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

General Electric Stock Symbol: GE-N

Last Price Recorded: $24.7500 on 2017-08-17

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Date Signal Expert Opinion Price
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
2017-07-25 TOP PICK Norman Levine

This is the premier out–of–favour stock.  It is being hurt by oil and gas exposure and they have a big power generation business.  He does not see them both suffering forever.  There is a change in management in November.  It is a good time to be acquiring it.  (Analysts’ target: $31.00).


Price:
$25.440
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-07-25 COMMENT John O'Connell, CFA

Probably interesting, but it does have a “cash flow versus liability problem” for the time being, based on its dividend. It sold off a lot of assets so it pared its balance sheet to pay down debt. It is struggling through the problem of selling one thing, and making sure what they have allows them to grow. It has a good dividend, but presently is not earning enough to pay that. You have to question why they are paying a dividend.


Price:
$25.440
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2017-07-11 PAST TOP PICK Brian Acker, CA

(A Top Pick April 14/16. Down 12.55%.) Had been a critic of old management for quite some time, and they are finally gone. The company really needs a big shakeup. He is looking forward to the new CEO. This is a good price with a good yield.


Price:
$26.380
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-07-07 DON'T BUY Cameron Hurst

He likes industrials, he just doesn’t like conglomerates, which are more defensive, protective type of names, which don’t have the beta. There are a number of different names he would prefer over this, such as Ingersoll-Rand, Raytheon, etc.


Price:
$26.150
Subject:
US EQUITIES
Bias:
OPTIMISTIC
Owned:
Unknown
2017-07-07 COMMENT Darren Sissons

This has rolled over on the back of US valuations being quite stretched. It is actually a play on the global economy. Has a lot of industrial operations in different countries. The question will be how the global economy continues to stack up. If you have a positive outlook, this is a company that you can add to. The dividend is safe and will grow.


Price:
$26.150
Subject:
GLOBAL EQUITIES & TECHNOLOGY
Bias:
UNKNOWN
Owned:
Yes
2017-07-04 COMMENT Kash Pashootan

They took a huge risk buying the French engineering company a few years ago. So far, so good. What they are doing now with Baker Hughes is a huge risk. This is part of their transition away financial services. There is a lot of uncertainty around these big moves that they are making. He is bearish on energy and commodities.


Price:
$27.450
Subject:
NORTH AMERICAN DIVIDEND & PORTFOLIO CONSTRUCTION
Bias:
UNKNOWN
Owned:
No
2017-06-29 HOLD Stan Wong

This has been disappointing and hasn’t really tracked as well as some of the other names he owns, such as United Technologies in the industrial space, or even some of the defence contractors. At this stage, he probably would not want to sell as a lot of the business is related to the oil market. Feels the oil markets are starting to bottom a little. Wait for oil prices to move a little and for the stock to move up a few dollars and then consider what you want to do. Dividend yield of 3.55%.


Price:
$27.020
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Yes
2017-06-21 COMMENT Gordon Reid

Often what happens when a new regime comes in, they tend to throw the kitchen sink in with the next earnings report, and get rid of anything that is bad. He suspects that will happen. Their estimates of cash flow and earnings were high, and were not going to be able to achieve them. Longer-term, this is constructive.


Price:
$27.780
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Unknown
2017-06-19 COMMENT David Fingold

This has a very significant pension deficit and a significant amount of debt. They’ve been converting less and less of their earnings over into free cash flow. There is a very open debate as to whether or not they can fund the dividend.


Price:
$28.800
Subject:
NORTH AMERICAN/GLOBAL
Bias:
UNKNOWN
Owned:
Unknown
2017-06-13 COMMENT Cameron Hurst

He likes what they have done in their portfolio. They used to be “all things” global including healthcare, energy, etc. Feels that at this time a lot of that benefit has already been derived. Not sure you should step into this at this time.


Price:
$28.450
Subject:
US EQUITIES
Bias:
BULLISH
Owned:
Unknown
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