BA

You're comparing me to Cramer. I've never traded as a PM for a fund as small as his (fund). I am not a stock-picker, God help us all. If you're equating cable TV fame with success, then he's successful.

My insecurities have no impact on your argument. You're touting Cramer's CV while denigrating it in the same-breath. Yawn. Impact to BA? Zero.

MSFT is trading at 75x. Are you short it? If not, why not?

Edit: Apogee was smaller than Cramer-Berkowitz.
 
American Airlines spends $12.3 billion on Boeing 787 jets
$12.3 billion is the list-price value of the 47 Boeing 787 Dreamliner jets that American Airlines is ordering. The actual price is confidential, but it’s typically about half of the list price. American and Airbus also agreed to terminate an order for 22 Airbus A350 jets that had been placed by US Airways before its merger with American. Deliveries start in 2020, and American has options for 28 more jets.(GeekWire)
 
Boeing’s outlook gets boost after strong results for Q1
The Boeing Co. is raising its financial sights for the year as a result of a stronger-than-expected first quarter, and that was reflected in its stock price as well. First-quarter revenue was up 6 percent year over year at $23.4 billion, and net earnings per share rose 57 percent to $4.15, the company reported. Adjusted earnings per share hit $3.64, 68 percent higher than the year-ago figure and 40 percent higher than the consensus forecast from analysts.(GeekWire)
 
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Boeing’s P-8 is the 737 with missiles, sonar and a specialty in hunting submarines
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A military version of the 737, the P-8 is equipped with radar, optical and sonar sensors, and it is armed with anti-ship missiles and torpedoes. It’s designed to patrol the oceans to detect and attack threats including hostile submarines capable of firing off nuclear missiles. (Seattle Times)
 
How does our Treasury Dept have any say over Airbus? Especially when Europe wants the deal left as is.

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Treasury to revoke Boeing, Airbus licenses to sell planes to Iran
by Joe Williams
| May 08, 2018 07:56 PM

Print this article

The Treasury Department will revoke the licenses that Boeing and Airbus obtained in order to sell jets to Iranian carriers following President Trump's decision to pull out of the Iran nuclear deal, the agency confirmed on Tuesday.

The authorization under which the companies were granted the license will be removed over the next 90 days as part of the larger termination of the Iran agreement, Treasury said.

Boeing agreed in 2016 to sell 80 aircraft to Iran Air for $17 billion. The Chicago-based company also agreed to sell Iran Aseman Airlines 30 single-aisle 737s in a deal worth $3 billion.

The company declined to comment on the report. No planes have been delivered, the company’s chief executive officer recently told investors.

Airbus, Boeing's largest rival, has shipped Iran Air three of the 46 single-aisle planes and 54 wide-body jets agreed to in a $19 billion deal.

A spokesman did not immediately respond to request for comment. The European manufacturer previously declined to provide guidance on the schedule for future deliveries.
 
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