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In considering my 2011 picks I took a look at Boeing Co (BA), interested by the story. There are many ways for this company's future to play out in a very positive scenario.

The airline industry has been rejuvenated as of late -- and that is good news for aircraft manufacturers. The Republicans won the house majority and that usually improves the fortunes of defense contractors.

The 787 Dreamliner, now three years and counting behind schedule, is in test flight mode. The plane portrayed as a dream to travelers and airline companies has turned into a nightmare of sorts, or at least the dream has changed. Boeing is dreaming of the day they start manufacturing and selling and profiting from all their labor.

Continue reading Chasing Value: Looked at Boeing, Then Looked Away

Chasing Value: Looked at Boeing, Then Looked Away originally appeared on BloggingStocks on Mon, 28 Feb 2011 09:40:00 EST. Please see our terms for use of feeds.

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It was only last week that Goldman Sachs (NYSE: GS) caused havoc in the stock market (or at least lead the charge) downgrading Citigroup Inc.(NYSE: C), and General Motors (NYSE: GM) among others, but now they have started to express concern that some of the defense sector stocks may be vulnerable to the next president's ax.

Bloomberg is reporting that last month Goldman Sachs was issuing warnings to their clients about the fact that Barack Obama and John McCain both may seek to reduce or end big ticket defense purchases such as Lockheed Martin (NYSE: LMT) F-22 fighter and the Army's $159 billion Future Combat Systems, a modernization plan jointly managed by Boeing Co (NYSE: BA) and SAIC Inc.

It was only a few weeks ago I posted Chasing Value: General Dynamics & Raytheon: The defense does not rest and things continued to look bright until a few days later, perhaps after the GS behind the scenes warning started to have an impact on the market that the sector took a mysterious swoon -- now I know why.

If Goldman Sachs, one of the few investment houses with any credibility left, makes a move everyone else seems to want to get out of the way.

I have viewed the defense sector favorably this year and will not abandon ship because GS is getting cold feet. They have been rather negative on everything lately and I do not think the (stock) world is coming to an end.

The Bloomberg article notes that while some programs will be cut others will be added. It is all a guessing game as either presidential candidate will want to review the entirety of defense expenditures in a new administration.

Sheldon Liber is the CEO of a small private investment company and the principal for design and research at an architecture & planning firm. He writes the columns Chasing Value and Serious Money. Disclosure: I own shares of GD.

Obama & McCain may go non-defensible originally appeared on BloggingStocks on Mon, 30 Jun 2008 13:45:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>BABloombergBoeing CoBoeingCoCCitigroupdefense sectorDefense stocksDefenseSectorDefenseStocksfeaturedGeneral MotorsGeneralMotorsGMGoldman SachsGoldmanSachsGSLMTLockheed MartinSheldon LiberSheldonLiberMon, 30 Jun 2008 13:45:00 EST<![CDATA[Newspaper wrap-up: Boeing says Dreamliner is on track]]>http://www.bloggingstocks.com/2007/12/12/newspaper-wrap-up-boeing-says-dreamliner-is-on-track/http://www.bloggingstocks.com/2007/12/12/newspaper-wrap-up-boeing-says-dreamliner-is-on-track/http://www.bloggingstocks.com/2007/12/12/newspaper-wrap-up-boeing-says-dreamliner-is-on-track/#commentsFiled under: , ,

MAJOR PAPERS:
  • The Wall Street Journal reported that the Fed may act soon to confront banks' unwillingness to lend to each other.
  • After several months of delays, The Boeing Company (NYSE: BA) said its 787 Dreamliner is on track to fly its first aircraft in the first quarter of next year and deliver the plane to its first customer by the end of 2008. Full-rate aircraft production is slated for 2008 and 2009, the Wall Street Journal reported.
OTHER PAPERS:
  • The Seattle Times reported that Cellcyte Genetics Corp (OTC: CCYG) has risen to a value of over $440M, a figure which the CEO says is an "amazing" show of investor confidence in the company's stem cell technology. The B.C. Securities Commission has cautioned that this may be a pump-and-dump stock scheme, where promoters take a large position in an inexpensive stock, hype it, and unload it onto unsuspecting investors.
  • According to the UK Times, BAE Systems (OTC: BAESY) is looking to outbid rivals in what could be an A$1B deal for Australia's second-largest defense company, Tenix. Other bidders may include L-3, Carlyle Group and Leighton Holdings Ltd (OTC: LGTHF).

Newspaper wrap-up: Boeing says Dreamliner is on track originally appeared on BloggingStocks on Wed, 12 Dec 2007 08:05:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>787BABAE SystemsBAESYBaeSystemsBoeingBoeing CoBoeingCoCarlyle GroupCarlyleGroupCCYGCellcyteDreamlinerL3Leighton HoldingsLeightonHoldingsprivate equityPrivateEquityTenixWed, 12 Dec 2007 08:05:00 EST<![CDATA[Boeing earnings growing, glowing]]>http://www.bloggingstocks.com/2007/07/25/boeing-earnings-growing-glowing/http://www.bloggingstocks.com/2007/07/25/boeing-earnings-growing-glowing/http://www.bloggingstocks.com/2007/07/25/boeing-earnings-growing-glowing/#commentsFiled under: , ,

All of the sales and order announcements of the past six months have shown up in Boeing Co.'s (NYSE:BA) second quarter earnings announcement. The company reported strong quarterly EPS of $1.35, well above Thompson-compiled analyst expectations of $1.16 and 2006's year/year adjusted EPS of $.56. Operating earnings broke $1.5 billion.

The strong performance came primarily as a result of more plane deliveries and strong orders for the 787 Dreamliner. Orders in turn can be credited to airlines upgrading aging fleets and increased fuel costs, which make the efficient Dreamliner more desirable. The company finished the quarter with $279 billion in orders to be filled.

Continue reading Boeing earnings growing, glowing

Boeing earnings growing, glowing originally appeared on BloggingStocks on Wed, 25 Jul 2007 10:45:00 EST. Please see our terms for use of feeds.

Read | Permalink | Email this | Comments]]>777787airbusaircraft industryAircraftIndustryairline industryAirlineIndustryairlinesaviationbaboeing coboeing earningsBoeingCoBoeingEarningsdreamlinereadEADSinthenewsmiltiary aviationMiltiaryAviationplane manufacturersPlaneManufacturersWed, 25 Jul 2007 10:45:00 EST