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

General Electric Stock Symbol: GE-N

Last Price Recorded: $27.8300 on 2017-05-24

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Date Signal Expert Opinion Price
2017-05-23 COMMENT David Burrows

He likes industrial companies, especially advanced manufacturing and robotics. The problem is, this company is one of the worst performing industrial companies in the sector. It has significantly underperformed the group. This is one for a bottom fisher, not for him.


Price:
$28.280
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2017-05-19 BUY John Petrides

If you don’t have much exposure to industrials, this is a good name to own. It reminds him a lot of Microsoft (MSFT-Q), which was stuck in the mud back around 2013. When Ballmer was replaced, the stock hasn’t looked back since. If the CEO was replaced, he could see the stock significantly higher. Good dividend yield.


Price:
$28.050
Subject:
US EQUITIES
Bias:
BULLISH
Owned:
Unknown
2017-05-17 COMMENT Cameron Hurst

If you are going to go into industrials, he would go more towards a Honeywell (HON-N). Over the last number of years, they have been rationalizing their portfolio’s businesses, so the chart is not really reflecting organic growth. They now have a much leaner, better portfolio of businesses.


Price:
$27.410
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Unknown
2017-05-04 SELL James Thorne

This is a company that has missed the boat.  The street is questioning the capabilities of the management.  Sell and look elsewhere.  This company moves so slowly that they buy companies at the wrong time.  There are better plays.


Price:
$29.200
Subject:
US DIVIDEND
Bias:
BEARISH on RESOURCES
Owned:
Unknown
2017-04-13 DON'T BUY Paul Harris, CFA

An industrial company that had a massive financial services business attached to it. That financial services had a very high return on equity, that kind of masked the cyclicality of the industrial businesses. Trading at 18X earnings with a 3.3% dividend yield, but it is a 90% industrial company, and is more cyclical than it ever was before. He would say this is fairly valued at these prices.


Price:
$29.560
Subject:
GLOBAL
Bias:
UNKNOWN
Owned:
Unknown
2017-04-06 HOLD Stan Wong

He likes this, but it has been disappointing in terms of its relative performance to the rest of the group. The industrial space is a prime sector that should do well in an environment where cyclicals are doing well, a pro growth environment, where there is reflation and economic growth. He continues to hold this because the dividend is quite nice at 3.2%. The dividend growth rate should be pretty decent going out a few years. Feels they are being caught in the transition back to an industrial company and is being overlooked by investors. However, valuations are not extremely cheap for a company like this, 18X earnings and growing at about 10% or so.


Price:
$29.930
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Yes
2017-03-23 PAST TOP PICK Norman Levine

(Top Pick Mar 22/16, Down 2%) It has been a disappointment.  He liked it because it was being transformed.  They got out of financial services just as financial services were taking off.  What hurt them in the last year was their commitment to energy services.  He is still there though.  He owns it as a cyclical industrial company.


Price:
$29.620
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-03-16 COMMENT Gordon Reid

He does not admire this company’s management, even though the CEO gets almost universal praise for being a great CEO. The numbers don’t support it. The CEO started with the company in 2001, about 15 years ago, and looking at sales revenues per share, they are up only 5%-6% in total. Earnings and cash flow are flat. They’ve had one misstep after another.


Price:
$29.750
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
No
2017-03-08 COMMENT William Chin

The chart shows this has done nothing, and it is not going anywhere. Trading in a well-defined range of about $28 and $33, so you can pick your spot. $29 is probably not a bad place to buy, but he wouldn’t pay more than that.


Price:
$29.800
Subject:
TECHNICAL ANALYSIS & MACRO STRATEGY
Bias:
UNKNOWN
Owned:
Unknown
2017-03-08 COMMENT Paul Harris, CFA

This is a stock he has stayed away from. Prior to 2007, when they owned GE Capital, everybody paid a higher multiple for it because of the earnings and the high return on equity, but a lot of that came from GE Capital. Now they’ve gotten rid of GE Capital, so why would you pay a much higher multiple for a company that has a lot more cyclicality than people think. It is fairly valued at these levels, so it is not going to go up dramatically.


Price:
$29.800
Subject:
GLOBAL
Bias:
UNKNOWN
Owned:
No
2017-03-01 DON'T BUY John Burke

He doesn’t own this because he finds there are other companies that are less cyclical. He doesn’t like cyclical companies, and the market doesn’t either generally. This has become more cyclical with the recent changes they have made. There are better stocks out there.


Price:
$30.190
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
No
2017-02-14 PAST TOP PICK David Burrows

(A Top Pick Feb 18/16. Up 6.26%.) Industrials have been a theme for him over the course of the year. About 20% of his portfolios are industrials, which is probably the most under-owned sector of the market, but the one with the most upside as we go out over the next 5 years.


Price:
$30.280
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
No
2017-02-13 COMMENT John Zechner

The glory days of those old growth parameters under Welsh are over. It was a different story back then. Too big a ship to move in the same way. The restructuring in the past couple of years makes sense. In the short term, there are going to be some headwinds as global capital spending slows. The strength of the US$ is a bit of a headwind.


Price:
$30.040
Subject:
NORTH AMERICAN - LARGE
Bias:
CAUTIOUS
Owned:
Unknown
2017-02-10 COMMENT Norman Levine

Had owned this through both good and bad times. It is becoming more focused as a health care industrial and energy services. He still likes the long-term, but it has been disappointing. Doesn’t look like it is going anywhere in a hurry.


Price:
$29.720
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2017-02-09 SELL Jim McGovern

He is positive on the industrial space, but there are a lot better names you can own. Recommends you move from this and into the SPDR Industrial ETF (XLI-N) or something similar. This is a work in progress, but it is like moving a battleship.


Price:
$29.590
Subject:
GLOBAL EQUITIES & MACRO STRATEGIES
Bias:
UNKNOWN
Owned:
No
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