Investment Q&A

Q: I wish to buy some more Boeing. Read recent Q&A. Once future earnings are released and presumably less than past, and future litigation issues and costs, is it reasonable to expect prices below the current support level of $370?

Q: I have done very well with my Blackstone holding in recent months, having bought it in the high-20s. I still think there is upside to the mid-40s, but toying with the idea of taking some profit (maybe selling 30-50%) and buy Boeing with the proceeds. I think Boeing will figure out the 737, and continue to think it is a worthwhile addition as a core US$ large cap holding. Would be curious to hear your views on both names at this stage. Thank you.

Q: What’s your opinion of these 2 big cap US companies, now that they’ve reported their latest earnings/forecast outlooks?

Thnx for your very insightful opinion!
Dave

Q: I have been wondering about Boeing's stock price being able to be bulletproof to this point ( other companies would have been footnotes in history at this point).

I had begun to think that maybe, everyone would forget and their progress higher would reset in a few months, as many pundits have suggested.

But then I came across this post on quora suggesting boeing's possible path to bankruptcy.

https://www.quora.com/How-long-do-you-think-the-Boeing-737-MAX-will-be-out-of-operation-in-the-world

Your thoughts

Q: Question on Boeing. Christmas eve it was under $300 without the threat of mass cancelations and potential litigation staring at it. With all of the uncertainty ahead of it how the heck is it holding at $370? It seems to be bouncing down and hovering there as though supported by something. What's your take?

Q: Hi team,
A question on Boeing. A tragic place crash on the weekend. It was the 2nd one in six months involving the Boeing 737 Max 8, a newer version of the workhorse 737 and for which Boeing has a huge backlog. A number of airlines are grounding those planes today. BA is bouncing around a lot. I have not followed it that closely in the past, so not sure how things typically play out. Before today, a lot of analysts had high price targets. I am not minimizing the tragic loss of lives, but is this a good opportunity to initiate a position, or could a lot of cancelled orders follow?
Thanks again.
Dave

Q: Your thoughts on Boeing. I blink and it's up 20%.

Thanks
Mark

Q: I hold Ratheon and Honeywell. Would you recommend selling these for a new holding in Boeing?

Q: I have been watching BA, UNH, V and MSFT for well over a year, they have all been growing their stock price at an impressive rate for over 5 years or more, and now wonder whether they have finally come down to a point where one could look to buy them with a margin of safety?

Q: What would explain Boeing's large negative PB ratio in your company report?

Q: I sold dol recently. I'm down 8% on ccl and 5% on pbh. Both have been week lately which is driving crazy while the US markets grow. I'm tempted to sell these 2 and replace with ba, ita, grub.

Your thoughts please.

Q: Thanks for the News Update. and it mentions adding Industrials. For that last few weeks, I'm pondering adding industrial positions to my balanced, diversified US portfolio. I assigned a 15% weighting to the US industrial sector. My current positions are UTX at 4.6% weighting and FDX at 2.6% These two total 7.2% and as a result, I could add 7.8%. Please provide a few US names in this sector for my consideration, including adding to bring FDX to 4%........Appreciate you insights....Tom

Q: Airbus vs Boeing?

Thank you

Q: Hi 5iResearch Team,

I have held a full position on NOC since March 2105 and am currently up by about 90%. NOC has pulled back by about 18% since reaching its highs 6 moths ago. I am thinking of switching from NOC to BA and would like to get your comments on this move. Thanks.

Q: Aug 1, 2018 - CAE acquires Alpha-Omega Change Engineering (AOCE)
CAE today announced that CAE USA Mission Solutions Inc., a subsidiary of CAE USA, has acquired Alpha-Omega Change Engineering (AOCE) for approximately US$29 million, excluding post-closing adjustments. The acquisition will enhance CAE USA’s core capabilities as a training systems integrator (TSI), grow CAE’s position on enduring platforms such as fighter aircraft, and expand the ability for CAE USA to pursue higher-level security programs in the United States.

AOCE, based in Williamsburg, Virginia, provides a range of aircrew training services, operational test and evaluation, and engineering support services to the U.S. Department of Defense and U.S. intelligence services.

Would you please provide your opinion of this acquisition by CAE and what is their competition in the Defense Sector?
Thanks

Q: I hold these in my us tfsa and each are weighted to about 4% of my total portfolio except nvda which grew to a nice 7%. I have some cash to add and wondering which I should top off first?

Q: I am interested in buying Cummins for a long term (5-10 year) hold, or a comparable industrial in USF. Honeywell is my only other USF industrial. Could you please give me your opinion on purchasing it on the fall, or recommend other industrials, with a at least a small dividend.
Your advise is always appreciated!

Q: Do you have a recommendation for a company to invest in with respect to drone technology?

Q: I currently hold these 3 in a us tfsa among a few others, and im looking to add to one of the 3 listed. BA recently announced 20% dividend increase and 18b buyback program, which seems very positive. NVDA also seem like a good time to add with recent pull back to sub 200s with no fundamental change. Then V is just doing what its been doing for years and years with slow and steady climb. Which would you preferred to add to and why?

CRA has announced $5500 contribution limit for 2018, when does it take effect? Is it immediate on jan. 1?

Q: The stock has had a great run up....is it time to sell?