Boeing Co. (BA)

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  • commenter
    Ronmci
    Jun 18 05:04 PM
    Wall Street Breakfast: Must-Know News [view article]
    Re: BCE - it was the Supreme Court of Canada. The top court in Canada not "Quebec courts". Reply
  • commenter
    TRUCKER
    BLUES
    Jun 18 12:03 PM
    Wall Street Breakfast: Must-Know News [view article]
    Mr. Hoffmann, if I may ask you a question, what do you think of YRCW
    2nd-qtr guidance report, do you think Bill Zollars is on the money when he says the economy has stabalized? Thank you.     Reply
  • commenter
    RightinSanFr
    ancisco
    Jun 18 11:31 AM
    My Website
    Wall Street Breakfast: Must-Know News [view article]
    "Slack in factory utilization can be a signal of building inflationary pressures." ? I would expect that lower utilization rates for labor or industrial capacity would reduce inflationary pressure. Unfortunately, our current inflationary pressure comes from the weakness of the dollar (due to our consuming more than we produce as a country), and from commodities, given growth in Asia. Reply
  • commenter
    SA Editor
    Eli Hoffmann
    Jun 18 10:54 AM
    Wall Street Breakfast: Must-Know News [view article]
    Thanks Paul. Fixed. Reply
  • commenter
    Paul
    Rodrigues
    Jun 18 08:59 AM
    My Website
    Wall Street Breakfast: Must-Know News [view article]
    Typo: LinkedIn's raise was $53M, not $53B as mentioned in the title. Reply
  • commenter
    Asif
    Jun 16 07:56 PM
    My Website
    Helicopter Shortage: An Investment Opportunity? [view article]
    You are right about Sikorsky being headquartered in Stratford Connecticut. The company was founded in Long Island, NY. Thanks for pointing that out.

    The article discussed helicopters for private/executive travel as well as for offshore commercials helicopters. I mentioned Kaman as a helicopter manufacturer (it also supplies parts for the Sikorsky Black Hawk) and not as a company that specifically caters to the offshore commercials helicopters segment.     Reply
  • commenter
    Heli
    Executive
    Jun 16 04:43 PM
    Helicopter Shortage: An Investment Opportunity? [view article]
    Totally wrong. First, Sikorsky is in Stratford Connecticut, not Long Island. Second, Kaman is barely in the helicopter business anymore, and they don't make an offshore commercial helicopter. The offshore market is dominated by Sikorsky and EADS and both are small parts of their larger corporation. Reply
  • commenter
    Brewer
    Jun 12 11:52 PM
    Inflation Nation - Fast Money Recap (6/10/08) [view article]
    MSFT a worry free stock? It's more like an earnings-free stock. Reply
  • commenter
    kkin365
    Jun 12 03:23 PM
    My Website
    Boeing: Helicopters, Corporate Conduct, and China's Social Contract [view article]
    The theme of this post escapes me. One time, I attended a briefing by Sen. Pat Murray (Washington), on Boeing's battle with Airbus re bookings around the world, so I had an inkling of actions being done by these two outfits. Why drag China into the picture? Soon, of course, China will be building airplanes themselves -- perhaps that is relevant. Reply
  • commenter
    DutchMark
    Jun 12 09:42 AM
    Boeing: Helicopters, Corporate Conduct, and China's Social Contract [view article]
    Well-balanced article. Thanks for the insights. Reply
  • commenter
    fodi MD.
    Jun 12 02:31 AM
    My Website
    Wall Street Breakfast: Must-Know News [view article]
    This is the best short read article I have ever read .thank you ELI Reply
  • commenter
    BioInvestor
    Jun 11 11:48 PM
    My Website
    Time to Buy Airline Stocks? [view article]
    Independent E.G., Warren Buffet is a big investor, no question, and he does merge many companies into Berkshire Hathaway, but he also makes purchases, many purchases, without a majority position in companies.


    There shouldn't be any dispute that Mr. Buffet is a "big" investor. If you are a serious investor, you wouldn't think those "mutual funds" are getting anywhere near "big" returns. Mr. Buffet really believes in monopoly. It's allover in his investing philosophy and practices. That's an indisputable fact. The airlines are shaking toward that direction. Lots of volatility. The time-frame we are talking here is right now and "meanwhile". Not the 90's. That's a very different scenario.     Reply
  • commenter
    Jake2
    Jun 11 06:47 PM
    My Website
    Wall Street Breakfast: Must-Know News [view article]
    Collateralized Bond Obligations (CBOs) are investment-grade bonds backed by a collection of junk bonds with different levels of risk, called tiers, that are determined by the quality of the junk bond involved. CBOs backed by highly risky junk bonds receive higher interest rates than other CBOs. What the the S.F. writer is saying apparently, is "Buyer beware!"

    Ok, that's fine. But if the CBO contains junk bonds based on sub-prime mortgages deceptively sold to unsophisticated buyers, it seems to me that the seller has some reponsibility here, both the original seller of the sub-prime mortgage and the seller of the CBO. Otherwise what you are saying is that it is ok to sell defective goods to unsophisticated (and unknowing) buyers. It is ok to sell a dead pig in a poke, in other words (no peekee, please), or a defective automobile. There are laws against such practices, of course, especially with regard to new cars that don't work right . They are called "lemon laws."     Reply
  • commenter
    User 205384
    Jun 11 06:21 PM
    General Discussion on BA
    Eli - I find your daily summary great.
    Independent E.G., How can you be so sure that Oil price will come down? The pressure against it is very strong.     Reply
  • commenter
    RightinSanFr
    ancisco
    Jun 11 11:26 AM
    My Website
    Wall Street Breakfast: Must-Know News [view article]
    For jjason: While it may be possible to teach something about ethics in business school, what is more actionable is a healthy dose of scepticism and a requirement that the referees do their job. In this whole subprime mess, I do not blame the folks who invented and sold CDOs, the fault lies with the folks who bought them, and the rating agencies who have little other purpose than to evaluate what is being bought and sold, yet were AWOL.
    As for Eli - I find your daily summary to be of great value. It provides the flavor of what is going on on Wall Street, kind of like an extended version of David Faber of CNBC. In selecting what to talk about and what not, you give us a background against which to do further analysis, or to discard the flim flam stuff. Thanks so much.
    RightinSanFrancisco.co...     Reply

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