Comments on: Keep an eye on these stocks during this downturn http://www.financialnirvana.com/keep-an-eye-on-these-stocks-during-this-downturn/ Stock analysis, research, trends and forecasting Thu, 08 Jan 2009 11:37:32 +0000 http://wordpress.org/?v=2.0.3 by: Himanshu Pandya http://www.financialnirvana.com/keep-an-eye-on-these-stocks-during-this-downturn/#comment-1991 Sun, 04 Mar 2007 23:58:29 +0000 http://www.financialnirvana.com/keep-an-eye-on-these-stocks-during-this-downturn/#comment-1991 Nagesh, I think the India factor is just one of the many reasons to invest in Boeing. - Air India (The Boeing Company [NYSE: BA] and Air India today celebrated the delivery of the first of 18 Next-Generation 737-800s to Air-India Express, a wholly owned subsidiary of Air India. The delivery also marked the first airplane delivered to Air India following the airline’s order for 68 Boeing jetliners, the largest commercial airplane order in India’s civil aviation history. The order was placed in December 2005 and is valued at more than $11 billion at list prices.) - Jet Airways order (The Boeing Company [NYSE: BA] and Mumbai-based Jet Airways today announced an order for 10 787-8 Dreamliners. The order, placed in December 2006, is valued at more than $1.5 billion at list prices and deliveries are scheduled to begin in 2011.) - NEW DELHI, Jan. 17, 2007 -- In a move to strengthen its in-country presence, Boeing India is announcing the appointment of two senior executives to lead its efforts in India. - Air Sahara order for 10 Next-Generation 737-800 airplanes. - Spice Jet order - There is also the Indian Defense factor - http://www.financialexpress.com/latest_full_story.php?content_id=154045 http://www.freerepublic.com/focus/f-news/1781803/posts - Boeing expects India to buy nearly $73 billion in new airplanes over the next 20 years. - Analyst R Spingarn of Credit Suisse maintains his "outperform" rating on Boeing Company (BA.NYS), while raising his estimates for the company. The target price has been raised from $97 to $104 I do think Boeing is decently valued here but if the overall market keeps going lower and takes a quality company like Boeing down with it then its definitely a buy in my opinion. You obviously know a lot of Boeing and seem to follow the stock. I would love to know at what price you think Boeing is a buy? Disclosure: I have no holdings in BA Nagesh,

I think the India factor is just one of the many reasons to invest in Boeing.

- Air India (The Boeing Company [NYSE: BA] and Air India today celebrated the delivery of the first of 18 Next-Generation 737-800s to Air-India Express, a wholly owned subsidiary of Air India. The delivery also marked the first airplane delivered to Air India following the airline’s order for 68 Boeing jetliners, the largest commercial airplane order in India’s civil aviation history. The order was placed in December 2005 and is valued at more than $11 billion at list prices.)

- Jet Airways order (The Boeing Company [NYSE: BA] and Mumbai-based Jet Airways today announced an order for 10 787-8 Dreamliners. The order, placed in December 2006, is valued at more than $1.5 billion at list prices and deliveries are scheduled to begin in 2011.)

- NEW DELHI, Jan. 17, 2007 — In a move to strengthen its in-country presence, Boeing India is announcing the appointment of two senior executives to lead its efforts in India.

- Air Sahara order for 10 Next-Generation 737-800 airplanes.

- Spice Jet order

- There is also the Indian Defense factor - http://www.financialexpress.com/latest_full_story.php?content_id=154045
http://www.freerepublic.com/focus/f-news/1781803/posts

- Boeing expects India to buy nearly $73 billion in new airplanes over the next 20 years.

- Analyst R Spingarn of Credit Suisse maintains his “outperform” rating on Boeing Company (BA.NYS), while raising his estimates for the company. The target price has been raised from $97 to $104

I do think Boeing is decently valued here but if the overall market keeps going lower and takes a quality company like Boeing down with it then its definitely a buy in my opinion.

You obviously know a lot of Boeing and seem to follow the stock. I would love to know at what price you think Boeing is a buy?

Disclosure: I have no holdings in BA

]]> by: Himanshu Pandya http://www.financialnirvana.com/keep-an-eye-on-these-stocks-during-this-downturn/#comment-1982 Sun, 04 Mar 2007 16:27:35 +0000 http://www.financialnirvana.com/keep-an-eye-on-these-stocks-during-this-downturn/#comment-1982 i got burned on first solar. i plan to write about this in more detail soon. however, i still haven\'t closed my short position and am looking to short it more to recover some of my losses. i should have closed the position before or right after earnings but couldn\'t since i was on vacation. it was too late before i realized. i am waiting for the 6 month lockout period to end and expect to see some downtrend. i believe there\'s still a couple of months to go. i am writing this from my phone so excuse my spelling and all. i got burned on first solar. i plan to write about this in more detail soon. however, i still haven\’t closed my short position and am looking to short it more to recover some of my losses. i should have closed the position before or right after earnings but couldn\’t since i was on vacation. it was too late before i realized. i am waiting for the 6 month lockout period to end and expect to see some downtrend. i believe there\’s still a couple of months to go.

i am writing this from my phone so excuse my spelling and all.

]]> by: Solar Fan http://www.financialnirvana.com/keep-an-eye-on-these-stocks-during-this-downturn/#comment-1980 Sun, 04 Mar 2007 15:08:23 +0000 http://www.financialnirvana.com/keep-an-eye-on-these-stocks-during-this-downturn/#comment-1980 How did your short on First Solar pan out? I noticed that they had a major increase after their earnings call. What are your current thoughts on these guys? How did your short on First Solar pan out? I noticed that they had a major increase after their earnings call. What are your current thoughts on these guys?

]]> by: Nagesh Belludi http://www.financialnirvana.com/keep-an-eye-on-these-stocks-during-this-downturn/#comment-1978 Sun, 04 Mar 2007 13:51:50 +0000 http://www.financialnirvana.com/keep-an-eye-on-these-stocks-during-this-downturn/#comment-1978 Himanshu: Your comment on Boeing is interesting: "After looking at the boom in air travel in India I am convinced that Boeing is the way to go." The Airbus A320 family seems to be the preferred choice of the new discount carriers in India: Air Deccan, IndiGo, Go and Kingfisher have all chosen Airbus over Boeing. Spice Jet seems to be the exception. Furthermore, I believe that the profit margins on single-aisle aircrafts are attractive neither at both Boeing and Airbus in comparison to the wide-bodies. Boeing's commercial aircraft division contributes 41% of revenues and 27% of operating profits (2005.) The commercial aircraft industry is cyclical; Boeing's order book is strong enough to facilitate peak deliveries up to 2009-2010. I think the industry has peaked in terms of aircrafts ordered at Boeing and Airbus. Boeing's current forward-looking PE is about 19.5 and the stock seems to be fairly valued in the context of the state of the industry. Himanshu: Your comment on Boeing is interesting: “After looking at the boom in air travel in India I am convinced that Boeing is the way to go.” The Airbus A320 family seems to be the preferred choice of the new discount carriers in India: Air Deccan, IndiGo, Go and Kingfisher have all chosen Airbus over Boeing. Spice Jet seems to be the exception. Furthermore, I believe that the profit margins on single-aisle aircrafts are attractive neither at both Boeing and Airbus in comparison to the wide-bodies.

Boeing’s commercial aircraft division contributes 41% of revenues and 27% of operating profits (2005.) The commercial aircraft industry is cyclical; Boeing’s order book is strong enough to facilitate peak deliveries up to 2009-2010. I think the industry has peaked in terms of aircrafts ordered at Boeing and Airbus. Boeing’s current forward-looking PE is about 19.5 and the stock seems to be fairly valued in the context of the state of the industry.

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