BofA analyst Andrew Obin said yesterday's announcement from Boeing (BA) increases the likelihood that its 737 MAX production pause extends through the first half of 2020, which presents a risk to General Electric (GE), Honeywell (HON), Parker-Hannifin (PH), Eaton (ETN), and Rexnord (RXN), which all have exposure to the MAX program. While he believes investors may look through 737 MAX issues in the first half, he also thinks investors may underestimate the impact on secondary and tertiary suppliers and broader U.S. industrial firms, Obin stated. He maintains a Neutral rating on GE shares and looks for more details to come about the MAX on the company's earnings call on January 29.

What has Wall Street been buzzing about this week? Here are the top 5 Bu-y calls and the top 5 Sell calls made by Wall Street’s best analysts during the week of April 15-19. Find all top-rated... To see the rest of the story go to thefly.com. See Story Here