Boeing Shares Are a Buy for Baird as Risks Are Already Priced In

The video discusses the series of negative headlines affecting Boeing, particularly the removal of airworthiness for the 737 Max by China. Despite the $41 billion market value loss, there is optimism about a software solution that could soon unground the aircraft. The discussion also covers the political and competitive landscape, highlighting China's emerging aircraft manufacturer. The dualopoly of Boeing and Airbus is expected to remain intact, with the 737 Max potentially becoming the safest aircraft post-solution. The video concludes with considerations of the financial impact and market pricing.

What is the main reason for the recent negative headlines about Boeing?

• A major financial scandal

• A decline in global air travel

• China's removal of airworthiness for the 737 Max

• A new competitor in the market

What is the expected outcome of the software solution for the 737 Max?

• It will have no impact on the current situation

• It will lead to the aircraft being permanently grounded

• It will result in a new model being developed

• It will resolve the grounding issue and restore airworthiness

How might China's aircraft manufacturing capabilities affect Boeing?

• It will immediately replace Boeing in the market

• It will have no impact on Boeing

• It will create a new competitive challenge in the coming years

• It will lead to a partnership between Boeing and China

What is the current status of the aviation market according to the transcript?

• A new monopoly is forming

• The duopoly of Boeing and Airbus remains intact

• Airbus is dominating the market

• Boeing is losing its market share rapidly

What is the anticipated reputation of the 737 Max after the solution is implemented?

• It will be less popular than before

• It will be discontinued

• It will be one of the safest aircraft

• It will be considered unsafe