Boeing

Boeing
$BA (-0.46%) has resumed production of the 737 MAX after the seven-week strike.

Production had been suspended due to the strike, during which over 33.000 workers were involved.

Analysts estimate that Boeing will only produce 29 instead of the planned 56 airplanes per month.

This is crucial for Boeing's future in view of the numerous pre-orders and past safety problems. -Trade Journal

Airbus $AIR (-0.84%) One of the best European stocks

Airbus $AIR (-0.84%) is a leading company in the global aerospace industry and is undoubtedly one of the most attractive European stocks. Here are the main reasons why $AIR (-0.84%) is a strong investment option:

1. market leadership in aviation

$AIR (-0.84%) is one of the two largest aircraft manufacturers in the world and competes directly with Boeing $BA (-0.46%) . With a broad product portfolio ranging from the popular A320 medium-haul aircraft to the A350 long-haul jet, Airbus has a strong market position. The continuously growing order books show high demand and secure long-term revenues.

2. stable growth forecasts

Global demand for air travel is increasing, particularly in Asia and the emerging markets. $AIR (-0.84%) The aviation industry benefits directly from this growth, as airlines need to modernize and expand their fleets. Forecasts predict that the aircraft market will grow strongly over the next 20 years.

3. diversified business segment

In addition to civil aviation $AIR (-0.84%) is also active in the defense and space sector. Projects such as the Eurofighter, satellites and space missions offer additional sources of income and make the company less susceptible to economic fluctuations.

4. focus on sustainability

$AIR (-0.84%) is investing heavily in sustainable technologies such as low-emission aircraft and hydrogen engines. This could become an important competitive advantage in the future, as the aviation industry is under increasing pressure to reduce its CO₂ emissions.

5. solid financial position

Airbus $AIR (-0.84%) has a robust balance sheet and regularly generates positive cash flows. Following the pandemic, the company has recovered quickly and is operating profitably again. This enables both dividend payments and investments in innovative technologies.

Conclusion:

Airbus $AIR (-0.84%) combines technological innovation, global market leadership and growth potential. With its strong position in civil aviation as well as in the defense and aerospace sector, Airbus remains one of the most promising European stocks - especially for long-term investors.

$BA (-0.46%) I bought my first position yesterday. Production is continuing and the 737 MAX is also being built again. In my opinion, the bottom is in, everything negative is priced in. In fact, Boeing is a duopoly with Airbus and therefore the company has a moat. It is illusory for the airlines to cancel and switch to Airbus products, as Airbus' books are full and new capacities cannot be created in the near future anyway. I am therefore seizing the opportunity and speculating on a slow recovery of the share.

Hello everyone,

When I last presented my portfolio, the plan was actually to sell the remainder $BTC (-2.18%) completely tax-free in December. Some people said that I should just let it continue (I've already taken the stake out anyway). So I decided not to sell (and bitterly regretted selling more than half of it in September...)

In addition, a while ago @DonkeyInvestor once said that I should start a Bitcoin savings plan instead of continuing to build up my share losses. I actually quite liked the idea...

I then heard a lot of good things about @stefan_21 a lot of good things about Strike. So I registered there and started a weekly €25 savings plan today. So far I've been with Bison, but that didn't go down well with @Testo-Investor did not go down well at all 😂.

So far, I think the Strike app is actually quite good and quite clear. I haven't tested transferring to the wallet yet. But I'm sure I will soon.

Now I just have to think about whether I should put my Christmas money in $BA (-0.46%) butter or perhaps invest some of it in $BTC (-2.18%) 🤷🏻‍♂️

Boeing
$BA (-0.46%) has signed several contract increases with the 🇺🇸 US military totaling over 4 billion US dollars.

Boeing $BA (-0.46%) has Bill McNabbthe former CEO of Vanguard, as a new member of its Board of Directors. McNabb will join the Audit and Governance and Public Policy committees. This decision reflects Boeing's efforts to strengthen the company with experienced leadership in areas such as corporate governance and strategic management. McNabb brings extensive expertise in asset management and ESG initiatives that are of growing importance to Boeing.

Personal opinion:

The appointment is a small ray of hope in Boeing's current rather poor phase, as his expertise and experience could bring some benefits.

Source:

https://finance.yahoo.com/news/boeing-names-ex-vanguard-ceo-172601581.html?guccounter=1&guce_referrer=aHR0cHM6Ly93d3cuZ29vZ2xlLmNvbS8&guce_referrer_sig=AQAAAHWk2OfAstBqWLt1V-pw84Cw0TGkE6NqGEHeP7fsYV00E0c6rwYLtvKhudxB0S5hUjZjlRA3HwebR1OtnZ8KoFQdtA61s3d3nIgGMPlUH3ZhhPyZ9RQdnCqPD3LQAwZ_VKEJPts4KfqZ7IgL6sNePPncrPZq8b326engMTLFbBVK#

The news is based on what I personally consider to be reputable sources. However, I do not guarantee their accuracy.