The following video is part of our "Motley Fool Conversations" series, in which industrials editor/analyst Isaac Pino and research analyst Catherine Baab-Muguira address topics from around the investing world.
Today, Isaac and Cat discuss American aviation giant Boeing and competitor Airbus. As the Farnborough airshow takes place in Europe this week, the aviation sector overall has suffered a bit of a letdown after last year’s huge surge. But the industry has little to fear because demand remains fairly strong, and both companies will need to work just to catch up with a tremendous backlog. Isaac outlines some possibilities for consolidation in the aviation sector as this pair of manufacturers aims to ramp up production by 40% in the near future.
Streamlining the supply chain is something major conglomerates have been trying to pull off for years, and few have been as successful as General Electric. For GE, the recent financial crisis struck a blow, but management took advantage of the market's dip to make strategic bets in transportation and energy. If you're a GE investor, you need to understand how these bets could drive this company to become the world's infrastructure leader. At the same time, you need to be aware of the threats to GE's portfolio. To help, we're offering comprehensive coverage for investors in , in which our industrials analyst breaks down GE's multiple businesses. You'll find reasons to buy or sell GE, and you'll receive continuing updates as major events unfold during the year.