General Electric

GE-N

New CEO is well respected. Balance sheet issue. Wants better clarity a year from now as to what cash flow will be. She's watching it. Doesn't think it's going to zero.

There have been a lot of changes internally. They continue to divest assets, but at the end of the day there are still some key flushing that has to happen. Technically, you have not seen a bullish breakout yet. The fundamental thesis to get back in is not there yet either although they have had two consecutive earnings beats. There is more risk than return.

Has been having issues for more than a couple years. They are doing significant restructuring, and trying to get more into their core business. It should help their balance sheet. Would continue to hold if you have it.

You have to understand what you are investing in. It is now a speculate opportunity. They are bleeding cash and selling off profitable operations. They have a big debt load. There are accounting irregularities.

Sideways for most of this year. Slightly above 200-day MA. Value trap. Lot of cash burn. SEC investigation. Industrial cyclical. Owns Boeing instead.

(A Top Pick May 11/18, Down 28%) New managment has cut the dividend and restructured, but he sold when it got into SEC trouble. The company will stick around long-term, but it's too messy now. If you bought at the bottom, you've made money.

They finally had a quarter that beat expectations on earnings and revenues. It is hard to quantify when this make sense to own it again. Those who bought it on the way day will create a mountain of selling on the way back up. Fundamentally, the changes management needs to make will take a long time. He would stay away.

He has stayed way for a long time because it has been an enormous evolution since 2000. He does not know which of their businesses he wants to be involved in today.

He sold it much higher than where it is. It has been perennially a miss-managed situation. It has gone from a non-core to a speculative opportunity. You can't get drawn in by what they have done in the past. They are trying to survive by spinning out some of their best properties. They are not cash flow positive. He would caution anyone to think twice about investing in this.

He bought a position after he met the former CEO who talked about selling off assets. He sold at a loss. He's now wary of GE's ability to drive growth with a small collection of segments. He's avoiding GE. The dividend is good--and that's good to de-lever.

It'll be more bearish than one may expect. GE has so much to prove and they've been restructuring for years and years. It won't return to $7, but there is a lot to prove. Starting to see good fundamental underpinnings. He needs to see technical confirmation (i.e. earnings).

It should be trading higher in a year and is on here watch list. The new CEO still has to provide out their new business model. If you don't already own it, you should watch for direction.

It should be doing very well. The downward trend to last November goes back quiet a way. There will be resistance just below $11. It may be time to move on. He would be trying to get out of this.

Complex company. Their financial services sector nobody understand. Instead of looking at turnaround stories with all sort of complications it is better to focus on companies that are delivering free cash flows and increasing their dividends and trading at attractive valuations.

They've fallen on hard times due to mismanagement. They carry a lot of debt. So, if we enter a recession, GE will have a tough time paying that off.