satyr

Cramer's Mad Money - It's All about Apple (10/16/09)

I don't know a thing about ARM Holdings. But, I do know that the symbol "ARM" is not theirs at all. It belongs to Arvinmeritor.

Cramer's Lightning Round - Boeing Takes a Nosedive (12/4/08)

I don't see an impetus for Boeing to do particularly well over the next year or two, primarily because it will be hard for 99% of companies to do well during a deep recession. What they do have going for them is a strong backlog of orders for commercial jets.

Don't forget that a significant part of Boeing is the defense business. I think that's a wild card right now. The Obama administration undoubtedy will be looking to cut what they can from the military budget, along with winding down operations in Iraq. But will all defense contractors be impacted equally? Remember, Boeing moved its HQ to Chicago a few years ago, while keeping the bulk of its manufacturing operations in the Seattle area. The former is Obama's home state, and the latter is as blue as they get.

Finally, there is some speculation that the machinist union won the battle and lost the war. Many experts anticipate that manufacturing operations will move south to somewhere like Alabama, where they can avoid many of the headaches that the unions have caused over the last several years.

The bottom line here is that in the short run Boeing stock will not set the world on fire. But they will easily survive the current turmoil, and in the long run they should do well and likely outperform the broad market.