PastTense

Are Defense and Aerospace Stocks Good Stocks to Own?

Besides the defense cuts because of the deficits and the Democratic administrations/Congre... preference for social programs there is also the defense strategy the administration/Congress wants. A continuing shift toward fighting small, local wars vs the type of defense you need for fighting Russia means there will probably be some big winners and some big losers among the defense contractors as various programs are halted and others are started. So you need to look closely at exactly what they manufacture.

How Will Rising Fuel Prices Impact Demand for Aircraft? -- Boeing Comments

It doesn't matter if only 10% of sales are from the US; high fuel prices impact airplanes throughout the world. While Boeing sales will hold up for the next couple years because of the order book, after that I expect a substantial decline--the airlines just won't be ordering new aircraft when they don't need the aircraft (because their traffic will be way done) and because they are too broke to pay for them.

5 Key Quotes from US Airways on the Airline Industry

What are the economics of new airplanes to save fuel costs? How much fuel can you save?...