Cai Rumohr
Cai Rumohr
appears area army company figured performance
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.
coming difficult money numbers precise
There's probably going to be more money coming to the industry, but it's difficult to put precise numbers on it right now.
cash guidance profits
Profits were good, cash was great, and the guidance was good.
again apt cash commercial companies defense defensive deliver greater momentum remains results solid stocks upside
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.
bigger creates four funding momentum moving numbers weapons
Funding for weapons has been moving up for four years. This creates momentum for bigger numbers in the future.
announce folks guess orders period
I would guess you're not going to see a lot of folks announce orders during this period for Boeing products.
career total until
It's like doing a total 180. It's like saying: 'Everything I've done in my career until now has been wrong.
business last lose mean strike three
Does this mean that Boeing will lose business to Airbus? If the strike does not last more than three months, that would be unlikely.
both certainly cost definitely earlier looks positions settled sides versus
Versus the positions as we went into the strike, Boeing certainly looks like they did give more, ... would cost both sides more, so getting it settled earlier is definitely better.
cash commercial difficult good harry issue maintain marketing momentum points terms
They're going to get good points for that. But I think the issue is that Harry had done enough good things in terms of commercial (aircraft) marketing and cash redeployment that it will be difficult to maintain that momentum in this transitional period.
cash given guidance head investors moment ongoing pleased profits sort
This is sort of an ongoing dialogue, but for the moment investors are pleased with these numbers, given where their head was. Profits were good, cash was great, and the guidance was good.
board might possible
I think under other circumstances it's possible this is something the board might have overlooked,
cash gives joint optimal plan problems reduce sell spinning venture
Spinning it off kind of just gives the problems to your shareholders, and a joint venture really doesn't do much for you. The optimal plan would be to sell it and use the cash to reduce debt.
execution orders
Execution is the story. It's not just what the orders are. It's what you can make out of them.