NYSE:GE

GE Aerospace (GE)

285.64
-7.90 (2.69%)
as of Oct 23, 2026, 8:00:00 pm Market Closed.
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COMMENT
Not only are they suffering from their existing businesses but are also being hurt by GE Capital, which is one of their biggest businesses and throws off the most cash. He owns the AAA bonds instead, which are a better buy.
DON'T BUY
Running very well except for their financial division, which has been dragging the company down. Until that gets fixed, GE will not get fixed. Have great properties. In due time it will be a great investment.
COMMENT
(Market Call Minute.) This would be what you think the market was going to do. If you own, have a Stop.
TOP PICK
5.37% October 2037 bonds gives a 7.5% yield. There are a number of institutions that are too systemically important to fail. US government is backing them.
WAIT
Lot of moving parts and different areas they are involved in. Some very cyclical and some more resistant to economic pressures. Their plastics business is almost a benchmark of what is going to happen and this has been really challenged. A name you will always want to have some exposure to. No need to start buying yet.
DON'T BUY
Stock price is driven by their financial subsidiary. At one point it was a wonderful combination but now it has reversed. Their good businesses are being overshadowed by the bad finance business. In danger of losing their AAA rating. Have close to $100 million of commercial paper and the market is very nervous about their debt.
HOLD
Good proxy for the US economy. Expects recovery will not happen until the 2nd half of this year. Will probably trade sideways with potential of negative headlines because of their financial arm and the impact on their dividend and their AAA rating.
DON'T BUY
Doesn't think management has run the business very well. Should have spun off the industrial and medical device business away from GE Capital. Will be difficult for them to get out from under GE Capital’s umbrella and this could affect their dividend.
WAIT
In distress because of GE Capital, not their operating businesses. Has never liked them because they grew by acquisition. Couldn't do the Honeywell deal so haven't grown as quickly. Thinks there will be further fallout from GE Capital and that is when you want to buy it.
DON'T BUY
Doesn't think this is a value buy right now. It will test its lows and break through them again. 2 big problems. Their financial services should be separated from the rest of the assets. CEO advised that the 09 dividend was safe but refuse to answer a question about 2010 dividend.
HOLD
A lot of great assets as well as some distressed assets. Great assets are somewhat recession prone but if economy improves they should do better. However GE capital side may have further problems. Risky stock at this point. Yield of 9.25%.
BUY
(Market Call Minute.) Will be affected by the recession in North America and has a large financial arm but thinks management is good and they have enough attractive operating parts to make this a successful investment longer-term.
HOLD
Made up of 2 parts. 1) Industrial conglomerate and 2) financial side. Financials are causing the stock to suffer. Industrial part is being hurt by the worldwide recession. To do well, it needs confidence to come back to the financial market and the recession to pass. Almost 9% yield.
COMMENT
Proxy for the global economy. Headwinds in the global economy are so strong that he sees it hard for the company to make a large recovery. Could see $17 in the next 6 months but not a great situation as global economy is contracting and they live off the leverage. Positive side is the federal funding they get. Probably oversold. 8% yield. (See Top Picks.)
DON'T BUY
(Market Call Minute.) Hasn’t got much going for it from a Fair Market Value point of view.
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