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BUY
BUY
November 18, 2020

A turnaround story that's broken $10 faster than he expected. GE has a huge tailwind from Boeing, whose 737 Max has now been approved; GE's aerospace business will boom because it makes the 737's engines. This boom will give the CEO breathing space to build up GE's healthcare and power divisions. His renewable business should benefit under Biden. In 5 months, vaccines should allow many people to fly again, which will be a huge windfall for its aerospace business.

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General Electric (GE-N)
November 18, 2020

A turnaround story that's broken $10 faster than he expected. GE has a huge tailwind from Boeing, whose 737 Max has now been approved; GE's aerospace business will boom because it makes the 737's engines. This boom will give the CEO breathing space to build up GE's healthcare and power divisions. His renewable business should benefit under Biden. In 5 months, vaccines should allow many people to fly again, which will be a huge windfall for its aerospace business.