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What Boeing's Earnings Mean for Companies With China Exposure

Boeing (BA) - Get Report smashed Wall Street expectations Wednesday, Jan. 30.

Boeing is Real Money's stock of the day.

The company said earnings for the three months ending in December came in at $5.48 per share, a 79% increase from the same period last year and smashing the Street forecast by more than $1 per share. Group revenues were largely in-line at $28.34 billion.

Edward Jones investment Strategist, Kate Warne, weighed in on what Boeing's earnings mean for companies with exposure to China.

"...To the fact that Boeing actually came in better than expected even with some of the impact of trade tensions. I think it's actually really good news and now companies and investors are both looking forward and saying there should be less of a problem in the future," she said.

Long Lyft and Short Uber? Long Uber or Short Lyft?

Which one are you?

Duncan Davidson, General Partner at Bullpen Capital, told Real Money's Kevin Curran, "I'm long Lyft and short Uber."

"I am afraid that Uber goes out and it's not a high value and won't do that well in the IPO in terms of popping. Lyft on the other hand has got a much cleaner cap table and I think it's undervalued," he said. "Lyft to me is the more important offering."

Why President Trump Won't Be a 'Tariff Guy'

Dr. Randy Anderson, chief economist at Griffin Capital, talked to TheStreet about President Donald Trump's trade policy and why he doesn't believe that there will be a recession in 2019.

"He needs to be the guy to cut the deal, like he did with NAFTA," Dr. Anderson told TheStreet. "At the end of the day, [Trump] is an economic agent of change."

President Trump's renegotiation of the NAFTA trade agreement hasn't been ratified by Congress and the old treaty remains in effect.

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