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 recent action has China taken regarding the 737 Max?

What is the expected timeline for the 737 Max to be back in operation?

How does the speaker perceive the future of Boeing in relation to its competitors?

What does the speaker believe about the safety of the 737 Max once the software solution is implemented?

What financial impact is anticipated as a result of the incident involving the 737 Max?