tbjinvestments'  Instablog

There's more evidence of $BA Boeing brand damage after the battery debacle. Some of this has been listed in a previous post on the Buzzient blog:

www.buzzient.com/blog/the-boeing-dreamli.../

Since this original post, there's been a lot of noise about various aircraft fleets delaying purchase of 787's or even shopping for alternative airframes. If we take a look at Buzzient sentiment analytics for the last month, we can see this clear divergence for the 787 product line, where sentiment drops appreciably when compared to other Boeing products:

(click to enlarge)

The dramatic drop in the red line (787 model) corresponds to the time period where it became known how bad the battery problems are. Since that time, Boeing announced decent results, but we can see in the social sentiment charts a lingering gap in product sentiment. Will this show up in delayed orders in subsequent quarters? I think prudent traders, using this Buzzient data alongside other measures would advise a HOLD on $BA.

Disclosure: I have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours.

This is one worth exploring. In comparing the Buzzient sentiment charts for Cabela's over the last 7 days and the Bloomberg chart for stock price, it's almost like they're inversely correlated:

Case in point, Feb 8 was the high point for sentiment, which correlates to the low point for the stock price in the past week. Is it that social sentiment drives new stock purchase behavior, hence the increase in stock price lags? If so, then using social media sentiment could be a VERY interesting and profitable technical indicator of where stock prices are going to go, particularly for long-oriented investors. Will analyze this further over time, but another tidbit of data on the potential application of social media analytics and sentiment to equities, ETF, and other long instrument trading.

Disclosure: I have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours.

Additional disclosure: Investor in, and CEO of Buzzientwww.buzzient.com