Squawk on the Street Cramer's Morning Take: Boeing & Costco 9/30/25
Sep 30, 2025
Cramer and Marks dive into two key stock picks, highlighting Boeing's recent FAA easing and cash flow concerns. They assess potential fundraising for a 737 Max successor. Meanwhile, they discuss Costco’s resilience, advocating for buying despite a 15% pullback and addressing membership metrics. Their insights offer a candid look at navigating today's market challenges.
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Boeing Cash Concerns May Be Overstated
- Boeing has returned to concerns about needing cash despite easing FAA restrictions and improved production prospects.
- Bank of America expects Boeing to plan a 737 Max successor but likely not launch a new program for several years.
Don’t Panic On Early Program Rumors
- Consider that headlines about Boeing planning a new 737 successor may be premature and not require immediate capital raises.
- Use analyst context like Bank of America's view to temper knee-jerk reactions to news.
Costco Pullback Looks Like A Buying Window
- Costco's valuation multiple has pulled back about 15% from its high while fundamentals remain strong.
- The stock’s decline creates a buying opportunity because Costco continues to post solid numbers and gain market share.