Opinion on  The Boeing Company (BA)     Sector: Capital Goods  >  Industry: Aerospace & Defense
Traveling The World With Boeing

Just today it was reported that Boeing ( ba ) would have to delay delivery of it's Dreamliner series for at least 6 months. Incidentally, the stock fell by 3% almost immediately. This looks to me like a good entry point. The stock has pulled back from it's 52 week high of $107.83 and is currently traded at around $98.

The long term story with Boeing has not changed at all. Boeing doesn't just get orders from companies it gets orders from entire countries! It trades at a reasonable 21 PE and has a dividend of $.35 per share or dividend yield of 1.42% which should provide support for the stock.

As the developing countries progress they are going to need more airplanes and as the world becomes more aware of the problems that climate change is causing people are going to demand more fuel efficient planes. Boeing is already ahead of the game with it's Dreamliners which is much more efficient than the older planes that are on the market right now. Not only this, but Boeing is of course one of the largest defense contractors out there.

While this might not be the most exciting stock pick out there, it is certainly one of the safer picks that I would recommend . For more information you can always google Boeing and do some research yourself.

As another year comes to close, we can't just sit back and rest on our gains from the year that was 2007. Sure, Evergreen Solar (eslr), Ormat Technologies (ora), Yum Brands (yum) and the almighty Google (goog) were all great plays for this past year, but you have to ask yourself, what is next? What will be the best bull markets of 2008?

I believe 2008 will be the another year of the green! Alternative energy and any pollution reduction company will reign supreme as the governments around the world, (maybe even ours here in the states) begin to make these pressing issues a priority. It seems like you can't turn around these days and not hear something about climate change, pollution and expensive dirty energy. Stocks like Zoltec (zolt), which is one of the leaders in producing carbon fibers used in Wind Turbines, and Evergreen Solar (eslr) are going to continue their run in 2008 as more and more investors realize the explosive growth these industries can provide. With oil prices continuing to climb, manufacturing cost dropping due to government subsidies and a general increase in demand, the whole sector should do well. Solar, Geothermal, and wind power are the future, and now is your chance to make some green off of these clean renewable energy companies.

The next year will also be another year to watch China continue to expand at a insane pace. While I am not too fond of Chinese stocks, I think that Yum Brands is a way to get great Chinese exposure without investing in Communism. Kentucky Fried Chicken is opening up a store a day in China, and will only benefit even more with the buzz and increased traffic from the coming Olympics. There is a lot of opportunity in the Chinese market, but I just have something against a country that censors it's own news and internet. Enter at your own risk...

Two picks that have turned a bit soar since I recommended them, Boeing (ba) and Royal Bank Of Canada (ry), I still believe will do well in 2008. Sure, these are two of the less exciting stock picks out there , but that doesn't mean there not worth owning over the long term. Boeing has orders lined up for years to come with countries around the world, and Royal Bank Of Canada was brought down somewhat unfairly by the downfall in US banks. They both pay a dividend, BA at 1.78% and RY at 3.98% yields. Not only that, but both companies just raised their dividend in their last quarter, which shows the confidence the management has in their future income.

My last two are Vacso Data Securities (Vdsi) and Google , no real surprise there, I have been behind these two for literally years now, and I think they will continue to vastly outperform the market. Vasco is still looking cheap here after it's big fall, and Google will dominate in 08 with it's mobile business, the ever-growing monster that is Internet and those other 100 projects they are working on.

So, am I still worried about subprime, a weak dollar, a possible recession and falling home prices? Well of course, but these stocks are all long term investments, and can be bought over time and many different prices just like any other stock out there. Just remember, never buy all at once , and always do the proper research before you ever buy a stock. It also helps if you really are interested in what the company itself that you are putting your hard earned money into, this can make the research much less tedious.

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