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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BUY
Half its earnings come from its financial side. Getting some support from the Fed. Continuing to make power stations and air engines which will continue to be bought. It will be a survivor. Will rebound as the economy rebounds in the next year or so.
COMMENT
Stock has sold off in the last few months because of their financial divisions exposure. Also had a very big industrial base. Also one of the better environmental companies. Have a high degree of revenue outside of the US so with the strong US$ margins will be affected.
COMMENT
Businesses are pretty economically sensitive. The uncertainty in their GE Financials has affected the stock price. Until the uncertainty is gone, he expects it to be more volatile. For a longer-term holder, it has some very solid businesses and should be a good name over a 5-year period.
BUY
Strategic goal is to maintain an AAA bond rating and is very critical to their overall business strategy. In non-financial areas, it is heavily engaged in global infrastructures and is doing quite well. Backlogs are quite good. Superb dividend of almost 6%. Has been unfairly associated with some lesser performing financial services companies. Should be a core in most portfolios.
BUY
Nice indication of a bottom during the last couple of days. Have a MACD Buy signal as of Friday. Industrial companies have a seasonality of September to April. Financial service sector has bottomed and is starting to go higher, which is another good reason to Buy.
SELL
Too much exposure to financial services and general economic conditions.
DON'T BUY
Reaffirmed their dividend for right now, 6.1% yield, multi-year lows. Thinks Dividend would be save, but better plays.
TOP PICK
GE CAPITAL CANADA FINANCE June 7, 2010. Close to 6%. Is a global company. Guaranteed back to the parent company. Triple A guarantee of GE global.
HOLD
Trading at less than 10x this years and less than 9x next year’s. You can buy the stock cheaper than buffet did.
RISKY
People worried about hidden problems. It is a great company, but the financial business is very hard to get your arms around. They are about 11 or 12x what he thinks they will make next year.
DON'T BUY
Doesn’t like it. GE grew by acquisition and this stopped with the Honeywell deal not going through. Has huge banking/financial services business. Going into a weaker economy is hurting their businesses.
BUY
Has just fallen off the cliff in the last couple of weeks because it is a largest industrial company in the US and over half of its earnings are financials. Balance sheet is still pretty strong. Extremely well run. Continues to think it will be okay. It will share in any market recovery. 5.5% dividend.
DON'T BUY
Their finance division is the big behemoth that is dragging down the stock price. Would like to see the power generating and healthcare sides spun off.
BUY
Good value with a 12X multiple. Phenomenal franchise and global. Being hurt because of their financial services operation. 4.4% yield, which is safe.
TOP PICK
When it breaks out, it will break out with vigour. Well-managed, good company. Will grow at 10% to 13%. Trading at 12X earnings and has a 4.5% dividend.
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