General Electric

They got over leveraged and had a dramatic fall from grace. He does not follow it and it does not match his criteria. Look for companies that increase their earnings and are adding shareholder value.

A new CEO has helped to protect value. He owns this at $15.51 and should have sold this at $25 when Warren Buffet was selling. There are still problems and they are selling off segments. He thinks the CEO will improve things and could push the stock much higher.

The mistake people make is that they use past brands and labels. GE is not an investment grade company any longer. It is a speculative stock at this stage. There are thousands of companies that are better to look at.

They've stopped the bleeding and can now concentrate on their core businesses. You're now betting on the new CEO who has a good track record. GE will be volatile, but now is a good time to enter it or look at it. They may miss numbers for several quarters, so be prepared.

Just because you own it, doesn't mean you have to keep it. The wonderful thing about the market is that you don't have to finish the race on the same horse. Big risk is that you're looking at it as an investment grade company, whereas it's speculative grade right now.

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.