I can't say I have had a great past few months holding NYSE:BA , but whatever. I still see value here, I recently flew on a 737 and it went smoothly. I expect the ratio to hold between 3.1 and 3.6 until the company does something right. If recession is on the horizon, expect cheap NYSE:BA shares in the future. Will be buying the whole way down. One day this...
Hello, I ran an analysis, comparing the returns of AAPL since 1/1/2000 denominated in global currencies. It is important to always think of currency risk, as it is ever-present. We live in an interconnected global economy with many moving parts, and currency is the foundation.
Ok my friends, here is what you are going to do. Right now, you have the opportunity to get a better price on China than the vast majority of investors since 2006. AMEX:FXI is pure, undisputed value here. Instead of buying America at the top, buy China at the bottom. Free money at these levels. Long AMEX:FXI
Thought I would give an update. I have done nothing but buy $NYSE:BA. It remains historically undervalued. I just saw some Apache helicopters today, Airbus doesn't have those. These foolish "investors" are selling a staple of American tourism and the American war machine. I will buy as much as possible. Buy low, sell high. Will update in a few months. Long NYSE:BA
To put it simply - put as much money as possible into NYSE:BA as soon as possible. When compared to the S&P 500 over time, we can see how investors are pricing Boeing while also taking into account macro conditions. This gives us a relative understanding of the value of Boeing over time, and it has been making new lows recently. Boeing is a government-backed...