Stock price when the opinion was issued
Tremendous run over the last couple of years, so you need to be careful. You don't necessarily need to sell, but you need to be prudent by rebalancing and getting back to a level of risk you're comfortable with. Stick with the winners, and this one is. Still positive on it, but make sure you're not over-exposed.
Now a pure-play aircraft engine market leader. Sees it still dominating the jet engine market. Value score of 3/10. Analysts still see ~15% upside. Technically, looks to be trying to break out above $170; if it goes higher, could see a bit of a breakout.
Looks to be hitting a ceiling. Great run, aerospace is an exceptional business. Hold in short term and take some profits soon.
It bounced a little today with its plan to spin off health care and oil. His model price for GE is $12.81 and the stock closed yesterday at $12.75. He expects the S&P to issue a negative review on GE’s debt as GE’s balance sheet changes. He would not buy here. He wants the balance sheet to shrink much more before considering it.