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The war in Iran is bringing uncertainty to the U.S. stock markets. 🇮🇷/🇺🇸
But what should we actually be worried about, and how do I think this whole situation will play out?
Shares of companies that manufacture combat drones, such as $ONDS, $AVAV, $UMAC, $RCAT or even $DPRO, are rising by several percent, some even by 10% or more.
It’s important to understand the perception and...
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I think Boeing has probably seen the worst, but a full turnaround isn’t a done deal yet. Large orders like Alaska’s are a strong signal of returning confidence and confirm long-term demand, which is crucial for cash flow. At the same time, high execution risk remains, along with regulatory pressure and the need to execute production flawlessly. So I see this as the start of a recovery from the bottom, not a confirmed comeback.
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📅 This week's key events!
This week is really full of important macroeconomic events and also corporate results. Here's a list of the most interesting things I'll be watching.
📈 Tuesday
JOLTS Job Openings - Let's keep an eye on the tightness in the labor market. Fewer job openings could signal a cooling economy.
Consumer confidence in the U.S. - An important barometer of future...
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I mentioned here recently that I would never buy $BAstock . However, I find Airbus much more interesting and think it is in a better position. Moreover, the company has recently won orders worth over €21 billion and the long-term performance of the stock looks solid.
Does anyone have $AIR.PAstock in their portfolio? Does Airbus look better to you than Boeing?
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Shares of $BA plunged 8% last week due to the tragic crash of a Boeing plane in India. But they are up more than 16% since the beginning of the year, so the company seems to be doing well overall. I won't be buying this stock, but it looks like Boeing is off to a good start.
Do you have $BAstock in your portfolio? Are you investing in the sector?
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The company is off to a good start and they are finally starting to do well. Plus, it's still the best company in its industry.
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🛩️ Boeing closes the largest contract in its history!
American aircraft manufacturer Boeing $BA is experiencing a major turnaround. After months of crisis, regulatory pressures and a loss of public confidence, the company announces the largest order in its history - 160 aircraftfor Qatar Airways, worth approximately $200 billion.
The deal is the result of a focused diplomatic...
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It can probably help the company and I'll definitely be watching, but I'm definitely not buying the stock.
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I don't know what's interesting about Boeing and would focus on other stocks. From this sector, I would pick maybe $UAL.
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📅 Weekly investment outlook!
This week brings a good amount of corporate earnings, as well as numbers from the US economy.
🐣Monday
Easter Monday - Markets in Europe are still closed
🚗 Tuesday
📡 Results before the markets open:
Verizon $VZ - The telecom giant is facing pressure from competition and developments in 5G.
3M $MMM - How is 3M settling legal disputes? Will the company build...
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Tesla's results will be the most important, but it is possible that the stock will fall and I would definitely overbought at that point.
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Shares of $BA rose 7% yesterday after upbeat comments from CFO Brian West, who said Boeing expects less cash outflow this quarter. I don't have $BA stock in my portfolio and won't be buying it. The company has several problems and I don't see much reason to invest in such a company.
What's your take on $BA? Do you invest in this sector?
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The stocks that react the most are probably $LMT, rising about 8%. I won’t really lose or make much on it today, but I’ll definitely keep watching.