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

General Electric Stock Symbol: GE-N

Last Price Recorded: $27.5700 on 2017-06-23

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Date Signal Expert Opinion Price
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
2017-06-09 COMMENT David Dietze

CEO is a little out of favour. It is one of the worst performers in the Dow to date. Still has a very generous dividend yield and they have a number of various levers for growth, from healthcare to energy. Thinks investors are ultimately going to come back to this company. If all else fails, they can do more restructuring to unlock value.


Price:
$27.940
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Unknown
2017-06-05 DON'T BUY Matthew McCall

He shies away from it.  They spun off parts over the years.  But it is such a big conglomerate.   He only likes some parts.  It will not be an outperformer.


Price:
$27.980
Subject:
US EQUITIES
Bias:
BULLISH on GLOBAL STOCKS
Owned:
Unknown
2017-05-26 COMMENT Stan Wong

Has been disappointed with the sideways movement. However, it gives a pretty nice dividend of about 3.5%. It is under-tracking some of the other industrial names he owns. He is keeping a very close eye on this to see if it gets close to his exit point of a stop loss.


Price:
$27.450
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
UNKNOWN
Owned:
Yes
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
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