Q: If the two companies, which is the preferred hold for the long term?
5i Research Answer:
BA is of course 25X as big as AC; they each have their issues to deal with. BA is still losing money, and seems to have a new problem every week. AC is very very cheap and is buying back stock. AC is more cyclical, BA still has a large backlog. We would side with AC here, barely. BA is likely better longer term.