Boston Omaha (BOC) Stock

The "mini-Berkshire" missed the mark on its third-quarter earnings report, but the stock is cheap.

BOC Aviation's aircraft deliveries decreased year-on-year and sequentially in the third quarter of the current year, which was worse than what I expected. But BCVVF's long-term outlook is favorable, taking into account the increase in aircraft leasing penetration rate and share gains for the biggest aircraft lessors driven by industry consolidation. I maintain a Hold rating for BOC Aviation stock following my evaluation of the company's aircraft delivery numbers for the short term and the aircraft leasing market's prospects in the long run.

BOC Aviation, the fifth-largest aircraft lessor globally, offers significant growth potential due to rising air travel demand and multi-year lease stability. Despite risks like China's weaker demand, BOC Aviation's long lease terms, and aircraft shortage position it well to capitalize on market opportunities. Recent financials show a 75% profit surge, driven by impairment reversals, finance leases, and aircraft sales, highlighting strong operational performance.

Boston Omaha Corporation (BOC) is in the early stages of building a stable, infrastructure-like business model with recurring revenue streams across its core sectors: billboards, broadband, and insurance. The company's strategic focus on underserved, non-competitive niche areas has led to resilient growth and strong cash flow, especially in the billboard and broadband segments. With favorable economic conditions and capital discipline, BOC is well-positioned for continued revenue growth, particularly as interest rate cuts could fuel its billboard and broadband expansion.

BOC Hong Kong (BHKLY) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).

I haven't been thrilled with this unique holding company recently, but the latest developments are good news.

JACKSONVILLE, Fla.--(BUSINESS WIRE)--Fiber Fast Homes, rapidly growing fiber to the home Internet service provider, announced today the appointment of Randy Cosby of St. George, UT Internet provider InfoWest as new Chief Executive Officer. Fiber Fast Homes is one of four broadband subsidiaries of Boston Omaha Corporation (NYSE: BOC) which also includes InfoWest that Cosby co-founded 30 years ago. Cosby will bring his experience to further Fiber Fast Homes goal of becoming a leader in collaborat.

OMAHA, Neb.--(BUSINESS WIRE)--Boston Omaha Corporation (NYSE: BOC), today announced that J. Max Meisinger, Chief Financial Officer of Boston Omaha Broadband (“BOB”), has been named as President and Chief Executive Officer of BOB. BOB provides broadband services to over 44,000 subscribers in communities in Arizona and Utah as well as providing broadband services to large scale new home developments in Florida and other states. Steve McGhie, who joined Boston Omaha Broadband in 2020 when Boston O.

Here is how BOC Hong Kong Ltd. (BHKLY) and BrightSphere Investment Group (BSIG) have performed compared to their sector so far this year.