IB Net Payout Yields Model

Boeing: The Big Picture

Boeing has an order issue that most manufacturing firms would gladly accept.
The massive backlog over rides any concerns regarding short-term order issues.
The large capital returns suggest the stock remains undervalued.
Any manufacturing firm lives off of orders so obsessing over monthly and quarterly numbers has some validity. A problem though occurs when investors don't view the big picture of the magnitude of the backlog.
Read the full article on Seeking Alpha. 

Disclosure: No position mentioned. Please review the disclaimer page for more details. 


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