NEW YORK ( TheStreet) -- TheStreet's Brittany Umar and Stephanie Link, co-manager of the Action Alerts PLUS portfolio, discussed what to make of some big companies' earnings reports.Boeing (BA - Get Report) beat on the top and bottom lines while raising its free-cash flow guidance. Link said the company was at the forefront of a "super-cycle" in the aerospace industry and had an incredibly strong management team.
[video] Quick Take: Boeing Hits, Caterpillar Misses
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