11 ordspråk av David Strauss

David Strauss

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While Boeing?s guidance has implied that it would not make up in 2006 for deliveries lost in (the third quarter) strike, we believe it is possible that (first-quarter) deliveries are skewed higher by some catch-up from the strike.

Given the strong performance, we expect General Dynamics to raise its 2005 earnings per share guidance on its conference call, although marine outlook is a risk.

It's been pretty painful over the years, but they've given us a great season. It would be enough just to get them there (World Series).

Lead to a lot of money. Moving support.

This race, between Conrad and Hoeven, would have been Armageddon. I think that we've averted a race here that would have involved the expenditure of millions of dollars, and the people of North Dakota will be better off not having to be subjected to it.

Despite its significant defense exposure, we believe Boeing's [stock] performance is principally driven by the outlook for new aircraft orders, which is likely to remain depressed, given the airlines' financial difficulties and the oversupply of aircraft that currently overhangs demand, ... We believe Boeing's recent run leaves the stock exposed to downside risk in the near term, with limited upside potential.

At this point there's nothing Ken Starr can do to force him to answer a question. Now if he refuses to answer a question Mr. Starr could bring the subpoena against him again, subpoena him and then force him to answer the questions, but that would take another course of legal proceedings,

At this point there's nothing Ken Starr can do to force him to answer a question. Now if he refuses to answer a question Mr. Starr could bring the subpoena against him again, subpoena him and then force him to answer the questions, but that would take another course of legal proceedings.

Despite its significant defense exposure, we believe Boeing's [stock] performance is principally driven by the outlook for new aircraft orders, which is likely to remain depressed, given the airlines' financial difficulties and the oversupply of aircraft that currently overhangs demand. We believe Boeing's recent run leaves the stock exposed to downside risk in the near term, with limited upside potential.

Most anticipated will be BA's initial 2007 [earnings] guidance, including its forecast for [Boeing's commercial] deliveries.

It's certainly not something we would dismiss automatically.

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