billion dollar corporation with our tax money, it might as well be one of our own."Regarding offshore manufacturing, how far would the average American be forced to pay to keep textiles (or any) factories in the US?"
As for that, it's too bad people automatically default to the assumption that we have to send our jobs and money overseas to obtain cheap goods for America instead of focusing on redesigning our manufacturing process for greater efficiency. After all, that's how Toyota beat us.
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Boeing Drags Its Heels on Air Force Bid [view article]
Let me get this straight.
1) After the Boeing/Druyun fiasco, Air Force wants to replace tankers and now needs a competition with at least two bidders.
2) Air Force releases a "solicitation&quo... (draft Request For Proposal) to the two only interested parties, Boeing and Northrop.
3) Boeing and Northrop check out the draft RFP.
3) Northrop takes a look and says that draft RFP in current form does not warrant them to develop a bid (not to be confused with "pulling out" since they have not yet agreed to participate.
4) Air Force amends RFP (to both Boeing and Northrop) to make it fair and to allow Northrop to participate in the bidding process.
5) Unlike most analysts, Northrop now thinks it has a real, albeit outside chance of winning.
Important to Note here: Air Force doesn't know what Northrop's bid will contain, therefore it's impossible for them to slant the RFP towards Northrop - right?
6) Boeing and Northrop agree in writing with final RFP and its fairness.
7) Both parties submit bids to the Air Force.
8) Air Force evaluates bids and, against all odds, Northrop wins the competition with a product offering more bangs for bucks.
8) Boeing is shocked - it never in their wildest dreams occurred to them that they could lose this one.
9) Boeing launches protest with the GAO, claiming that the rules were changed midway through the competition to unfairly favor Northrop. (this refers to the amendment the Air Force made to the draft RFP to allow Northrop to compete in the first place. Boeing delivered a bid and as such must have agreed to the final RFP wording. This is not midway through the competition but PRIOR to the competition).
10) GAO upholds 8 points in Boeing's protest and Air Force agrees to let the Pentagon deal with the problem.
11) Pentagon drafts clarifications to RFP relating to the 8 points of contention and allows competitors to submit revised bids addressing these 8 points only - i.e not a completely new competition.
12) Boeing, knowing now a lot more about Northrop's bid and why it won, threatens to not submit a revised bid (reported by the media wrongly as Boeing pulling out of the competition. They cannot pull out anymore since they are already in the midst of it - protest and all. All they can do is to fail amending their bid...in which case the Pentagon should evaluate the 8 points in the (revised) bids as submitted by the new deadline). Boeing still may win because costs are calculated over 40 years instead of 25.
Sounds all fair to me so far. It would however be extremely unfair to allow either competitor to enter an entirely new product whilst knowing that their original proposal has failed. This is then called a "Dutch Auction".
BTW, both competitors are American entries and have qualified to bid under the "Buy American" rules.
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Boeing Drags Its Heels on Air Force Bid [view article]
Regarding offshore manufacturing, how far would the average American be forced to pay to keep textiles factories in the US? Will they stop going to Walmart and pay 5x the price at "Made in America" store? Textiles, electronics, cars, shoes, etc. Where does it stop? Also, since Americans are willing to shell out 100USD for a pair of shoes made in Vietnam for 5USD, what does that say about American companies and consumers? ReplyBoeing Drags Its Heels on Air Force Bid [view article]
There is one important point that is missed in this discussion. We, as a country, cannot expect to remain an independent and secure nation if we continue to farm out our manufacturing, train competing countries all we know, and allow the skills to disappear from the American labor force.If we were to go to war with China at this point we would would be obliged to humbly ask them for a good price on supplying our military's uniforms to us. We are no longer able to produce our own clothing, military or otherwise. Only a couple of decades ago, textile manufacturers from around the globe were traveling to the southeastern United States to take tours of our then state-of-the-art facilities. Not any more.
Skilled workers such as machinists and tool and die makers will soon be a thing of the past in the US. How is this good policy? We are systematically dismantling and selling the greatest manufacturing industry in the history of humankind.
This will clearly impact national security, but not enough Americans seem to get terribly upset about it. I believe the author of this "piece" (I won't say of what) referred to this as "whining."
This trend is foolish and perhaps even traitorous.
Now there is actually a debate as to whether we will begin to farm out our ability to produce military equipment and airplanes. Dumb, dumb, dumb... Reply
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Boeing Drags Its Heels on Air Force Bid [view article]
Possible "conflex" (some call it "double" dipping) with the $35B tanker competition
Report Commentby Joseph S. @ 7:19pm - Sat Aug 23rd, 2008
There appears to be "conflex" (some call it "double" dipping) of interest and/or get "double" paycheck from retired US civilian and military officers in this contract with Boeing. How? Well it's well known that before high ranking civilian and military officers "pack up" classified material which they mail using US government security to potential employers to the security office to where they plan to work for when they retire.
BINGO, they could be dumb as hell, however during job interviews to foreign (and US) companies, they know before what projects they will be working on which is what they are already working on before retiring. Now the foreign and US companies hire the individual which increase pay and a higher chance to winning the contract.
All one has to do is review the foreign and US company working in and around the US see their names and the types of work they are now doing. In addition, every year the USAA, AFA, NASA, and others have show and tell at convention centers in Washington, DC, Los Angeles, and a few other cities and see what is happening to our industry.
I see the same with the Boeing and Northrop Grumman Corp. with its partner Airbus parent European Aeronautic Defense and Space Co. I'm almost sure it happen with the helicopter contract for the President. It's also happening with the Ballistic Missile Defense Contracts.
AW&ST had some good data that GAO missed on regarding to this $35B tanker competition.
I believe GAO got this one wrong since they only looked at one piece of the entire $35B tanker competition with Northrop and EADS in Europe.
This is only the "tip-of-the-icebe...
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Ceasure
Boeing Drags Its Heels on Air Force Bid [view article]
The cost of assembling a bid on a major contract like this is astranomical. This is the third time Boeing has been forced to do it and th rules keep changing. All they are asking for is a reasonable amount of time to gather data and put togather a proposal on the new requirement for a bigger plane. Respirate should wake up - Boeing isn't bluffing. Although it would be a loss for Boeing; loosing this contract would not be a back breaker for them, although they may become more subjective in their future decisions whether or not to compete on RFPs. If the Air Force wants EADS that bad they may be stuck with them! Even corporations can take only so much crap before they say, "piss off"! ReplyWall Street Breakfast: Must-Know News [view article]
Sadly, I have to agree with "secmaven" ...again.Dave Reply
Boeing Drags Its Heels on Air Force Bid [view article]
You fail to mention the fact that Northrop Grumman\EADS made a similar move prior to this previous round which they successfully asked that the Pentagon alter key metrics that would make a larger plane better. Also you forget this is the 3rd round of competition for this replacement. Lastly, you fail to point out that due to the size of this procurement that the Congress has stated they want it to be a contested bid. All of this leads to one point, who has the power. Unfortunately for the Pentagon it is not them! Reply6 Ways to Profit from a China Investing Strategy [view article]
SBUX is another good choice. Reply