GE HealthCare Technologies Inc (GEHC)

They split the company into 3 to get out of a troubled period. GE Verona has done very well, for instance, which is tied to data centre building. GE Healthcare has done well, but faces some headwinds. AI could make their equipment more efficient, so that's an opportunity. Would I keep all three companies? Each has its virtues, but Verona is very expensive so he'd pass. Would keep the other two. He likes the aerospace business and Healthcare is well-priced.

This one's going to be more cyclical than the other two GE spinoffs, and those are the two that investors were most excited about.

Large capital equipment. Very much depends on whether hospitals are profitable or not. He's the least optimistic on this one, as it has the most difficult path ahead.

They could benefit from AI; a lot of healthcare tech benefits from AI. Is a great success story.

He doesn't know it that well and already has exposure to the medical devices sector. He holds Medtronic, Boston Scientific, Intuitive Surgical which are all performing well. He feels that GEHC has relatively low growth.

Lots of competition. Controlled by government spending and healthcare. Not as excited about this as about GEV, but the PE is a lot lower so you could get some upside there. He'd rather hold GEV.

Trades at 21x PE. It's hated by analysts, but he likes it. Wait for another downgrade before entering.

Are his favourite healthcare-AI play.

They've been hurt by China, but had a decent quarter. He bought the weakest of the three GE companies. He will ultimately make money on this.

GE did a great job managing their Aerospace division, including its debt, then spinning it off. He owns no GE division, but like the healthcare division the most. Is a little concerned with their debt, but trades at 18x with solid cash flow and has solid prospects.

He likes all three GE companies, but this is his favourite, because he likes their strategy of using AI in their MRIs.

One of the GE spinoffs. Larry Culp did a fantastic job turning GE around. Priced aggressively. Attractive at 10-15% below where it is now.

He owns a big position. Likes this a lot and it's doing many great things. It's so cheap. Is sticking with this long-term. Likes their business which is MRIs.