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Strategies & Market Trends : Value Investing
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To: James Clarke who wrote (7289)5/23/1999 9:26:00 AM
From: Dan Meleney  Read Replies (1) of 78958
 
Where do you see Boeing now?

I bought BA at about 34, so I'm interested in why you thought it was time to get out at 33. I suspect it is from a difference in objectives. I bought it for my buy-and-hold-forever portfolio.

I worked a while at the Douglas Aircraft plant of McDonnell Douglas about 16 years ago. I think there are still huge savings to be made by reducing costs. The BA CFO impresses me in what she's been able to accomplish so far and how much room for improvement remains at BA.

Note, so you know my track record here, my only other airline pick, AirTran/ValueJet, was one of my worst ever.

Dan
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