Boeing Co. canceled a three-day party to celebrate the inaugural delivery of its first two 747-8 super jets after its Luxembourg-based launch customer, Cargolux Airlines International, rejected the planes citing "unresolved contractual issues.
Giving a go-ahead for the purchase of 10 Boeing C-17 Globemaster III heavy-lift aircrafts, the Cabinet Committee on Security in India has paved the way for the biggest ever defense purchase from the United States.
According to the future history from Star Trek, Zefram Cochrane didn't perform the first "warp" spaceflight until 2063. Sadly, I suspect that few of my readers (and, almost certainly, Yours Fooly) will be around when commercial space routes to Alpha Centauri first begin. The good news, though, is that Boeing'smaking good use of the 53 years it's been allotted to "make it so" ("it" being honest-to-goodness space travel).
Warning: Today's column is going to wax a bit wonkish. If you're not exactly a detail-oriented Fool, you might want to skip right past the next few paragraphs, proceed to the takeaway about Boeing, and move on to the rest of your day's reading material.
Margins matter. The more Rockwell Collins (NYSE: COL) keeps of each buck it earns in revenue, the more money it has to invest in growth, fund new strategic plans, or (gasp!) distribute to shareholders. Healthy margins often separate pretenders from the best stocks in the market. That's why I check on my holdings' margins at least once a quarter. I'm looking for the absolute numbers, comparisons with sector peers and competitors, and any trend that may tell me how strong Rockwell Collins' competitive position could be.
As the saying goes, "all good things must come to an end." We've seen it happen with the dot-com bubble and more recently with the housing bubble. One day in the future, the emerging market buzz will eventually come to an end, as well. However, could it happen to China, Brazil, and India sooner rather than later? More experts are starting to think so, and if they're correct, it could have profound effects on your international investments.