DutchMark

Boeing: Ready for Take-off

I'm bullish on BA too, but when you say

"However, this stock buy back is 14% of the outstanding shares at this valuation."

I'd recommend taking off those rose-colored glasses. Did they buy back 14% of shares? No. So why make it look like that? They could have, maybe, possibly, had they timed the bottom of the recent slide of the stock. But in fact the number of average diluted shares is down only 4% YoY.

Mark

Boeing: Helicopters, Corporate Conduct, and China's Social Contract

Well-balanced article. Thanks for the insights.

'Take Off' with Boeing Option Combination Plays

Your return calculations for the option plays are severely flawed. Selling a put is equivalent to a covered call. Therefore you should consider your cash layout to be more than double of what you used. That means your expected returns are also less than half of the ones you calculated. No wonder those scenarios look so promising.

Selling puts is not free money with no downside risk, as is implicated by your article.