Tim Seymour's Investment Strategy: Long Boeing and Visa

Visa: Consumer Health and Growth Prospects

• 💡 Visa is presented as an interesting stock to own in the current macro environment, with its stock up 10% this year.
• 🎯 The company's results could shed light on the health of the consumer, which has shown resilience based on recent issuer data.
• 📈 Visa is considered cheap relative to itself and Mastercard, with expectations for US volumes to be 100 basis points better and a good guide for high single digits to low double digits on an FX-neutral basis.
• 🚀 The company's investments in the crypto ecosystem and stablecoins may also start to gain attention.

Boeing: Medium to Long-Term Investment Case

• ✈️ Tim Seymour is long Boeing, highlighting it as a key component of his investment strategy.
• 💰 The most important factor for medium to long-term investors is Boeing's free cash flow generation, projected to exceed $10 billion by 2027.
• ⚠️ While a multi-billion dollar charge is expected for the 777, it is not anticipated to significantly impact 2025 numbers.
• ✅ Seymour believes Boeing is back, is cooperating with regulators, and a recent tour of Asia could lead to a backlog exceeding $500 billion.