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Compiling comments that experts make about stocks while on public TV.

General Electric Stock Symbol: GE-N

Last Price Recorded: $24.7550 on 2017-09-21

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Date Signal Expert Opinion Price
2017-09-20 COMMENT Zachary Curry

An interesting company. Selling off the finance side out of the last recession has clearly focused them on healthcare, infrastructure technology and energy. He is not constructive on this company yet, in terms of a conglomerate being in all sectors. You are better off picking and choosing specific companies for those sectors.


Price:
$24.320
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on CANADIAN MARKET
Owned:
No
2017-09-19 DON'T BUY Gordon Reid

(Market Call Minute.) Changing CEOs, which is a good thing. He wouldn’t touch this yet. The first thing that happens when a new CEO comes on is that they throw everything out, plus the kitchen sink.


Price:
$24.200
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Unknown
2017-09-12 COMMENT Cameron Hurst

This has a 4% yield, and any time a normal equity gets up into that high yielding category, people want to ask questions, especially when the fundamentals are coming under pressure. They went through a portfolio rationalization and really turned the ship around. Sold off a bunch of businesses and focused in on some of the core parts. Where do they go from here? He doesn’t see any strong drivers to get this going. There are greener pastures than this one.


Price:
$23.910
Subject:
US EQUITIES
Bias:
BEARISH on CANADIAN MARKET
Owned:
No
2017-09-12 WAIT Christine Poole

The stock has underperformed the market in the sector it is in. A new CEO started in August. In the next quarter, they are having an upcoming Analysts Day, where he will be talking about his expectation for growth going forward. Analysts are expecting that growth expectations will be moderated, which is why she thinks the stock has been pulling back. Feels the dividend is still safe. Wait to see what the new CEO has to say.


Price:
$23.910
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2017-09-11 COMMENT Darren Sissons

In the last little while this has gone down quite a lot, and a lot of that has to do with currency. It was a darling after the global financial crisis, because it had sold off a lot of their financial assets. Now that that process is largely done, it is much more of a pure play cyclical industrial company, with global scope and obviously global “best of breed”. We are now in an environment where it has exposure to oil with the Baker Hughes acquisition. The market doesn’t care about GE services at this point. We are now at a point where this has a very low valuation. Its balance sheet is reasonable and the dividend is definitely safe. It will grow over time. 4% dividend yield.


Price:
$23.720
Subject:
GLOBAL
Bias:
UNKNOWN
Owned:
Yes
2017-09-07 COMMENT Lorne Steinberg

Warren Buffett recently sold his holdings. The company has some outstanding assets and is a huge player in many areas, including renewables. Every time he looks at this, he concludes that this is just not a cheap stock. Even at the $25 level, it is probably selling for around 17 or 18 times earnings. They increase their dividend payout every year, which he is not crazy about. This isn’t a value stock. It is a really good company, probably at an OK price, but there are a lot of struggles.


Price:
$24.020
Subject:
Global Value & High Yield Bonds
Bias:
UNKNOWN
Owned:
No
2017-09-05 TOP PICK David Dietze

The worst Dow performer this year, down 18%. However, you have world-class medical devices, world-class energy assets and world-class industrial assets, and if they don’t turn this around quickly, you are going to see this conglomeration broken up. The new CEO has just announced job cuts. Here’s a way to invest in a world class company. Dividend yield of 3.9%. (Analysts’ price target is $30.)


Price:
$24.760
Subject:
US EQUITIES
Bias:
OPTIMISTIC
Owned:
Yes
2017-08-24 PAST TOP PICK Rick Stuchberry

(Top Pick Apr 15/16, Down 18.44%)  New management is turning them around.  They are now getting a lot of revenue through their service side.  But it has been a big disappointment to him.


Price:
$24.300
Subject:
CANADIAN LARGE & iNTERNATIONAL ADR's
Bias:
DEFENSIVE
Owned:
Yes
2017-08-24 SELL Stan Wong

He took it out on a stop loss.  It has been disappointing.  It does pay a decent dividend.  Put stop losses in place and sell the business.


Price:
$24.300
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
BULL on GLOBAL GROWTH
Owned:
No
2017-08-22 BUY David Baskin

He likes it as a company.  It is a proxy for the US economy.  The company has never really recovered from 2008.  The forecast for airplane sales is huge.  Wind turbine projects are huge.  It may be a time to look at this company.


Price:
$24.600
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
No
2017-08-17 DON'T BUY Gordon Reid

This is at a crossroads. The CEO is on his way out. Revenues, over the last 15 years, grew a total of 7% per share, and cash flow and earnings were flat. The street is looking for close to $2 per share in 2018, and thinks that will be revised down significantly. The stock is starting to anticipate that and is falling from the high $20s into the mid $20s. He would rather buy this on the way up at $25-$27.


Price:
$24.750
Subject:
US EQUITIES
Bias:
OPTIMISTIC
Owned:
Unknown
2017-08-16 WAIT Christine Poole

The stock has really underperformed its industrial peers as well as the market overall. A new CEO is coming in. The previous CEO did a lot to decrease exposure to the financial services division. The issue going forward is that they have to find something to replace those earnings. She would wait for the new CEO to come on board, to see what his vision and plans are, and what areas he wants to expand in.


Price:
$25.100
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2017-08-15 WAIT Kash Pashootan

The last few years has been very busy. Did a great job in selling off the GE Capital assets in order to become a pure industrial play. With the big acquisitions they’ve made, he was cautious, because any time a company is doing a huge acquisition, there are a lot of integration risks and it takes time to digest it. Now, with a Baker Hughes acquisition floating around, he would be hesitant. Wait until the dust settles.


Price:
$25.140
Subject:
NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION
Bias:
UNKNOWN
Owned:
No
2017-08-14 DON'T BUY Larry Berman CFA, CMT, CTA

It is down this year where as the DOW is up, so there is something wrong with it.  Generally they track closely, but now they have diverged massively.  Sometimes GE-N leads the DOW so could be indicating a general market correction.  ZIN-T is an equal weight industrials in Canada and would be an alternative.  It’s rather like a GE-N.


Price:
$25.360
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Unknown
2017-08-11 TOP PICK Darren Sissons

After the global financial crisis, they went through a process of selling off their assets. When you start divesting assets, it generates a lot of cash flow, and that attracts a lot of interest. Investors flocked to the company and did very well. For the last little while, they had some problems with 2 of the industrial businesses. One was the power business and energy is not doing very well. However, the aviation business is fairly solid and the healthcare business has also done well. If we believe that we are going to get a recovery in the energy sector, and the increasing demand for electricity and power is going to continue, those businesses will right themselves. Dividend yield of 3.7%. (Analysts’ price target is $30.)


Price:
$25.200
Subject:
GLOBAL EQUITIES & TECHNOLOGY
Bias:
UNKNOWN
Owned:
Yes
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