Video: Boeing Bucks the Multinational Trend and Overcomes the Strong Dollar

I joined CNBC’s Adam Bakhtiar last night to chat about Boeing’s (BA) earnings:

In Boeing’s report, what wasn’t said was actually more significant than what was said. The recurring theme this earnings season has been companies meeting earnings estimates but missing on revenues due to dollar strength. We’ve been hearing that excuse for the last year and notably from Coca-Cola (KO) this week. But Boeing managed to deliver an outstanding quarter despite getting 60% of its revenues overseas.

Charles Lewis Sizemore, CFA, is chief investment officer of the investment firm Sizemore Capital Management and the author of the Sizemore Insights blog. As of this writing, he had no position in any security mentioned.