General Electric | StockChase
880
General Electric (GE-N)

Last Price Recorded: $17.6400 on 2017-12-14

ON STOCKCHASE SINCE Oct 2000

electrical/electronic
880
General Electric (GE-N)

Last Price Recorded: $17.6400 on 2017-12-14

ON STOCKCHASE SINCE Oct 2000

electrical/electronic

General Electric


Signal Opinion Expert
COMMENT
General Electric(GE-N) 

December 12, 2017

Hold or Sell? This has probably bottomed now, given that the new CEO has come in. He cut the dividend quite dramatically, and intends to sell more assets. Their core power business is not doing very well and will take a number of years to rectify. If you are a very long-term investor, and have ridden out the pain, it likely has bottomed and things can only get better going forward. Prefers United Technologies (UTX-N).

electrical/electronic

Hold or Sell? This has probably bottomed now, given that the new CEO has come in. He cut the dividend quite dramatically, and intends to sell more assets. Their core power business is not doing very well and will take a number of years to rectify. If you are a very long-term investor, and have ridden out the pain, it likely has bottomed and things can only get better going forward. Prefers United Technologies (UTX-N).

electrical/electronic
Christine Poole

CEO & Managing Director, GlobeInvest Capital ...

PricePrice
$17.910
Owned Owned
No

COMMENT
General Electric(GE-N) 

December 11, 2017

Probably has a $1 to $1.50 of earnings power. At the current price you are paying 14 or 15 times. From a Value standpoint it’s fine. Airplane engines and power plants are not going away. He wouldn’t object to owning this at the current price, but would Sell it if it got over $22-$23 in the short term.

electrical/electronic

Probably has a $1 to $1.50 of earnings power. At the current price you are paying 14 or 15 times. From a Value standpoint it’s fine. Airplane engines and power plants are not going away. He wouldn’t object to owning this at the current price, but would Sell it if it got over $22-$23 in the short term.

electrical/electronic
Bruce Murray

CEO & Chief Investment Officer, The Murray Wealth Gr...

PricePrice
$17.650
Owned Owned
Unknown

DON'T BUY
General Electric(GE-N) 

December 8, 2017

Recently sold his position. They have exposure to some very good parts of the industrial sector, such as aerospace, power generation, renewable power, healthcare, etc. In spite of this, the company is not doing well. Cost control has not been great. The amount of debt on their balance sheet is significant.

electrical/electronic

Recently sold his position. They have exposure to some very good parts of the industrial sector, such as aerospace, power generation, renewable power, healthcare, etc. In spite of this, the company is not doing well. Cost control has not been great. The amount of debt on their balance sheet is significant.

electrical/electronic
Veeral Khatri

Partner and Portfolio Manager, JC Clark...

PricePrice
$17.710
Owned Owned
No

DON'T BUY
General Electric(GE-N) 

November 29, 2017

A little concerned about the progress management is going to be able to make as they prune the portfolio trying to right size it. After years of growing by acquisition, focusing on energy and relying on GE Financial, he worries at a stock trading at this price and supposed to generate $1 in earnings. They’ve cut the dividend. There’s a lot of work to be done. It looks like the end markets are struggling. It’s probably going to take several quarters before the turnaround starts to work out. You really want to see organic growth before you get excited. There are better risks/rewards in other industrials.

electrical/electronic

A little concerned about the progress management is going to be able to make as they prune the portfolio trying to right size it. After years of growing by acquisition, focusing on energy and relying on GE Financial, he worries at a stock trading at this price and supposed to generate $1 in earnings. They’ve cut the dividend. There’s a lot of work to be done. It looks like the end markets are struggling. It’s probably going to take several quarters before the turnaround starts to work out. You really want to see organic growth before you get excited. There are better risks/rewards in other industrials.

electrical/electronic
Andy Nasr

VP & Investment Strategist, Sentry Investments...

PricePrice
$18.480
Owned Owned
No

COMMENT
General Electric(GE-N) 

November 27, 2017

It is shocking how terrible this company has been for shareholders. The balance sheet has always confounded him and the growth wasn’t there. They have some amazing businesses and should be making a ton of money on their aerospace division. Expects that over the next several years there will be a break up of this company with a spin out of different companies. It is extremely hard to analyse.

electrical/electronic

It is shocking how terrible this company has been for shareholders. The balance sheet has always confounded him and the growth wasn’t there. They have some amazing businesses and should be making a ton of money on their aerospace division. Expects that over the next several years there will be a break up of this company with a spin out of different companies. It is extremely hard to analyse.

electrical/electronic
Barry Schwartz

CIO & Portfolio Manager, Baskin Wealth Manage...

PricePrice
$18.120
Owned Owned
No

COMMENT
General Electric(GE-N) 

November 24, 2017

Has a new CEO, and all of a sudden people are selling like crazy. The new CEO bought about $1 million worth of shares, which is a good sign. They are looking to sell off a lot of assets. Has a big debt load, so it would be good to pay it down. There are going to be huge changes over the next few years. A great company with some great components, but there are going to be some major write-downs coming, and that always discourages investors. The dividend just got slashed in half.

electrical/electronic

Has a new CEO, and all of a sudden people are selling like crazy. The new CEO bought about $1 million worth of shares, which is a good sign. They are looking to sell off a lot of assets. Has a big debt load, so it would be good to pay it down. There are going to be huge changes over the next few years. A great company with some great components, but there are going to be some major write-downs coming, and that always discourages investors. The dividend just got slashed in half.

electrical/electronic
Benj Gallander

President, Contra the Heard Inv...

PricePrice
$18.190
Owned Owned
Yes

WAIT
General Electric(GE-N) 

November 23, 2017

Has been looking at this for signs of when it will be cheap enough and when there will be capitulation, where everyone throws their hands up. You buy this when there is blood in the streets. Chart shows it is still dropping. You want to see some kind of a spike in volume. Volume has been going up, but expects there will be more capitulation/selling coming in. With about $1 a share of earnings, it is still not cheap enough.

electrical/electronic

Has been looking at this for signs of when it will be cheap enough and when there will be capitulation, where everyone throws their hands up. You buy this when there is blood in the streets. Chart shows it is still dropping. You want to see some kind of a spike in volume. Volume has been going up, but expects there will be more capitulation/selling coming in. With about $1 a share of earnings, it is still not cheap enough.

electrical/electronic
William Chin

Portfolio manager, Caldwell Investment ...

PricePrice
$18.150
Owned Owned
No

BUY
General Electric(GE-N) 

November 22, 2017

Recently sold this from his taxable accounts for tax loss, with the intention of buying it back after 30 days. A new CEO has come in and the market was disappointed, but he doesn’t know what they were expecting. You want a CEO to “under promise” and “over deliver”. Investors are looking for a CEO who will “overpromise” and “hopes he delivers”, which is not realistic. He isn’t upset that the CEO is under promising to start with. Thinks it is going to take 2 to 3 years for the new CEO to prove himself. His new clients are buying this.

electrical/electronic

Recently sold this from his taxable accounts for tax loss, with the intention of buying it back after 30 days. A new CEO has come in and the market was disappointed, but he doesn’t know what they were expecting. You want a CEO to “under promise” and “over deliver”. Investors are looking for a CEO who will “overpromise” and “hopes he delivers”, which is not realistic. He isn’t upset that the CEO is under promising to start with. Thinks it is going to take 2 to 3 years for the new CEO to prove himself. His new clients are buying this.

electrical/electronic
Norman Levine

Managing Director, Portfolio Management...

PricePrice
$18.150
Owned Owned
Yes

SELL
General Electric(GE-N) 

November 21, 2017

Wouldn’t bother with this. He doesn’t understand a lot of their decision-making right now. Just had their analysts’ day and have been pushing really hard to say they have to sell rail right now, when they are making it very clear to everybody that it’s the bottom of the cycle. If they have to sell those assets and are admitting it’s the bottom of the cycle, that says something about their balance sheet. If you own, he would get out.

electrical/electronic

Wouldn’t bother with this. He doesn’t understand a lot of their decision-making right now. Just had their analysts’ day and have been pushing really hard to say they have to sell rail right now, when they are making it very clear to everybody that it’s the bottom of the cycle. If they have to sell those assets and are admitting it’s the bottom of the cycle, that says something about their balance sheet. If you own, he would get out.

electrical/electronic
David Fingold

VP and Portfolio Manager, Dynamic Funds...

PricePrice
$17.830
Owned Owned
No

DON'T BUY
General Electric(GE-N) 

November 10, 2017

This is a mess, and not one that any individual is going to solve in a quarter or 2. Monday is a very important day, because they are doing an investor presentation. Earnings are likely not going to be much north of $1 a share. Their cash flow is in terrible shape. If they cut the dividend, which he expects, and lay the groundwork for a long-term recovery, the stock might have some legs into the low $20s. He wouldn’t want to be involved in its early days.

electrical/electronic

This is a mess, and not one that any individual is going to solve in a quarter or 2. Monday is a very important day, because they are doing an investor presentation. Earnings are likely not going to be much north of $1 a share. Their cash flow is in terrible shape. If they cut the dividend, which he expects, and lay the groundwork for a long-term recovery, the stock might have some legs into the low $20s. He wouldn’t want to be involved in its early days.

electrical/electronic
Gordon Reid

President, GoodReid Investment ...

PricePrice
$20.490
Owned Owned
Unknown

COMMENT
General Electric(GE-N) 

November 8, 2017

Has been a disappointing stock. It is pretty phenomenal what’s been happening with the company. The cash flow is going to be about half of what they originally guided. Then you start wondering if the dividend is safe. The plan for the new CEO is to start selling some assets and get the balance sheet debt down. It’s always tough with these types of turnarounds to see how successful he is going to be.

electrical/electronic

Has been a disappointing stock. It is pretty phenomenal what’s been happening with the company. The cash flow is going to be about half of what they originally guided. Then you start wondering if the dividend is safe. The plan for the new CEO is to start selling some assets and get the balance sheet debt down. It’s always tough with these types of turnarounds to see how successful he is going to be.

electrical/electronic
Jennifer Radman

VP & Sr. Portfolio Manager, Caldwell Investment ...

PricePrice
$20.120
Owned Owned
Unknown

DON'T BUY
General Electric(GE-N) 

November 7, 2017

Looking at the relative performance of the industrial sector, it has really struggled to break out. However, underneath the surface, machinery has been unbelievably strong, aerospace and defence has been incredibly strong, electric components has recently broken out. What held the sector back are the conglomerates, which includes General Electric. They had a very sloppy quarter and not all questions were addressed. This is definitely not the time you would buy this.

electrical/electronic

Looking at the relative performance of the industrial sector, it has really struggled to break out. However, underneath the surface, machinery has been unbelievably strong, aerospace and defence has been incredibly strong, electric components has recently broken out. What held the sector back are the conglomerates, which includes General Electric. They had a very sloppy quarter and not all questions were addressed. This is definitely not the time you would buy this.

electrical/electronic
Cameron Hurst

Chief Investment Officer, Equium Capital Manag...

PricePrice
$20.210
Owned Owned
Unknown

COMMENT
General Electric(GE-N) 

November 2, 2017

Had never liked this because GE Capital masked a lot of the other returns, so the stock used to trade at a huge multiple because of their so-called stable earnings. It was a massive finance company that could manipulate the earnings. In 2008, it became unstable. They have a new CEO who has to 1) take a lot of costs out, 2) sell a lot of businesses and 3) cut the dividend. They’ll be having their investor day very soon, and thinks they should cut the dividend. Probably a great buy between $15 and $20.

electrical/electronic

Had never liked this because GE Capital masked a lot of the other returns, so the stock used to trade at a huge multiple because of their so-called stable earnings. It was a massive finance company that could manipulate the earnings. In 2008, it became unstable. They have a new CEO who has to 1) take a lot of costs out, 2) sell a lot of businesses and 3) cut the dividend. They’ll be having their investor day very soon, and thinks they should cut the dividend. Probably a great buy between $15 and $20.

electrical/electronic
Paul Harris, CFA

Portfolio Manager and Partner, Avenue Investment Ma...

PricePrice
$19.940
Owned Owned
Unknown

DON'T BUY
General Electric(GE-N) 

November 1, 2017

He would stay away from this at this time. Think of it as the Titanic trying to turn like a speedboat. A mega company that is making major, major changes, especially in terms of selling assets and acquiring businesses. A couple of years ago, they sold off $70 billion of their GE capital assets. That allowed them to give up their banking charter and lower their capital requirements. Throughout all this, they did the largest acquisition in history, which they are still trying to digest. There are a lot of integration risks.

electrical/electronic

He would stay away from this at this time. Think of it as the Titanic trying to turn like a speedboat. A mega company that is making major, major changes, especially in terms of selling assets and acquiring businesses. A couple of years ago, they sold off $70 billion of their GE capital assets. That allowed them to give up their banking charter and lower their capital requirements. Throughout all this, they did the largest acquisition in history, which they are still trying to digest. There are a lot of integration risks.

electrical/electronic
Kash Pashootan

Sr. VP & Portfolio Manager, First Avenue Advisor...

PricePrice
$20.020
Owned Owned
No

PARTIAL BUY
General Electric(GE-N) 

October 31, 2017

A concern he has is the potential of a dividend cut in November. Most analysts are encouraging them to cut the dividend to help right side the ship. There is a lot of value in a company like this if they can turn it around. They started to turn the company around about 6 months ago, and doesn't think you are going to see much until Q4 of 2018. He would recommend buying half around the dividend cut. Being a tax loss candidate at the end of the year, Buy your 2nd half in late December, post tax loss selling, or early next year as you get more clarity. It sets up for a nice trade. Dividend yield of about 4.8%.

electrical/electronic

A concern he has is the potential of a dividend cut in November. Most analysts are encouraging them to cut the dividend to help right side the ship. There is a lot of value in a company like this if they can turn it around. They started to turn the company around about 6 months ago, and doesn't think you are going to see much until Q4 of 2018. He would recommend buying half around the dividend cut. Being a tax loss candidate at the end of the year, Buy your 2nd half in late December, post tax loss selling, or early next year as you get more clarity. It sets up for a nice trade. Dividend yield of about 4.8%.

electrical/electronic
Robert Lauzon

Deputy Chief Investment Officer, Middlefield Capital ...

PricePrice
$20.160
Owned Owned
No

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