$PYPL & $BA Earnings Updates

Earnings Season

Earnings season are important for our portfolios for a few reasons:

• We get updates on companies we’ve invested in which let’s me know if we are trimming/adding or exiting

• To provide us with potentially new ideas that make it into The PDF report based on what we deem to be key material changes that will cause a re-pricing on a Company in the next 3-months

• To look at potential short-term trade ideas for earnings after big moves

I am going to cover a few ideas that reported from the report this week and they just so happen to be two positions I own personally and in portfolios.

1. Boeing - I talked about this back last fall and then again in April when it went out to another site called Opening Bell Daily. The Company reported today and it was down on that news and it was expected given the price-action/chart.

2. PayPal - Another name we own in portfolios and from The PDF report. This was down 9% today and I’ve had enough messages on this that I am going to cover it a bit here in the post as well.

I am going to go over why I got short Boeing but still want to be long it near $200s into 2026 then get into PayPal and what I am after next to add into this Core position that I plan to hold. This is a good post to quickly get through to show readers how to track ideas on companies in the report as they go through earnings season and also why the price action/commentary field in the report is a big deal for me.

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