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Compiling comments that experts make about stocks while on public TV.

Boeing Stock Symbol: BA-N

Last Price Recorded: $253.0800 on 2017-09-18

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Date Signal Expert Opinion Price
2017-09-12 COMMENT Christine Poole

Had owned this for a number of years, but sold it too soon. The stock has done quite well. Typically, you buy airline manufacturers when they are building their backlog. 30% of their business is defence, a sector that has done quite well this year. The stock should continue to do well because of its defence exposure. Eventually, as they start building out their planes, they should generate a lot of cash flow, which is a positive for the stock.


Price:
$240.580
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2017-08-24 HOLD Stan Wong

It is a good name and there is a cyclical move into this space.  The PE is at 22-23 times and is at the high end of the ten year range.  The chart looks good.  Hold it and use a stop loss.


Price:
$238.740
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
BULL on GLOBAL GROWTH
Owned:
No
2017-08-18 HOLD Norman Levine

One of the two stocks that has been propelling the Dow.  Whether that continues remains to be seen.  Defense stocks in general have been doing well and the airline industry around the world has been doing well also.  This one has been doing well and he would almost be a seller of it now.


Price:
$235.770
Subject:
NORTH AMERICAN - LARGE
Bias:
SELECTIVE
Owned:
Unknown
2017-08-17 PAST TOP PICK Gordon Reid

(A Top Pick September 7/16. Up 83.03%.) This has done fabulously well. They are in full production with the 737 and the 787, and has really become a cash flow story. Recently sold this based on “price exhaustion”, where a company does everything you expect of them, but the price rises to such a point that the valuation becomes extreme. Right now, it is trading at about 150% of its normalized multiple. It normally trades at 15-16 times earnings and is now trading at 23-24 times.


Price:
$235.590
Subject:
US EQUITIES
Bias:
OPTIMISTIC
Owned:
No
2017-08-03 COMMENT John Stephenson

A US defensive stock? To a large extent, you have missed a lot of it. They are not cheap. His choice would be General Dynamics (GD-N) or this, which has the commercial side, but also has defence.


Price:
$238.250
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2017-08-01 SELL Alex Ruus

(Market Call Minute.) Good solid company, but not a big grower and is super expensive now.


Price:
$239.440
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Unknown
2017-06-13 COMMENT Cameron Hurst

Facing headwinds from a cycle peak in airplanes. The valuations are not that stretched. At this point you really better believe that there is another leg to the cycle. He likes industrials and he likes aerospace and defence.


Price:
$191.090
Subject:
US EQUITIES
Bias:
BULLISH
Owned:
Unknown
2017-05-08 DON'T BUY Ross Healy

They have been buying back stock and it has not done much for the valuation.  He thinks they should be reinvesting in the business.  Anything above fair market value gets him worried.  You are riding a bit of momentum, but not value. 


Price:
$186.020
Subject:
NORTH AMERICAN - LARGE
Bias:
BEARISH
Owned:
Unknown
2017-04-24 WAIT Liz Miller

She would not be a new buyer.  It took off last fall, up 50% on good results and increased defense spending, etc.  It historically has a run and goes sideways for a long time.  You hold it ready for the next run.


Price:
$182.060
Subject:
US EQUITIES
Bias:
BULLISH
Owned:
Unknown
2017-03-16 COMMENT Gordon Reid

US defence for a long-term hold? Defence has run up dramatically on the so-called Trump trade. The proposed budget had a $54 billion increase in defence spending. He has played the sector a little differently through owning Boeing, a commercial producer, but also a defence contractor. A small piece of their business is dedicated to defence. The company has about a $500 billion backlog, and on the commercial side they are in full production. This is really a cash flow story. Their planes are really in high demand because they are fuel efficient, which represents profitability to their customers.


Price:
$178.190
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Yes
2017-03-09 COMMENT Stan Wong

This has exposure to the defence space, but also to the commercial airline space. If you want a pure play in defence, you might look at General Dynamics (GD-N), Lockheed Martin (LMT-N) or Raytheon Corp (RTN-N).


Price:
$180.570
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2017-03-01 BUY John Burke

A good defence stock? He would caution on rushing in to buy an industry just because a political party says they are going to increase defence spending. Generally speaking, it seems to be a disconnect between what they say and what they actually do. However, defence stocks are not terribly expensive if you look at the free cash flow yield. Lockheed Martin (LMT-N) is his favourite because it is the most profitable and diversified. He has looked at Boeing (BA-N) which is very profitable. Lockheed Martin would be his 1st choice, and Boeing would be 2nd.


Price:
$183.910
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
No
2017-02-08 BUY on WEAKNESS Robert Lauzon

A great company to own as a play on defence and infrastructure spend. It has had a great run since Trump got nominated. Defence will go up. You buy this on dips.


Price:
$163.810
Subject:
GLOBAL DIVIDEND
Bias:
UNKNOWN
Owned:
Unknown
2017-01-30 BUY on WEAKNESS Erin Gibbs

They had lots of ups and down due to Trump’s tweets.  Ultimately, they are at a good valuation place, expecting almost 30% growth this year.  It still has a good valuation at 18 times next year’s earnings.  They are doing a good job.  The defence sector is once place the government may be increase spending.


Price:
$165.570
Subject:
US EQUITIES
Bias:
BULLISH on US MARKET
Owned:
Unknown
2017-01-16 COMMENT Paul Harris, CFA

This industry is doing very well and they have the winds to their back. Coming out with new products. There has been good reception to the new wide-body planes, which is really helping out a lot of companies. There is certainly potential for this to go higher. They will probably benefit from better global growth, which he expects to see in the next several years.


Price:
$158.830
Subject:
GLOBAL LARGE
Bias:
UNKNOWN
Owned:
Unknown
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