Email of the day on industrials potential for outperformance.
Comment of the Day

September 28 2020

Commentary by Eoin Treacy

Email of the day on industrials potential for outperformance.

Thanks for another good Friday’s audio and comment. I too have been watching XXX. But did not buy yet. Your purchase will be an incentive for me. I am also watching Airbus. Considering their main rival Boeing is in bigger trouble, I thought it would be a good company to own for the post pandemic era. I would love to read any reasons for not investing in Airbus and your/collective’s view on Airbus. Thanks in advance. And THANK YOU for the excellent service.

Eoin Treacy's view

Airbus’s market cap is about half that of Boeing but their revenue figures are broadly in line. The primary reason for that divergence has been because Boeing was so aggressive in buying back its shares and has long been seen as the leader in the aerospace sector.

Click HERE to subscribe to Fuller Treacy Money Back to top