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GE
General Electric Company - NYSE

4/19/2014, 8:32 PM ET
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  • The General Electric Evolution Continues
    John M. Mason Yesterday, 12:20 PM 12 Comments

    Summary

    • General Electric posts strong quarter for its industrial businesses.
    • GE announced in March it was spinning off the consumer finance business later this year.
    • Talk has surfaced about keeping the CEO tenure for the company well below 20 years.
  • General Electric: Has The Easy Money Been Made?
    Josh Arnold Yesterday, 10:15 AM 36 Comments

    Summary

    • General Electric's earnings were solid, sending the stock up 1.5%.
    • GE shares have moved up significantly in the past year.
    • What does this mean for GE's fair value and price target?
  • General Electric: Back To The Basics
    Albert Alfonso Thu, Apr. 17 12 Comments

    Summary

    • General Electric sees strong 12% growth (8% organic) in its core industrial segments, beating expectations.
    • The company also returned $3.4 billion to its shareholders via dividends and share repurchases.
    • The GE Capital downsizing is well on its way, with the IPO of Synchrony Financial expected soon.
  • General Electric's Fair Value Is $35
    Seeking Profits Thu, Apr. 17 10 Comments

    Summary

    • GE results were stronger than the mixed headline figures.
    • GE continues to successfully transition away from financial services and towards it industrial segment.
    • Significant growth in aviation and energy production will power higher results for several years.
    • A sum of the parts analysis suggests GE is worth $35.
  • General Electric: The Beginning Of The Industrial Breakout
    Bret Jensen Thu, Apr. 17 24 Comments

    Summary

    • General Electric posted solid earnings results this morning driven by its industrial businesses.
    • The company continues to transition to a pure play industrial concern which should be awarded by a slightly higher multiple by the market.
    • General Electric continues to be a core part of my income portfolio due to its solid dividend yield and reasonable valuation.
  • Why General Electric Is Heading To $32
    Wall Street Playbook Wed, Apr. 16 16 Comments

    Summary

    • GE has not performed as poorly as some would like to believe.
    • CEO Jeff Immelt has done a respectable job ridding the company of poor-performing businesses like the company's GE Capital segment, while transitioning GE to become more focused.
    • Assuming that the Industrial segment can post long-term revenue and free cash flow growth of 5% and 10%, respectively, these shares should reach $32 in the next 12 to 18.
  • Is General Electric Undervalued?
    IAEResearch Wed, Apr. 16 10 Comments

    Summary

    • The EV/EBITDA multiple shows the stock is undervalued.
    • The market is still attaching a substantial discount to the stock.
    • Recent fall in the stock price is not justified and it gives long-term investors a good entry point.
  • General Electric: Is A New CEO On The Way?
    Albert Alfonso Tue, Apr. 15 40 Comments

    Summary

    • General Electric is rethinking its "20-year" CEO policy.
    • This may mean that a new CEO could come onto the scene sooner than expected.
    • It has been widely assumed that General Electric would continue the precedent set by former long-time CEO, Jack Welch.
    • The current CEO Jeff Immelt has been at the helm of the company for 13 years.
    • General Electric is also looking to further downsize GE Capital beyond just the credit card segment.
  • GE Earnings Preview: Less Undervalued, But Still Caught Between A Rock And A Rock
    Brian Gilmartin Tue, Apr. 15 15 Comments

    Summary

    • Down 10% year-to-date after stock rose 34% in 2013.
    • Non-finance growth is still a longer-term issue.
    • Stock still at discount to intrinsic value.
    • Will Jeff Immelt continue to lead GE?
  • Is Something Rotten In The State Of GE?
    David Alton Clark Tue, Apr. 15 28 Comments

    Summary

    • Rumor has it GE is rethinking the company’s 20-year tenure program for CEOs.
    • It is about time the company made this move.
    • The stock is down nearly 10% year-to-date, and fundamentals appear to be weakening.
    • This risk/reward equation to buy prior to earnings is unfavorable.
  • General Electric: Credit Spreads And Credit-Adjusted Dividend Yields
    Donald van Deventer Wed, Apr. 9 4 Comments

    Summary

    • A dividend yield embeds a forecast that assumes constant dividends and zero credit risk.
    • Bond investors demand a risk premium on similar promises to pay, promises called "interest" or "principal" instead of "dividend."
    • The credit-adjusted dividend ratio bridges the information gap between bond and equity investors.
  • GE: The Recent 7% Pullback Is An Opportunity To Increase Positions

    Summary

    • GE is one of the most diversified companies and has had solid financial results and stellar returns for shareholders over the years.
    • Over some periods, it may mimic the broader index because of its size and breadth of operations.
    • When the stock has a strong pullback relative to the broader index, it may indicate a good buying opportunity.
  • General Electric Capital Corporation Bonds: Big Volume, Small Value
    Donald van Deventer Tue, Apr. 8 1 Comment

    Summary

    • General Electric subsidiary GECC is one of the most heavily traded names in both the bond market and in the credit default swap market.
    • GECC bonds offer lower credit spreads and higher default risk than the average investment grade or industry sector peer group firm.
    • 234 bond issues traded on April 7, 2014 offered a better ratio of credit spread to default probability than the best GECC bond issue.
  • General Electric: Restructuring And Industrial Business Will Drive Growth
    Balanced Investing Tue, Apr. 8 5 Comments

    Summary

    • Divesting the consumer finance segment into a new company not only reduces the credit risk but also allow the company to expand its lending to mid size companies.
    • The possible divestiture of GE Money Bank is another step to reducing uncertainty in consumer finance and will allow focusing on its core industrial business.
    • With increasing contribution of services in the revenues, the industrial business is set to post higher margins and earnings.
    • Given the projected dividend yield of 3.4% and forward P/E of 14, the stock is inexpensively priced compared to the industry.
  • General Electric - Profit From Alpha Through Beta Contraction
    Shiv Kapoor Thu, Apr. 3 26 Comments

    Summary

    • Beta is driven primarily by business mix, financial leverage and market perception of leadership competence.
    • General Electric's five-year regression beta adjusted for the tendency to converge to one is 1.30, while the three-year regression is 1.14.
    • General Electric's exit from NBC, which concluded in 2013, has led to beta contraction, and investors will be rewarded with alpha.
    • The planned Synchrony spin-off, which allows General Electric to exit its retail finance business, is a further opportunity for further beta contraction.
    • General Electric offers 80 basis points of potential long-term alpha. This rises to 155 basis points after considering negative alpha of 70 basis points in the S&P 500.
  • 2 Dividend Growth Giants Shed Assets: Dividend-Positive Moves
    Brian Nelson Thu, Apr. 3 9 Comments

    Summary

    • General Electric and Johnson & Johnson are two of our favorite dividend growth ideas.
    • As each sells off less-desirable businesses, their respective cash hoards grow, offering greater potential for even faster dividend growth and better Dividend Cushion scores.
    • General Electric yields 3.4% and Johnson & Johnson yields 2.7% at present.
  • General Electric: A Case For Owning This Company Now And For A Lifetime
    Chuck Walston Tue, Apr. 1 57 Comments

    Summary

    • General Electric's restructuring will soon bear fruit.
    • Enormous backlogs and the SYF spinoff will act as catalysts for robust growth.
    • Many Investors are unaware of factors that will drive tremendous profits in the Water and Power segment.
  • GE: How The Upcoming Spin-Off Will Prove Profitable
    Chuck Walston Mon, Mar. 31 65 Comments

    Summary

    • Many investors are unaware spin-offs generally out-perform the market by a wide margin.
    • A perusal of the GE/SYF prospectus provides important insights into the upcoming spin-off.
    • SYF should be a profitable enterprise with sound fundamentals.
  • General Electric Shareholders Will Do Fine Without Radical Cuts

    Summary

    • Calls for General Electric to shed industrial assets ignores the fact that GE Industrial is expected to grow core earnings 7-8% this year.
    • Calls to dismantle the rest of GE Capital ignore its 11.2% Tier 1 Ratio and the fact that it grew 12% last year.
    • The risky assets that got GE in trouble back in 2008-2009 will be off the balance sheet after the Synchrony spinoff, and the company does not need additional substantive cuts.
GE vs. ETF Alternatives
Company Description

General Electric Co is a diversified company with products & services that range from aircraft engines, power generation, oil & gas production equipment, & household appliances to medical imaging, business & consumer financing and industrial products.

Country: United States