FleetBuzz Editorial.com

Opportunities in Undervalued Stocks

Airbus is far more at risk of cancellations than Boeing - their triple digit reverse on their books in 2008 is just the start.

In a bizarre twist, the strike has aided Boeing, since many carriers have "deferred by default" and are not in any rush for new airplanes.

www.fleetbuzzeditorial.../

The overall risk of cancellations remains high for both, however, Goldman Sachs deliberate price downgrades of BA stock means its a great time to get in.


On Nov 24 06:27 PM Allears wrote:

> Are you sure Boeing should be included to the list ?
> The Strike caused quite a bit of damage to Boeing's schedule
> of delivery etc. Possible cancellations ? kind of a mess there.
>
> BA=GM ?