Jim Cramer Says Bears Got ‘Pantsed’ & Discusses These 10 Stocks

2. The Boeing Company (NYSE:BA)

Number of Hedge Fund Holders In Q4 2024: 103

The Boeing Company (NYSE:BA) is one of two major aircraft manufacturers in the world. The firm is currently in the midst of a turnaround effort spearheaded by its CEO Kelly Ortberg. In his previous comments about The Boeing Company (NYSE:BA), Cramer has speculated that perhaps the firm’s future is brighter now that Ortberg is in charge. This time around, he and his co-hosts interviewed Ortberg. Here’s what Cramer said before and after the CEO’s interview:

“We’re going to speak to Kelly Ortberg, soon. From Boeing. He holds the key. I mean, let’s say, if he just says I’ve got plenty of orders for the Chinese planes, don’t worry about it, and then you get into this thing. . . .where there are countries that just say I gotta get this President off my back. I’ll take five 777s. . . I mean that’s how you get the trade balance.

“[AFTER INTERVIEW] It’s a very important company for America. Very important stock. I was concerned that there would not be a turn in cash flow. But they took in the ten. Ten billion, their cash flow’s getting better. We hear that they’re gonna be delivering a lot of planes. Uh, the fact that they have customers from China. can we take that off the table, although obviously there’ll be a little glitch in terms of the timing issue. But Boeing could be back so to speak. And if that is, it’s a beginning of a couple of companies that are back.

“[On whether no Chinese orders matter] He just said look if they cancel, fine, we got other guys that want them.”