Seeking Alpha

User 283977 » Comments » BA

  • Boeing's Dreamliner: Still Grounded But Its Stock Could Soar [View article]
    So what's really happening here? Boeing has excellent engineering talent. I find it hard to believe that all of that excellent engineering talent at Boeing just figured out that perhaps there is a problem attaching the wings so they will stay on.

    An alternative explanation is that Boeing management is following the computer industries "vapour ware" strategy where they pre-announce products and delivery dates to capture sales. The strategy is based on the notion that its not likely they will loose 100% of those pre-orders when they announce the "delays".

    Will they get the tanker business? Don't know, but I do know their Raptor business is in trouble. Their may be some concerns about that dividend too.

    All in all, I don't see any reason to own this stock at this time.
    Jun 25 14:14 pm |Rating: +2 0 |Link to Comment
  • Boeing's Dreamliner Nightmare May Present Investor Opportunity [View article]
    I don't know J -

    Not meeting their delivery date on the 787 is going to really hurt them as it raises all production costs, and looses booked sales. What's next, dropping or reducing the dividend?

    Will they get the tanker business? Don't know, but I do know their Raptor business is in trouble. I don't know any reason to own this stock at this time. I see investment opportunities, just not at this time.
    Jun 25 13:02 pm |Rating: +3 0 |Link to Comment
  • Forget GE, These Are the Industrials Investors Should Consider Owning [View article]
    Another great piece of analysis. You have revealed the tiger hiding behind the investment door, and its name is high levels of debt which increases risk and drags down earnings. Great job.
    Feb 08 11:06 am |Rating: +7 -5 |Link to Comment
  • Reviewing Fortune Magazine's 10 Best Stocks for 2008 [View article]
    Based on the way the article starts out, you might get the mistaken impression that the author is hawking his predictive accuracy. However, it turns out that the author is quite aware of the speculative nature of long term stock/ market predictions and clearly points out that investors should ignore highly speculative predictions made for the purpose of selling magazines and attracting advertisers. He concludes with the advice that investors will do better buying quality stocks on sale and dumping them as company and market conditions change. Good advice.
    Jan 04 12:21 pm |Rating: +6 -3 |Link to Comment
  • Resolutions to Ensure a Smart Year of Investment  [View article]
    Good article. I would point out that the amount of risk you take is usually proportional to the amount of gain or pain that you will receive. I think a good starting position for investing is to invest in large cap, cash rich, good dividend companies.

    One example would be British Petroleum (BP). At a price of $44.7, it gives you a 7.5% return on your investment. Its not as safe as an FDIC insured 6 month CD, but its return is twice as high. As an investor you need to decide if the risk of BP going bankrupt is worth throwing away twice the amount of the return on the FDIC insured 6 month CD.

    Yes, if you loose your money, you may have not way to get it back, but the loss of potential gain going from a 100% no risk position to a 99% no risk position is usually very substantial. One thing you can be pretty sure of is that the bank offering that 100% zero risk investment is making a lot of money using your money. Its not necessary to go all in. Try it with a single share and see how it works. In the mean time pick up a few books on value or dividend investing. Knowledge is the key to investing. Always think along the lines of cutting out the middle men, particularly banks.
    Dec 29 11:58 am |Rating: +5 0 |Link to Comment
More on BA by User 283977
Comments by Ticker
AAPL, AAWW, ABAT, ABX, ACAS, ACN, ACPW, ADM, ADP, ADSK, ADZ, AEE, AEM, AGA, AGF, AGG, AHBIF.PK, AHL, AIG, ALTH, ALTI, AMR, AMZN, ANN, AOG, APA, APC, APD, ARIA, ARKAY.PK, ASCA, ATHN, ATN, ATPWF.PK, AUY, AVII, AXP, AXPW.OB, AZK, AZO, BA, BAC, BAL, BAX, BBT, BCO, BCRX, BCS, BDD, BDG,
User 283977 is a
Top 20 Commentor
1014 comments
Rating: 3277 (3777 - 500 )