BA: BOEING WAS 1% OF USA GDP IN 2019. WHY TO BUY PULLBACKS...

2020年6月11日BOEING is more than an aircraft manufacturer. BA represented about 1% of our country's GDP in 2019. Never mind that BA is the other side of the world's most important duopoly. BA is an enormous think-tank and producer for our military. Talk about National Security - think about it. Just ask yourself if our country (IE Gov't) could - or would- ever allow this company to flag to an extent anyone in the world could doubt its viability? Answer - not a chance! People are erroneously (IMO) tying BA to the commercial airlines.

If you back up the overlay to late April - BA has traded with the market. If you back it up further, underperformance is dramatic. My conclusion is that from here, BA only has upside. LOOK AT RESULTS IN DEBT MARKET - THAT IS YOUR BEST CLUE!

I have found it difficult in the run-up to buy many (or any) other company with total confidence to the extent I'm holding about 50% cash. However, I'm OK leveraging my BA buys with 2021 and 2022 calls and believe anyone (read experienced market vets) looking for a "true North" on their buy compass should look to buy BA on significant pullbacks like today in the 180's - or lower! BA IS UP 24% this month an there are 100 reasons why!