GE Aerospace (GE)

Significant transformation. On aerospace, he prefers RTX. On renewables, he's happy holding the operators instead. A better company than it was a couple of years ago.

Tough to turn around such a large ship. Rallied from very low levels. Take advantage of that, sell, and deploy funds elsewhere.

It reports Tuesday. Has major upside. The CEO has steered a beautiful break up. GE is now GE AEROSPACE.

Really likes the machinery companies. Remarkable turnaround, tailwind in general. Doesn't have a problem with it. Instead, he owns ETN and IR.

He missed it. It has now been cleaned up and is less complex. Hold it for the sum of its parts though all the spin-outs.

Fantastic-looking chart right now, one of the smoothest-looking. Rally here is very good. Volume looks good. No upside resistance, you just have to worry about the downside. When a stock loses momentum, apply the 50-day MA, and start reducing when it touches that. Right now, 50-day MA is $135. Reduce if it hits $138, get out if can't hold above $110. Yield is 0.20%.

They're separating their energy and aerospace businesses. If shares come down just $2-3, he would, but it never does because the CEO is amazing.

Recent run up in share price good, but depends on where investors bought shares. Has sold off/spun off business units which has been good for performance. Trading at ~40x earnings which is high, but runway for growth is strong. Would wait for weakness in share price before buying. 

Amazing turnaround. Well-respected CEO. Commercial aerospace engine business has attractive growth prospects long term.

Just reported a fine quarter with a terrific aerospace business. Orders are up double digits, with services up 15% and equipment up 22%.

Lots of changes the past few years. Not the same company as in the past. Like aerospace business, but not GE specifically. Better names in sector. 

Are spinning off their power business to become a pure play in aerospace. Q3: orders up 34% YOY, Revenue up 25% YOY and segment profits up 33% YOY

Company transforming itself (spinoffs etc.)
Very successful transformation.
Expected to be an aerospace business by the end of the year.
Current share price is expensive.