Replies to post #4993 on Boeing Company (BA)

[aCryptoKing]

Agreed. NY Times lists a vaccine already (first I heard of it though) for "limited use"

Useful tracker shows lots of trials underway already:
https://www.nytimes.com/interactive/2020/science/coronavirus-vaccine-tracker.html?action=click&pgtype=Article&state=default&module=styln-coronavirus®ion=TOP_BANNER&context=storylines_menu

Travel is rising to about where covid testing was recently ~750k passengers. Still off from 2.5mill but also ~9x lows. And backlog orders have been reported as around 4,000 but are closed to 3,100. At 500/yr delivery that's still a 6yr backlog (with NO NEW orders, which we've already seen -- new orders I mean)

Boeing seems to be excelling at:
1. Freight (which has flourished with C-19) & BA owns ~90% of biz
2. Security, Defense & Military numbers growing ~18-23%
3. Drones, patents, etc.. with key acquisitions the past 5yrs or so, #1 in drone patents (with Samsung I believe) AND the NEW U.S. policy on the ALLOWANCE of drone sales abroad

Now if in January they get the launch right, that's what I'm buying for. The MAX will be flying & deliverable thereafter, the company can re-brand & move forward. I think it's an EXCELLENT buying opportunity for that timeframe. Again, assuming that launch goes well. With a bit of good fortune we could also have a vaccine by then & can start rebuilding...