Boeing (BA)

Boeing vs. United Has room to run. They just got a big order for 25 737 Max's. United Airlines anticipates a big boom in airlines. A tailwind for Boeing. The balance sheets of the airlines are in tatters. Don't touch them. He'd rather buy Boeing.

He thinks airbus will take a bigger piece of the pie when orders resume. He likes Raytheon (RTX-T).

More research: https://edition.cnn.com/travel/article/odds-catching-covid-19-flight-wellness-scn/index.html The airlines always get bailed out, because too many jobs across American rely on these airlines. This is a tailwind. Today, the FAA was pleased with the test flight of the troubled 737 Max. If it flies again, this will be a game-changer. He can't believe it, but he recommends Boeing. Secondly: Yes, science says it is safe to fly. Consider that during pandemic through August, 1.3 billion have flown on 19 million flights--and there have been 19 documented cases of Covid on planes and airports. Only 19. Even if this number is 100 times bigger, flying is still safer than we think. This means it's much safer to fly than we think, based on the planes' air circulation system which prevents the spread of the virus, safer than office buildings. Also, the 15-minute Abbott Labs Covid test will be a game-changer and spur air travel. Buy Boeing now before it rises. It's the most hated stock he's ever seen, so buy it. Air travel always recover, but it takes time.