Ben Tsocanos and Tony Bancroft discuss Boeing (BA) earnings. Ben sees some positive signs of a turnaround in its commercial airplane sector. He doesn’t expect any “dramatic moves” in company restructuring. Tony says “we knew” that defense would be a sore point on the report as it renegotiates contracts. He likes the stock, calling it “almost too big to fail.”
The Watch List
28 Jan 2025
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