Subject: Re: brk, supply and demand,
"How's that been working out for you, BA (Boeing)? Hope you haven't been considering enrolling
in yet another "crash course" in Company Mismanagement."

What do you mean?

I have never, never, ever advocated investing in Boeing (so it has worked out well for me so far).

I think Boeing is in an excellent place competitively (one of only a very small handful of defense contractors of airplanes), but I think they have messed up their great position badly. The fact that they cannot make money on large open ended government contracts says a lot.

I thought Boeing was a terrible, risky investment many years ago. Their hiring of the moron from GE only reinforced my view of their stock.

I literally would not invest in Boeing if it was the only stock available in the market. I am to the point where not only would I never invest in the company, I am seriously considering never getting on one of their planes. I am not there yet, but I am not far.