Message Font: Serif | Sans-Serif
 
UnThreaded | Threaded | Whole Thread (12) | Ignore Thread Prev | Next
Author: jammerh Big gold star, 5000 posts Old School Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 173  
Subject: Re: BA IN HIGH GEAR Date: 4/20/2012 4:36 PM
Post New | Post Reply | Reply Later | Create Poll . Report this Post | Recommend it!
Recommendations: 1
Hi ROCKJCP, yes. For the most part, I'd agree. Of course, there are a few cavaets.

For example, COL is taking some stiff competition from the lower end in the form of companies like Garmin which is moving higher up the food chaing and beginning to get into commercial aircraft - eg its recent contract win with Textron's Cessna.

Another negative comes in the form of a dramatic drop in demand for regional aircraft which, with the exception of larger RJs appears decimated.

Other postives and potential for positives consist of the recent deal with China's AVIC and COMAC, along with a contract win on the Airbus 350. Each of these developments could herald huge potential in some very large markets.

Of course, the primary driver at the moment is the huge backlog of 787s which appears to be finally getting off and running. COL should soon start showing significant gains in the face of this ramp up with $millions on eacy unit of Boeing's near 900 orders.

And this number should rise to well over 1500 as things pick up.
Post New | Post Reply | Reply Later | Create Poll . Report this Post | Recommend it!
Print the post  
UnThreaded | Threaded | Whole Thread (12) | Ignore Thread Prev | Next

Announcements

Pencils of Promise - Back to School Drive
"Pencils of Promise works with communities across the globe to build schools and create programs that provide education opportunities for children."
Post of the Day:
Berkshire Hathaway

IBM: Is Buffett Wrong, or Brilliant?
What was Your Dumbest Investment?
Share it with us -- and learn from others' stories of flubs.
When Life Gives You Lemons
We all have had hardships and made poor decisions. The important thing is how we respond and grow. Read the story of a Fool who started from nothing, and looks to gain everything.
Community Home
Speak Your Mind, Start Your Blog, Rate Your Stocks

Community Team Fools - who are those TMF's?
Contact Us
Contact Customer Service and other Fool departments here.
Work for Fools?
Winner of the Washingtonian great places to work, and "#1 Media Company to Work For" (BusinessInsider 2011)! Have access to all of TMF's online and email products for FREE, and be paid for your contributions to TMF! Click the link and start your Fool career.
Advertisement