Boeing Co. (BA)

All Comments on BA

  • commenter
    d2cold
    Jul 10 05:42 AM
    More Replacement Tickers for Reshaping David Merkel's Portfolio [view article]
    wouldn't SKM fit in the 'cheap for Korea' mold? Reply
  • commenter
    BlueDog
    Jul 09 07:55 PM
    My Website
    Options Trader: Wednesday Outlook [view article]
    Phil, on May 28, you recommended buying BAC leaps at $4.70.

    "This is good timing for Bank of America (BAC) [another one of our LTP holdings], who are exercising $1.9Bn worth of calls to up their stake in China Construction Bank (CICHF.PK) to 10.75% from 8.2% in China’s second largest bank. BAC’s original $3Bn investment in June 2005 is now worth about $30Bn. The 2010 $35 calls are just $4.70 and make a fantastic long-term investment."

    Those calls are selling for $1.20 today (a 75% loss in a little over a month). I'm curious how you would handle such value erosion in long term calls that you've bought, e.g. sell, hold, average down, if your reason for buying has not changed. Thanks. I enjoy reading your posts.     Reply
  • commenter
    Alex Garcia
    Jul 09 07:41 PM
    My Website
    Is Boeing Ready To Take Off? [view article]
    Nice writeup, but what makes Boeing attractive valuation wize? I hold a position based on Boeing appearing on the magic formula screen top 25 for companies with a minimum market cap of 1000 million. Heres the link to my article
    www.contrarianvalueinv.../     Reply
  • commenter
    contender
    Jul 09 07:16 PM
    Options Trader: Wednesday Outlook [view article]
    Oh by the way - the other major complaint of people trying to emulate your portfolios was that all of the moves on the spreadsheets were /not/ published at all.

    Hey dont get me wrong - maybe since then you have put mechanisms into place for people to track your moves in real time (how do you actively buy and sell options on 40 or 50 positions in real time and keep it straight anyway?). Maybe now they can emulate your moves and everyone is making 300% per month !! woohoo !!

    No wonder the market is tanking - Phils stock world is winning all the trades !

    Please Phil... ur a smart guy - but get real.



     Reply
  • commenter
    contender
    Jul 09 06:47 PM
    Options Trader: Wednesday Outlook [view article]
    Phil - Yeah ok - but whether GS are a buncha thieving manipulators who dont know the industry is moot when you consider that their clueless call was what brought BA to its knees. In that case its not truth that matters, its a jittery investor who listens to the market 'master' (manipulator). The bottom line is that it wasnt the tanker contract that dropped em from 80 to 65.

    Geez dude at this rate you should be running the world by now.

    I know.. ur doing it for the people... cuz you care.

     Reply
  • commenter
    Philip Davis
    Jul 09 04:38 PM
    My Website
    Options Trader: Wednesday Outlook [view article]
    Thanks junk! How about protecting the environment, universal health care, equitable distrubution of wealth and living wages? No one is "immune" to oil lobbying because the system is built around it BUT you will find that about 80% of the money goes to Republicans and one would have to assume they go where they are getting the most bang for their buck which on could deduce means that it's 4x harder to get a Democrat to drop their principles simply because you write them a check but that's just a supposition of course...

    Thanks Morgan - looks like that writer is right already! My target is a little more ambitious at $85. Tell your folks I said hi, even though that makes me feel really old!

    Contender - You confuse checking the facts with bending over and accepting whatever BS Goldman hands out as gospel. Whoever made that clue doesn't know jack about the airline ordering process and I said as much the day it came out. I predict not only will orders not be cancelled but that there will be a market for trading slots. How soon would you like to start saving 20% of your fuel cost which is over 40% of your entire operating cost as a comany that drops (using CAL as an example) just 5% to the bottom line in a good year? It's not even a choice to switch, airlines cannot compete without upgrading their fleet.

    As to our gains. They are simply the results of the tracked member portfolios with every single entry and exit publically traded with 1,000 members on-line trading every day on my site. We have a 98% monthly retention rate vs. an industry average of just over 70% and half the people who we did lose last year cited politics as their reason for leaving, not trading. I made a decision a long time ago that if conservatives can't take a little sermon with their economic salvation then they can damn well go pray for a winner somewhere else. Not surprisingly my board is still 50% Republicans as they don't really care what your politics are as long as your money is green!

    Thanks Phin!



    Reply
  • commenter
    phdinsuntann
    ing
    Jul 09 03:20 PM
    My Website
    Options Trader: Wednesday Outlook [view article]
    spot oil price = f( oil stocks , panic)
    oil stocks = f(future prices)
    future prices = f (oil commercial corps, non commercial traders)
    oil commercial corps= f(oil profits)
    non commercial traders = f( panic, oil profits)
    oil profits = f(spot oil price)
    panic = f (bigbro)
    Reply
  • commenter
    kmanm
    Jul 09 02:55 PM
    Is Boeing Ready To Take Off? [view article]
    It's a good news that no airline has canceled 787 orders but the bad news is that the cost of making 787 is going up drastically due to inflation.
    I read an interview with a CEO of African/Asian airline why the airline is not canceling their 787 orders. His response was that the price of 787 has gone up so much since the airline put the order 2-3 years ago, it makes no sense for the airline to cancel their order at this time. I guess the only problem I see with the backlogs is that the profit margin on these orders may continue to shrink as materials to make those planes rise.
     Reply
  • commenter
    Chandler
    Lutz
    Jul 09 02:47 PM
    My Website
    Is Boeing Ready To Take Off? [view article]
    Nice Article, but I am a little concerned about Boeing as a company. First of all, the company (especially in the defense industry) is not really producing quality products. They are a secondary contractor for the F-22, the border fence they built was a disaster, they lost the deal for the F-35 (which will likely end up being the largest military contract ever). As for the 787, yes I agree it has amazing potential, but as you said it has already been delayed three times. What happens when further delays arise? The stock will get hammered...

    I like the growing backlog for the 787, but I'm not convinced that the "outsourcing"... model they employed will be effective in the long term.

    The one thing I think Boeing really has going for it is that Airbus is even more of a train wreck then they are. Since airbus keeps botching every project it undertakes Boeing has become a winner in many areas by default     Reply
  • commenter
    phdinsuntann
    ing
    Jul 09 02:02 PM
    My Website
    Options Trader: Wednesday Outlook [view article]
    Phil, flowers day for you. Maybe you never get rich enough in this game, but if you run for Congress you count with my vote Reply
  • commenter
    contender
    Jul 09 01:33 PM
    Options Trader: Wednesday Outlook [view article]
    Oh - so as not to confuse anyone, I think oil should be around $85 -- but Ill settle for $110 if I have to.
     Reply
  • commenter
    contender
    Jul 09 01:31 PM
    Options Trader: Wednesday Outlook [view article]
    Phil Ive always liked your writing style, but never found you credible due to your claims of outsized gains in your trading portfolios. In many cases your market calls are on the mark, but NOT when you start involving your political agenda.

    Oh - and Boeing didnt tumble due to the tanker deal loss -- they tumbled due to GS saying they could lose 30% of their aircraft orders due to the economic downturn.

    Reply
  • commenter
    morgan77
    Jul 09 01:12 PM
    Options Trader: Wednesday Outlook [view article]
    I'm gonna jump on the bandwagon here today with junkyarddog and say that I'm also a big fan. I love the humor in your pieces (even if I'm slighting biased- my parents are UMASS Amherst Alums and I'm at Amherst College) and you're always right on!

    On the issue of Iran and their missiles and what could happen to a precious gasoline supply if they use them to take control of the region (or entire world...), there's a great article on greenfaucet.com today. The author argues that once the Iran missile issues fizzles, oil to make its much needed/anticipated correction. Once that happens speculators will get rid of their longs, and this will bring oil down even more- she argues that oil has $10 to go down.
    Here's the link:
    www.greenfaucet.com/en...     Reply
  • commenter
    vaduz
    Jul 09 12:10 PM
    My Website
    Dow 30 Earnings Reports [view article]
    really. one should have the statistic for at least 4 weeks. Reply
  • commenter
    Brahm
    Jul 09 11:26 AM
    Is Boeing Ready To Take Off? [view article]
    However, you must consider that TIE or PCP's (user 153029) orders/business is not exclusively derived from work for Boeing. Their orders are potentially only a modest or significant proportion from the 787. They need to perform as well with regard to the broader economy or the aircraft industry. Reply
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