ba posts
FeedPosted Apr 5th 2011 4:30PM by Jon Ogg (RSS feed)
Filed under: After the Bell, Apple Inc (AAPL), Boeing Co (BA), Merck and Co (MRK), Abercrombie and Fitch (ANF), Texas Instruments (TXN)
Stocks had another mixed day, despite some key winners and losers. China's surprise rate hike came amid word of a rate by the European Central Bank, expected on Thursday of this week. Brent Crude hit what appears to be a two-year high and even Ben Bernanke's remarks on inflation didn't add much to the mix. That being said, it was not known until the final minute if the markets were going to be in the red or the black for the trading day.
Here were today's unofficial closing bell levels:
Dow Jones: 12,393.90 -6.13 (-0.05%)
S&P500: 1,332,63 -0.24 (-0.02%)
Nasdaq: 2,791,19 +2.00 (0.07%)
Top Analyst Upgrades & Downgrades
Continue reading Closing Bell: The Directionless Day (AAPL, ANF, BA, FXI, ISPH, MRK, NSM, TXN)
Posted Feb 28th 2011 9:40AM by Sheldon Liber (RSS feed)
Filed under: Rants and Raves, Competitive Strategy, Market Matters, Boeing Co (BA), Chasing Value™, Headline News
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
Posted Jan 3rd 2011 11:40AM by Eric Buscemi (RSS feed)
Filed under: Analyst Reports, Analyst Upgrades and Downgrades, Intel (INTC), General Motors (GM), Alcoa Inc (AA), Boeing Co (BA), Boston Scientific (BSX), Tiffany and Co (TIF), Coach Inc (COH), Office Depot (ODP), Staples Inc (SPLS), BP p.l.c. ADS (BP), Under Armour'A' (UA), Tyson Foods'A' (TSN), Analyst Initiations, Urban Outfitters (URBN)
Analyst Upgrades
- Boeing (BA) to overweight from neutral at JPMorgan.
- Alcoa (AA) to buy from hold at Deutsche Bank.
- BP (BP) to outperform from market perform at Raymond James.
- Office Depot (ODP) and Staples (SPLS) to buy from neutral at Janney Capital.
- ON Semiconductor (ONNN) to buy from hold at Citigroup.
- Kennametal (KMT) and Polyone (POL) to buy from hold at KeyBanc.
- Airgas (ARG) to outperform from market perform at William Blair.
- EchoStar (SATS) to neutral from underperform at Macquarie.
Continue reading Analyst Calls: AA, BA, BP, BSX, COH, GM, INTC, NSM, STJ, TIF, TSN, UA ...
Posted Dec 15th 2010 12:00PM by Sheldon Liber (RSS feed)
Filed under: International Markets, Exxon Mobil (XOM), Boeing Co (BA), Chevron Corp (CVX), ConocoPhillips (COP), Lockheed Martin (LMT), PetroChina Co Ltd ADR (PTR), Chasing Value™, Oil, General Dynamics Corp (GD), Northrop Grumman (NOC), Raytheon Company (RTN), Stock Picks, Royal Dutch Shell (RDS.A)
This series started with five major defense contractors and six major oil companies that are worthy considerations to help your portfolio survive a global crisis (see Chasing Value: You Must Own Defense and Oil for Safety). After the first review, one stock was eliminated from consideration: Petroleo Brasileiro (PBR). The reason is in the first story.
Today we continue our analysis by examining price-to-book (P/B), price-to-cash-flow (P/CF), and dividend yield. Each stock is ranked by sector and metric from best to worst. In the end we hope to narrow down our choices for candidates that might be added to Chasing Value: 2011 Stock Picks -- The Journey Begins.
Continue reading Chasing Value: Defense and Oil -- Part 2
Posted Nov 17th 2010 9:30AM by Jason Raznick (RSS feed)
Filed under: International Markets, Earnings Reports, Analyst Reports, Market Matters, Target Corp. (TGT), Boeing Co (BA), VeriFone Holdings (PAY)
A Peek into Global Markets
European markets traded mixed today. While the STOXX Europe 600 Index has advanced 0.29%, London's FTSE 100 Index moved down 0.07%. Mostly, Asian markets ended lower, with Japan's Nikkei Stock Average adding 0.15%, Australia's S&P/ASX 200 moving down 1.63% and China's Shanghai Composite losing 1.92%.
Broker Recommendation
Following Volterra Semiconductor (
VLTR) analyst day meeting, Collins Stewart left feeling incrementally more positive with the company's longer term outlook and reiterated its buy rating.
Continue reading Morning Update: Global Markets Mixed; BJ's, Target Post Earnings
Posted Nov 12th 2010 4:00PM by Jon Ogg (RSS feed)
Filed under: Apple Inc (AAPL), Cisco Systems (CSCO), Intel (INTC), Boeing Co (BA)
Today was partly a China-tightening day and it was also a big flush out of commodities. There was follow-on selling in technology and many high-flyers were the biggest losers on no news at all. Stocks, bonds, and commodities all sold off despite better consumer confidence. If anything, today might even have some hallmarks of a sentiment shift in the market.
Here were today's unofficial closing bell levels:
DJIA: 11,192.58 (-90.52)
S&P 500: 2,518.21 (-37.31)
NASDAQ: 1,199.21 (-14.33)
Top Stock Analyst Calls
Next Week's Top EarningsContinue reading Closing Bell: China and Selling Meet Head On (CSCO, AIB, SOLF, BA, INTC, AAPL, NVDA)
Posted Nov 12th 2010 11:30AM by Eric Buscemi (RSS feed)
Filed under: Analyst Reports, Analyst Upgrades and Downgrades, Altria Group (MO), Bed Bath and Beyond (BBBY), Boeing Co (BA), CIGNA Corp (CI), Analyst Initiations, Eaton Corp (ETN), MetLife Inc. (MET)
Analyst Upgrades
- Goldman upgraded Eaton (ETN) to conviction buy from neutral.
- AECOM Technology (ACM) was upgraded to outperform from neutral at Macquarie.
- Piper Jaffray upgraded Hologic (HOLX), Gen-Probe (GPRO) and Qiagen (QGEN) to overweight from neutral.
- GeoMet (GMET) was upgraded to accumulate from neutral at Global Hunter.
- Accretive Health (AH) was upgraded to outperform from neutral at RW Baird.
- Morgan Stanley upgraded Reinsurance Group (RGA) to overweight from equal weight.
- BofA/Merrill upgraded Clearwire (CLWR) to neutral from underperform.
Continue reading Analyst Calls: BA, BBBY, CI, CLWR, DFS, DLTR, ETN, MET, MO, WSM ...
Posted Nov 12th 2010 9:00AM by Paul Foster (RSS feed)
Filed under: Wal-Mart (WMT), Boeing Co (BA), Options
Boeing (
BA) closed down 2.6% after canceling all scheduled 787 flight tests in the wake of Tuesday night's emergency landing. Overall option implied volatility of 33 is near its 26-week average of 32, suggesting non-directional price movement.
Walmart (
WMT) is expected to report Q3 EPS on November 16. November put option implied volatility is at 18, December and January is at 16; below its 26-week average of 19, according to Track Data, suggesting decreasing price movement.
Options Update is by Stock Specialist Paul Foster of theflyonthewall.com.
Posted Nov 10th 2010 4:20PM by Jon Ogg (RSS feed)
Filed under: Boeing Co (BA), S and P 500, DJIA, NASDAQ
Stocks had another day where the exact footing was never very clear. Despite a slightly better weekly jobs figure, the dollar was up and a poor long-bond auction was mixed in with a mixed reaction from commodities markets. The debate over QE2 rages on.
Here were today's unofficial closing bell levels:
Dow Jones 11,355.22 +8.47 (0.07%)
S&P 500 1,218.62 +5.22 (0.43%)
Nasdaq 2,578.78 +15.80 (0.62%)
Top Analyst Calls
Continue reading Closing Bell: Directionless Trend Remains (TSLA, URRE, SMT, AONE, BA, GLD)
Posted Nov 8th 2010 4:00PM by Jon Ogg (RSS feed)
Filed under: Bank of America (BAC), Boeing Co (BA)
Gold passed $1,400 and more questions still loom over the long term impact of quantitative easing, or QE2. There is also some dissent in the Fed and oversight officials that seems to be gathering more steam. Employment data confirmed a mild improvement today, but that does not help as the data is pre-election and pre-QE2. There was also a total lack of mergers this Monday and most of the price action was in lower-priced shares.
Here were today's unofficial closing bell levels:
Dow Jones 11,406.84 -37.24 (-0.33%)
S&P 500 1,223.25 -2.60 (-0.21%)
Nasdaq 2,580.05 +1.07 (0.04%)
Top Analyst CallsContinue reading Closing Bell: A Maturing Rally? (IRE, FCEL, REVU, BAC, BA, WCRX)
Posted Nov 2nd 2010 12:00PM by Eric Buscemi (RSS feed)
Filed under: Analyst Reports, Analyst Upgrades and Downgrades, Boeing Co (BA), Analyst Initiations, Marvell Technology Group (MRVL), Time Warner Cable (TWC), DreamWorks Animation (DWA)
Analyst Upgrades
- Time Warner Cable (TWC) was upgraded to outperform from market perform at Bernstein.
- Citigroup upgraded MEMC Electronic (WFR) and Skilled Healthcare (SKH) to buy from hold at Citigroup.
- Administaff (ASF) was upgraded to buy from hold at Roth Capital.
- The Buckle (BKE) was upgraded to buy from hold at KeyBanc.
- BofA/Merrill upgraded DreamWorks (DWA) to neutral from underperform.
- Corrections Corp. (CXW) was upgraded to buy from neutral at SunTrust.
- Marvell Technology (MRVL) was upgraded to positive from neutral at Susquehanna.
Continue reading Analyst Calls: ARO, BA, BKE, DWA, MRVL, SGEN, TWC, WFR ...
Posted Oct 20th 2010 3:00PM by Steven Mallas (RSS feed)
Filed under: Earnings Reports, Boeing Co (BA)
Boeing (
BA) is taking advantage of the improved sentiment this afternoon. At the time of this writing, shares of the aerospace concern were higher by 3% to $71.16. Volume, however, wasn't yet above average (it will be, though, before the regular session is through).
The 52-week low for the stock is $47.18, and the 52-week high is $76. The company is therefore in favor these days. The
chart, while not reflective of a smooth uptrend, nevertheless shows an equity that has been doing okay given the volatility we've seen in recent months.
Continue reading Boeing Sees a Bid on Q3 Data
Posted Oct 19th 2010 9:00AM by Paul Foster (RSS feed)
Filed under: Boeing Co (BA), Options, Wells Fargo (WFC)
Boeing (
BA) is expected to report Q3 EPS on October 20. November put option implied volatility is at 33, January is at 34, versus its 26-week average of 32, according to Track Data, suggesting non-directional near-term price movement.
Wells Fargo (
WFC) is reporting Q3 EPS on October 20. November put option implied volatility is at 43, January is at 40, versus its 26-week average of 36, according to Track Data, suggesting larger price movement.
Options Update is by Stock Specialist Paul Foster of theflyonthewall.com.
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