To save you time, here is what I wrote:

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"The latest Value Line Report on the Dow 30 is for Boeing (BA), which, under the skilful leadership of James McNerney, is now dominating competitor Airbus, and rapidly resolving issues that surfaced under the prior two CEO's.

McNerney was a favorite of mine while he led 3M. I believe he has the potential to become the top CEO in America. And since I like the Value Line forecasts for growth in revenues, earnings, cash flow, and dividends through into 2009-2011, I am now going to replace MMM with BA in the Cara Global Best 100 Companies.

(BA) (BA) Financials (Here is the Jun. 23 Value Line report on BA: next one is due Sep. 22)

That's not to say I like the BA share price today.

The Cara 100 is a measure of the quality of the underlying corporation and its ongoing prospects based on fundamentals, quantitative measures and macro-economic environment. Right now 3Q06, BA is in fact in a Distribution Zone. But someday it will reach an Accumulation Zone, and I'll be purchasing the share price at that time."

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The BA stock at the time closed that Friday at $83.39. The day after my weekend report, BA hit its high close at $83.89, and then started to sell off until it hit a low close on July 14th of $77.25. Suddenly there was a lot of hype " McNerney was all over the media " I hope this is not shades of Stonecipher -- jumped at yesterday's close to $83.75. This morning the stock is $81.40 " on it's way south.

I hope you did not chase BA at the top.

Yes Boeing reported a big loss, but it was expected to write off the expenses related to the company's misdeeds under previous CEO's.

I like the company obviously, but this is a time to avoid (or sell) the stock. Let the company clear out the cobwebs this quarter. The order book is solid, and the pricing power is there due to problems with the Airbus competitor.

When the stock reaches my accumulation zone, I'll be there.

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Boeing Co [GICS 20, Dow 30, Cara 100]
(BA: Yahoo Finance file)
(BA: StockChart chart)
(BA: Investertech chart)
(BA: ADVFN Financial Data)(BA: ADVFN Financial Data)
(BA: Value Line Report Jun. 23: next one is due Sep. 22)

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