The Boeing Company
Stock picks with potential to soar should be on the radar of every investor. With that in mind, let's take a look at two air freight companies. A study by aircraft manufacturer Boeing (NYSE: BA) predicts that in the next two decades, there will be more than a twofold rise in world air-cargo traffic, and the number of aircraft in the freighter fleet will grow by over 80%. Boeing more »
Even with defense spending cuts, the outlook for U.S. military contractors is not entirely negative. America has recently woken up to the fact that China is growing as a military power. With a 2012 GDP of $12.38 trillion, China is growing an economy to support a new American rival. Anti-China U.S. military spending will support defense contractors and help to ensure their dividends.
Paypal co-founder Elon Musk is one of the most widely known and celebrated businessmen of the past decade. The South Africa native has a knack for delivering results in some very unlikely areas. I intend to share with you why I was simply gobsmacked after looking at his recent accomplishments.
Space exploration, electric cars, and solar energy is the perfect recipe for failure. All three industries have mountainous obstacles to more »
Generally, insiders buy stock in their own company when they feel confident about the company’s market prospects and outlook. Sometimes insiders buy stock in their own companies so as to show commitment to working to enhance shareholder value over time. Historically, stocks bought by insiders have tended to outperform broad benchmarks over time; discover the secrets of insider trading here.
The following represents a selection of five dividend-paying stocks more »
Mr. Market is smiling upon electric car manufacturer Tesla (NASDAQ: TSLA). The company’s stock has had an incredible run-up in 2013 as Tesla has seemingly left years of losses in the dust by posting very impressive numbers in the most recent fiscal quarter.
Some investors are most likely seeking a more secure investment that can still ride on Tesla’s success. I believe that the more »
An analyst’s upgrade almost always causes a stock to trend higher. However, those gains can often be a value-trap. In this piece, I am looking at three such stocks; those that I believe are presenting a value trap to investors.
Avoid the Large Buyout Rumors
Economic theory suggests that it is rational to diversify one’s wealth, and one application of this theory is that company insiders should not buy their employer's stock unless the expected gains are high enough and there's enough confidence to offset this incentive. Studies show a small amount of outperformance by stocks bought by insiders. We provide brief coverage of insider purchases so that investors can decide whether more »
Another week and another set of earnings in the industrial space which confirms the curious bifurcation in the sector. In short, if you sell to aerospace and automotive (pretty large sectors in manufacturing) you had a good quarter, if you don’t then conditions were actually weaker. Such thoughts came to mind when looking at Precision Castparts (NYSE: PCP) latest results. In this article I want to delve into the more »
Airline-related companies have enjoyed investors’ favor this year. The iShares Dow Jones Transportation Average ETF (IYT) has outperformed the S&P 500 by rallying 20% on a year-to-date basis, while the S&P has rallied 15%, and it is trading in uncharted territories. In the Airline industry, carriers and aircraft manufacturers capture most of the analysts’ attention. However, aircraft leasers play a key role in the operation of most airlines more »
China is confident enough after having worked on one aircraft carrier to signal that it intends to ramp up production with bigger and better versions. That's a concerning sign since tensions with neighbors has been increasing. The U.S. military/Industrial complex could be long-term winners.
Bloomberg reports that China's defense spending has more than doubled since 2006. A huge increase that shows just how important more »
General Electric's (NYSE: GE) stock price surged a whopping 140% in the last 2 years! That in itself is huge news for investors. Congrats to the people who bought in at the right time, but the real question is where the price is heading from here.
If you are curious what the analysts have to say, let us look at the table below. While most analysts out there tout more »
It has been predicted that over the next several years a boom will take place in commercial aerospace orders (Figure 1). These orders are cyclical, but lag the economy to some extent as seen in the graph below. For example, after the September 11th terrorist attacks and due to the 2000 recession, orders were curtailed for some time before beginning a rebound in 2005. Likewise, the 2008 financial crisis more »
At Fastball Financial, we started the year by building a diversified portfolio of 10 Stocks for 2013. The goal of the 10 Stocks for 2013 was to provide you with a portfolio of ten great stocks for:
- Diversification across industries and market caps
- Growth in some of the hottest themes and industries
- Sufficient stability and dividends to offset potential market losses
Thus far, the results unfortunately haven't been all more »
Christopher Nolan really did something amazing when he revitalized the Batman movie franchise. Some of my favorite scenes in the trilogy are when Bruce Wayne and Lucius Fox are walking around research and development at Wayne Enterprises. As they walk around, their conversation normally goes something like this:
Bruce: "What is this?"
Lucius: "Oh, that old thing? That is the F9JMK-3,000."
Bruce: "What does it do?"
Lucius: "We needed more »
Despite a difficult macroeconomic environment, the aerospace and defense (A&D) industry will continue developing game-changing technologies in 2013. This industry is becoming global as a result of growing travel demands in emerging markets, cut-throat competition and cost-saving opportunities.
The defense segment will continue to see revenue declines due to decreased military spend in the US and Europe. On the other hand, the commercial-aircraft segment will observe an upside due more »
Recently, Fly Leasing (NYSE: FLY) announced that it would pay a quarterly dividend of $0.22 per share. Interestingly, shareholders of Fly Leasing have received dividends from the company uninterruptedly since the beginning of 2008. Famous hedge fund managers, including Jim Simons, David Siegel, and Steven Cohen all reported holding Fly Leasing in their funds at the end of 2012. Should we be bullish on Fly Leasing at its current more »
Did the Dreamliner 787 fiasco and the sequester hurt Boeing (NYSE: BA)?
When the quarter began in January, things did not look good for the aerospace company. The Dreamliner 787 suffered from battery problems, causing flights to be grounded, a halt in production, a slowdown in sales, defense industry sequestration spending cuts kicked in, and investors jumped ship. But in spite of all of that, Boeing reported first quarter earnings more »
Boeing (NYSE: BA) got a couple votes of confidence of late, including the approval by U.S. regulators and the Federal Aviation Administration of the "high level system description" of its 787's electrical system, which in effect certifies the safety of its advanced lithium-ion batteries used in the 787 Dreamliner jets.The other big news is that despite the grounding of its Dreamliner, Boeing posted impressive results for 1Q more »
Airplanes paid off for Hexcel (NYSE: HXL) this quarter. This company produces lightweight composite airplane parts for both Boeing (NYSE: BA) and Airbus. Hexcel makes composite helicopter blades and wind turbine blades as well. Hexcel's achieved solid results in the airplane business, and the company's composites and carbon fiber products could also find uses in other industries.
In general, the first quarter of 2013 went well more »
After Obama’s signing on defense sequestration and budget cuts, many have formed a bearish point of view on the aerospace and defense stocks. Let’s see if this point of view needs to be rectified to some extent.
The large-cap defense stock, Northrop Grumman (NYSE: NOC), reports on April 24. The company is expected to post EPS of $1.74 according to consensus estimates.
The following organic growth rates more »
- Page 1 of 14