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MacArthur’s firm is cognizant of the fact that the stock market could experience a severe downturn due to some major structural shifts around the world.  We want to be ahead of the curve with respect to the global downturn, providing the investors with some participation in the market’s daily volatility.
For example, the firm also recommended Boeing during 2016.   It’s unlikely there is fraud at BA, and it’s even more unlikely that we would find it at a big company. Although BA has been facing some accounting issues with the SEC, it doesn’t appear to be a game changing threat to its business model.  Should BA lose market share to Airbus on a long-term basis, BA’s stock price could go into a long-term decline. BA stock price is closely correlated to the markets.