FastSaying
I don't lose any sleep whether they miss by 2 or 6 or 8 cents. The concern is how this ends, do they come back as one team, or do they come back one at a time with an attitude. That could impact [on whether] you recover in the quarter.
Cai Von Rumohr
Cents
Concern
Lose
Miss
Sleep
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Does this mean that Boeing will lose business to Airbus? If the strike does not last more than three months, that would be unlikely.
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Funding for weapons has been moving up for four years. This creates momentum for bigger numbers in the future.
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I think under other circumstances it's possible this is something the board might have overlooked,
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This is an area where you could say the performance appears not to have been great. Someone in the Army or the company should have figured out what the requirements were.
— Cai Von Rumohr
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Commercial and defense companies are apt to deliver very solid results again in Q4. But upside momentum remains greater for commercial plays, while defense stocks are stable, defensive cash redeployment vehicles.
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Apt
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