Boeing Update
Boeing stocks taking a hit because they projected higher R&D going forward – which is actually good for long term sustained growth.
They also took a hit for exiting their broadband contracts but still beat forecasts by 40%. A good quarter and a record backlog. They will spend more to deliver their Dreamliners on time – which is a good strategy. I am still bullish!
– Faisal Laljee
LIFECELL- plunged 27% on slow
earnings forcast. i played the
confrence call and believe that
growth factors are still intact.
its a question of lumpy sales
force expansion. last quarter
they expanded more then they
could handle. seqentials coming
back. we were light before the
earnings report and expanded the
position from 175s to 475s after
prices fell into 23s.
Intuitive Surgical-
reported good and guided
up. we suspect the 24% starter
bounce off the low $90s August low end will continue to
expand. the confrence call pleased analyst and i suspect they
will write optomistic updates
for friday morning. the shares shot up $13 in after hours only to pull back $13. investors arent sure but friday morning they
should be. expecting $120 within
a few days.
EMBRAER has pulled in 3 better upgrades and expanded the jumbo back log further then imaginable
in past 4 months. how close is $50?
Embraer has tip action of $2-$3
after having a $10+ bounce
since early August. the backlog
expansion was somewhat overdue
and expected before the runup.