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Last post: ripley94, 8 Jun 2023 19:29
Sold second part of byback $218 following target note.
215 to 218 = 2%
25 Analysts expect the price to increase by 11% to 236.
Thank God I did as sold half of the last buy *$215 ( 189 to 215 = 14% )
22/12/2022 "so decided to buy yesterdays first sale back at *$189 "
Analysts expect the price to increase by 8% from yesterdays 206 to 224
24 analysts from global investment banks and brokerage houses are currently rating the stock.
I saw this yesterday as USA plunged 3% , dated *28 November nearly one month ago.
It was a good idea to place trades by hindsight close.
A U.S. recession induced by central-bank efforts to curb inflation is likely to arrive by mid-2023 and trigger a sharp and “temporarily painful” decline in equities, according to... *Deutsche Bank researchers.
“We see major stock markets plunging 25% from levels somewhat above today’s when the U.S. recession hits, but then recovering fully by year-end 2023, assuming the recession lasts only several quarters,” said David Folkerts-Landau, group chief economist and global head of research, and Peter Hooper, global head of economic research.
In a note released on Monday, the researchers cited persistently high wage and price inflation in the U.S. and Europe driven by robust demand, tight labor markets, and supply shocks for their thinking. Based on the historical record of several major industrial countries since the 1960s, any time trending inflation has declined by 2 percentage points or more, such a decline has been accompanied or induced by a rise in unemployment of at least 2 percentage points. Currently, they estimated, inflation trends in the U.S. and Europe are running around 4 points above desired levels.
Deutsche Bank DB, -0.62% isn’t alone in its thinking. In July, legendary investor Jeremy Grantham warned that stocks could plunge 25% as the “superbubble” continues to pop. In August, Citi research analyst Christopher Danley wrote that chip stocks could drop by that magnitude as investors enter “the worst semiconductor downturn in a decade.” And earlier this month, a team of analysts at Morgan Stanley MS, -0.58% analysts led by Mike Wilson implied that the S&P 500
SPX, -1.45% could see further downside of up to 25% if a recession hits.
A downturn may already be under way in Germany, where Deutsche Bank is based, and in the eurozone as a result of the energy shock triggered by Russia’s invasion of Ukraine, the Deutsche Bank researchers said. Meanwhile, the Fed and European Central Bank are “absolutely committed” to bringing inflation down in the next several years, and “it will not be possible to do so without at least moderate economic downturns in the U.S. and Europe, and significant increases in unemployment.”
“The good news is that we also think the Fed and ECB will succeed in their
missions as they stick to their guns in the face of what is likely to be withering public opposition as unemployment mounts,” Folkerts-Landau and Hooper wrote. “Doing so now will also set the stage for a more sustainable economic and financial recovery into 2024.”
More share sales went through elsewhere so decided to buy yesterdays first sale back at *$189 ( Just $1 cheaper ) lifted just before 5pm it fell to $186 by 6pm .
Yesterday high was $196 ( 5.4% higher )
With expenses this buy was a tiny bit more expensive then yesterdays sale at *$190 .
No idea why so volatile last two days , they fell to $186
Sold two tranches first a open ( set before ) at $190 then after seeing the e-mail at 2.50pm ( 20 min gap ) at $192 set quickly in Santander . ( they hit $196 by 5pm )
Margin looking low again today and want to raise cash for 11/1/2023 large due payment . ( Set 16 sell orders placed )
If this is another Boeing MAX crash they are in for a very tricky few months.
Breaking news..
Boeing 737 max missing over Indonesia :(
I believe the Share Price will improve in the 2021 as life slowly returns to normal and the orders continue..... Just bought last week before the share price dropped but not too worried.
Started: Investinvalue, 6 May 2020 22:58
Last post: TakingMyTime, 8 May 2020 11:28
Hi, RBR. In short, it's all a bet on the world moving again before the lockdown puts us into a severe depression.
Are we looking at 2008-2010, or are we looking at 1929-1945? If the former, oil, airlines, mining, and Boeing are great bets. If the latter, perhaps not. It's probably going to be worse than 2008 and not as bad as 1929 (and hopefully, unlike 1929, won't end in a war). But how much worse than 2008? That's the unknown.
I'm also in PSN but I don't see that as the same. People have to have a place to live even if the economy goes in the tank long term. They might change how much social housing they make but they aren't likely to go out of business. I'm in ROR and BBOX because of how I think behaviour will change. These are not plays on the economy reaching full recovery within five years or so.
I do see oil, airlines, mining, and Boeing (thus discussing it here) as bets on a strong recovery. Thus, it does seem similar exposure to me.
Nevertheless, your point is well-taken that oil might be a safer bet than airlines and companies like Boeing, because oil could recover pretty strongly even if air travel doesn't. So maybe I need to move oil, in my thinking, from a "bet on full recovery" category to "bet on 80-90% recovery" kind of investment. Which is a pretty significant difference in my way of thinking. Because while I expect full recovery even if it takes 5 years, I'm obviously not certain of that. But my confidence in an 80-90% recovery over 5 years is much, much higher.
TMT, i'm intrigued to understand why you think a play for airlines is similar to oil. As far as i am aware aviation accounts for only 8% of global oil consumption. Betting on the world moving again (on road) is probably a more near term bet than the world moving again in the air, which would in the simplest terms mean that oil recovers faster than airlines.
Am i missing something here?
Hi, IIV. Thanks for your comment on the other board.
I know Boeing is a defence contractor as well, but they, like airlines and oil shares, are very exposed to the airline/travel industry. Didn't they take a huge hit when the 737 Max got grounded?
Seems to me that the drop right now is for the same reasons the airlines and oil companies have dropped, and that investing in Boeing right now is effectively making the same play as investing in airlines or oil -- it's a bet that the world is going to get moving again, and if that bet comes off then you've got a big winner. But if it doesn't come off, whether in Boeing, IAG, or BP, you aren't going to do very well.
That was the thought on my comment about similar exposure. It's not exactly the same thing, of course. And perhaps Boeing would be a better bet than IAG because it isn't likely to be allowed to fail by the US government.
I think there's another risk with Boeing, too. If the Democrats take the White House and Congress, defence spending will be slashed.
All that said, I'm still intrigued by the opportunity. Anyway, I'm interested in your views on the above.
Been mulling over Boeing shares for a while now. Haven't been through the balance sheet in a great deal of detail but i'm slightly concerned by the fact that they were already hampered by the 737 MAX (2.2 billion loss in in 2019?) and have growing debt (doubled in 2019).
Not an attempt to deramp, just my thoughts on what has kept me out to date - happy to listen to alternative viewpoints.
This is to open this chat for Otto, TakingTime and any other quiet Boeing investors. The SP is currently $121 per share. This is down from a 52 week high of $386. Strong Buy.
Started: Investinvalue, 5 May 2020 18:07
Last post: Investinvalue, 5 May 2020 18:07
Even if this drops. The defence contracts and the start up of the US economy and world economies will see Boeing return to previous highs. One of the best companies you could buy in this downturn. Not the fastest to return to previous highs but definitely one of the strongest.
Last post: Shipmate1, 24 Nov 2017 00:21
me then x
Last post: Shipmate1, 27 Jan 2017 16:44
Wrong board
Last post: Shipmate1, 27 Jan 2017 16:18
Well just me here cant quite say I'm an investor. But id like to say the new polices could effect the price Slippy x
Positive Points: The company's current 2013 financial guidance stated that it assumes no significant financial impact from the Federal Aviation Administration's (F AA) directive. Boeing's order backlog grew to a record $390 billion, including $114 billion of orders during the year. The group delivered 165 planes in the quarter, 601 in total during 2012. It added that it is on track to produce 635 to 645 aircraft in 2013, including 60 787s. Following a strong contribution in 2012, the group's Defence, Space & Security's business said revenue for 2013 is expected to be between $30.5 and $31.5 billion, with operating margins greater than 9%.
Negative Points: Boeing said it is continuing to build the Dreamliner, but has halted deliveries after all the jets in service worldwide were grounded by aviation regulators who are investigating what caused lithiumion batteries to burn on two 787 jets earlier this month. The airline industry is correlated to economic growth, with consumer and business confidence a key factor. Uncertainties remain. The commercial aerospace industry is intrinsically linked to unpredictable action such as terrorism, volatile oil prices, and epidemics. Environmental issues also sit in the background. The company is subject to intense commercial competition. Boeing has significant exposure to the defence market which is at risk to spending cuts and the condition of existing US and allied military equipment.
Financial Highlights: Boeing reported a 30% fall in profit to $978 million. Revenues of $22.3 billion were recorded, up from $19.6 billion in the same quarter a year earlier.
Fourth quarter results: Dow Jones Industrial Average component Boeing reported a fall in profits but its results exceeded Wall Street expectations. Boeing said its current guidance for 2013 assumes "no significant financial impact" following the Federal Aviation Administration's 787 (Dreamliner) investigation earlier this month into the lithium-ion batteries used on the aircraft that had experienced multiple problems and raised questions about their reliability. Their action prompted the planes to be grounded worldwide. "Our first order of business for 2013 is to resolve the battery issue on the 787 and return the airplanes safely to service with our customers," Chief Executive Officer Jim McNerney said in the statement. Boeing's 2012 performance was driven by its commercial aircraft division. It delivered 601 jets to customers last year, compared to 477 in 2011. The group's commercial aircraft division reported revenue of $14.2 billion for the fourth quarter, up 32%, and operating earnings of $1.3 billion, up 29%.
Started: mulledwine, 25 Jan 2012 12:41
Last post: mulledwine, 25 Jan 2012 12:41
Boeing Reports Strong Fourth-Quarter Results and Provides 2012 Guidance CHICAGO, Jan. 25, 2012 -- Fourth-Quarter 2011 - Earnings per share rose to $1.84, driven by strong core performance - EPS includes favorable tax settlement of $0.52 compared with $0.50 in 2010 - Revenue rose to $19.6 billion on increased commercial airplane deliveries Full Year 2011 - Earnings per share increased 20 percent to $5.34 on record revenue of $68.7 billion - Operating cash flow increased 36 percent to $4.0 billion - Backlog grew to a record $356 billion including $103 billion of orders during the year Outlook for 2012 - EPS guidance of between $4.05 and $4.25 reflects strong operating performance offset by $0.83 of higher pension expense - Revenue guidance established at between $78 and $80 billion - Operating cash flow guidance set at greater than $5.0 billion includes $1.5 billion of discretionary pension contributions
Started: mulledwine, 25 Jan 2012 12:41
Last post: mulledwine, 25 Jan 2012 12:41
Started: Lone_Wolf, 29 Aug 2010 08:56
Last post: Lone_Wolf, 29 Aug 2010 08:56
,,,
Last post: BIGMARK, 13 Dec 2008 09:51
Or bust LOL
Last post: Lone_Wolf, 13 Dec 2008 09:40
no share price showing? does that mean they are FREE. hehehehehehehehe