Opinions
Mike Vinokur, CFA, CMT, and CFP
Boeing
BA-N
Unspecified
Jun 09, 2025
Stock price when the opinion was issued
You might be interested:
Premium contentThe Boeing Archives houses a vast collection of Boeing artifacts that illustrate the defining moments of our past. "The Boeing Archives Presents" brings to life our history through the photos, film, documents and relics that preserve our company's journey. Maintained to capture where we've been and influence where we're going, the Boeing Archives is one of the largest collections of its kind anywhere in the world. Social media mentions are up 18% in the past 24h.
Premium contentA leading global aerospace company and top U.S. exporter, Boeing develops, manufactures and services commercial airplanes, defense products and space systems for customers in more than 150 countries. Our U.S. and global workforce and supplier base drive innovation, economic opportunity, sustainability and community impact. Boeing is committed to fostering a culture based on our core values of safety, quality and integrity.
He started a position earlier this month. He avoided it for a long time, but this year he wanted it to take advantage of Trump's trade war. Also, the CEO is doing a good job. He entered after the big pullback earlier this month. Buy some, then wait till it touches $200. Reasons: only 2 companies build at scale commercial jets in the world such as Japan ordering 100 Boeing jets. Making more planes will boost their cash flow. The CEO has cleaned up the messy balance sheet; has sold parts of the operation to pay off debt.
Ups and downs over the years. OK right now and looks fairly resilient. Trending upward, so far so good. Holding above $200-210 support. You have to play the trend on this one. (Years ago, he got back in thinking all troubles were behind it, and he woke up one morning to find one of the doors had fallen off.)
He hopes their troubles are behind them but as an equity investor is not sure if he sees the light at the end of the tunnel yet. There are only three companies in the world that make planes and global travel is growing. It has some logistics issues and has received some significant slaps on the wrist by the transportation board. There is a lot of debt but the order book is pretty filled up. He thinks there has been some change in management.