Boeing | StockChase
214
Boeing (BA-N)

Last Price Recorded: $266.9900 on 2017-11-21

ON STOCKCHASE SINCE Oct 2000

Transportation

Boeing


Signal Opinion Expert

2017-11-06

BUY on WEAKNESS
Boeing (BA-N)

It had a nice run this year.  Defense stocks go up when North Korea makes inflammatory statements and Trump responds.  It’s a sentiment play rather than an earnings story.  She likes it.  It is a solid, stable company.  Buy on the dips and sell on the twitter wars between North Korea and Trump.

Transportation
Erin Gibbs

V.P., S&P Global Market Intelligence

Price: $264.070
Owned: Yes

2017-10-17

COMMENT
Boeing (BA-N)

Closed at $259. He doesn’t have a model price, because it doesn’t have any equity. It’s BV is only about $5, if that. Here it is at about $260. The world is going to spend money on armaments and all the stocks, from 2008 to now, are up 400%-500%. You are not buying anything financially when buying this company.

Transportation
Brian Acker, CA

Chief Executive Officer, President and Chief Inves, Acker Finley Inc.

Price: $258.620
Owned: Unknown

2017-10-05

COMMENT
Boeing (BA-N)

This has been buying back stock for a long period of time. As a result, the BV has actually been going down. He hates companies that do this. Trading at about 55X P/B. Intrinsic value is $125. This is not his idea of a good investment.

Transportation
Ross Healy

Chairman, Strategic Analysis Corp

Price: $258.890
Owned: Unknown

2017-10-03

COMMENT
Boeing (BA-N)

$100 billion in sales. Has an order backlog for about 3000 737 jets. Air travel is growing globally, particularly in Asia and this company has a tremendous capability, although China is starting to manufacture its own jets. Traditionally, it has not been a well-managed company. They have quite aggressive unions. However, the more research he does, the more he thinks travel and mass market tourism are going to be growth industries going forward, and he has to find ways to participate.

Transportation
David Baskin

President, Baskin Wealth Management

Price: $255.460
Owned: No

2017-09-27

SELL
Boeing (BA-N)

There is a lot of focus around this company and Bombardier. A very interesting political issue. Dirty politics are being played. As an investment, it has done really well over the last 2 years. The world’s leader and biggest commercial aerospace company. It has had a heck of a run, and his target price was around $240. If he owned this, he would definitely be selling it.

Transportation
Alex Ruus

Portfolio Manager, Arrow Capital Management

Price: $255.280
Owned: No

2017-09-19

COMMENT
Boeing (BA-N)

Owned this for many years, but just sold it a month ago, because it had done so well. As the price of something rises, its value tends to drop. This is trading at about a 50% premium to its 10-year historical average. That represents a lot of risk. He would love to buy it back, but it is a little overpriced as a stock.

Transportation
Gordon Reid

President, GoodReid Investment Counsel

Price: $252.460
Owned: No

2017-09-12

COMMENT
Boeing (BA-N)

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.

Transportation
Christine Poole

CEO & Managing Director, GlobeInvest Capital Management

Price: $240.580
Owned: No

2017-08-24

HOLD
Boeing (BA-N)

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.

Transportation
Stan Wong

Director & Portfolio Manager, Private Wealth Management, ScotiaMcleod

Price: $238.740
Owned: No

2017-08-18

HOLD
Boeing (BA-N)

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.

Transportation
Norman Levine

Managing Director, Portfolio Management Corp

Price: $235.770
Owned: Unknown

2017-08-17

PAST TOP PICK
Boeing (BA-N)

(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.

Transportation
Gordon Reid

President, GoodReid Investment Counsel

Price: $235.590
Owned: No

2017-08-03

COMMENT
Boeing (BA-N)

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.

Transportation
John Stephenson

President & CEO, Stephenson & Company Capital Management

Price: $238.250
Owned: Unknown

2017-08-01

SELL
Boeing (BA-N)

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

Transportation
Alex Ruus

Portfolio Manager, Arrow Capital Management

Price: $239.440
Owned: Unknown

2017-06-13

COMMENT
Boeing (BA-N)

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.

Transportation
Cameron Hurst

Chief Investment Officer, Equium Capital Management

Price: $191.090
Owned: Unknown

2017-05-08

DON'T BUY
Boeing (BA-N)

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. 

Transportation
Ross Healy

Chairman, Strategic Analysis Corp

Price: $186.020
Owned: Unknown

2017-04-24

WAIT
Boeing (BA-N)

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.

Transportation
Liz Miller

President, Summit Place Financial Advisors

Price: $182.060
Owned: Unknown

Showing 1 to 15 of 214 entries
<< < 1 2 3 4 5 > >>

No Comments.


You must be logged in to comment.