The Big 3: BA, DE, FDX
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The Schwab Network's 'Big 3' episode dives into three major industrial stocks—Boeing, Deere & Company, and FedEx—amid a market weighed down by slowing wage growth, geopolitical tensions, and early recession signals. Achilles Luria Jr., founder and CEO of Luria Wealth Management, argues that despite near-term headwinds, these names represent compelling long-term opportunities due to structural demand, resilience, and growth potential. He warns of looming wage stagflation but remains optimistic, emphasizing that the current market pullback creates buying opportunities. Rick Ducat provides technical analysis, highlighting key support levels, moving average crossovers, and volume profile nodes that suggest potential short-term upside for all three stocks. Boeing is seen as a prime candidate for a rapid rebound if Middle East tensions ease, Deere shows signs of stabilization after underperformance, and FedEx—though volatile—remains a high-growth logistics play with strong earnings momentum. The episode underscores a contrarian thesis: market pessimism may be overdone, and the most resilient industrial names are now attractively priced. Luria stresses that these companies are no longer just manufacturers but technology-infused infrastructure plays, with long-term tailwinds from global supply chain modernization and automation. The technical charts, while showing caution, reveal bullish divergence and critical support zones that could trigger sharp rallies.
Boeing could see 10-14% upside in weeks if Middle East tensions ease, with technical support at $190 and resistance at $232
Deere & Company has strong 18-month growth potential (10%) despite near-term consolidation, driven by tech-infused infrastructure trends
FedEx is a high-growth logistics play with 10-12% projected earnings growth over 18 months, not yet at peak season
All three stocks show bullish technical divergence despite recent declines, with RSI making higher lows while price makes lower lows
Key support levels are critical: Boeing at $190, Deere at $530, FedEx at $342—breaking below could trigger deeper corrections
…and 3 more takeaways available in PodZeus
Introducing the Big 3: Boeing, Deere, FedEx
Host Jenny welcomes Achilles Luria Jr. and Rick Ducat to discuss three major industrial stocks—Boeing, Deere & Company, and FedEx—amid a volatile market environment with signs of slowing growth and rising geopolitical risk.
Boeing: A Resilient Play Amid Market Downturn
“This is the perfect stock to trade into... you want to have it in your portfolio. You want it to grow and... there is big potential here you really have to be optimistic about this stock.”
Deere & Company: Underperformance with Hidden Upside
Luria explains Deere’s recent underperformance relative to peers like Caterpillar is temporary, with 10% growth potential over 18 months. Ducat notes technical stabilization near $550 and a key volume node between $560–580.
FedEx: The Comeback Story with Strong Earnings Momentum
“You want to own this company long term and you want to be part of this story because there's a lot of room for growth here and it should be in your portfolio.”
“You want to own this company long term and you want to be part of this story because there's a lot of room for growth here and it should be in your portfolio.”
“seeing a slower wage growth 3 .4%, which is the slowest it's been since the pandemic. So that's another thing we're starting to see creeping up inflation right now.”
“The gap was filled. We did seem to stabilize right around that level, and now it seems like we're getting another push to the upside.”
Host
Guest
Boeing
organization
Achilles Luria Jr.
person
FedEx
organization
Deere & Company
organization
Rick Ducat
person
Middle East
other
Luria Wealth Management
organization
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