Dec 15, 2017 - It's been sixteen months since I last updated the Industrial Sector watch list.With many industrial stocks breaking out to 52-week highs, it seemed like a good time to update the spreadsheet and see w
Dec 15, 2017 - Boeing's stratospheric returns this year are quite unusual given the lapse growth profile at the firm.Further, earnings per share gains are due to lower reach-forward losses and pension adjustments -
Dec 15, 2017 - Boeing has been a phenomenal stock over the past decade, especially over the past 22 months.Q3/2017 numbers are looking great. So is the future.Why am I not so thrilled then?$300 would be a nice round
Dec 15, 2017 - SpaceX has broken numerous barriers in the private space industry. Now CEO Elon Musk has pledged that SpaceX will reach Mars.In December, Boeing claimed it could and would beat SpaceX to the Red Plane
Dec 15, 2017 - China's latest aircraft, the COMAC C919 may not be as technically advanced as Airbus or Boeing's latest offerings but that will not deter it from racking up sales.The ARJ21 may have been a complete di
Dec 15, 2017 - Examples of why Let your winners run works?Steps taken to manage overweight positions in BA, MCD, and MMM.Don't let the performance of an individual holding dictate a change in strategy.
Dec 15, 2017 - Boeing could reach $400 in 18-24 months.Don't buy Acorda Therapeutics.Wait for Owens Corning to pull back before buying.
Dec 15, 2017 - Boeing Company (BA) hit a 52-week high, thanks to strong backlog of commercial backlog and rising foreign military sales contracts.
Dec 15, 2017 - On December 11th, Boeing announced a 20% dividend increase, and a new $18 billion share repurchase. Boeing's cash returns are taking flight, but so is its valuation. Boeing is a quality company, but n
Dec 15, 2017 - Delta Air Lines has selected the A321neo for its narrow body expansion.Airline ordered 100 PW powered A321neo aircraft with options for 100 more.Boeing has not been able to seduce Delta with the 737 M