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GE
General Electric Company - NYSE

4/16/2014, 9:43 AM ET
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  • General Electric: Is A New CEO On The Way?
    Albert Alfonso Yesterday, 4:49 PM 31 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.
  • Outlook Sky-High For GE Capital Aviation Services IPO
    Don Dion Yesterday, 3:15 PM 6 Comments

    Summary

    • GECAS is planning to raise $700 million in an IPO in the Hong Kong Stock Exchange, led by Citigroup.
    • The move is part of a long-range plan by GE to ease its business model back to its industrial foundations.
    • We are optimistic on the future of both GE and GECAS as the IPO date nears and recommend investors consider buying into GECAS when it’s time.
  • GE Earnings Preview: Less Undervalued, But Still Caught Between A Rock And A Rock
    Brian Gilmartin Yesterday, 2:10 PM 13 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 Yesterday, 12:37 PM 23 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 27 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.
  • General Electric: Increasing Backlogs Is Just One Side Of The Story
    Balanced Investing Wed, Mar. 26 11 Comments

    Summary

    • GE’s revenue growth was moderately positive with profits derived from the industrial segment’s expansion; particularly in oil and gas and aviation.
    • Cost cutting helped GE expand its industrial operating margins by 100 bps during the last quarter.
    • GE’s orders remain strong with the backlog reaching a record $244 billion.
    • Diversification, positive macro environment, higher backlogs and business optimization resulting in lower risk will ensure the company has a strong future.
  • Is General Electric A Long-Term Buy?
    Investing Insight Wed, Mar. 26 14 Comments

    Summary

    • The company began 2014 with a strong backlog of $244 million, and continues to invest in new technologies in the aviation and oil and gas businesses.
    • Aviation and healthcare segments will be growth drivers for the company in the future.
    • At the current price level, the stock seems to be undervalued and the market is not truly reflecting the value of stock.
  • General Electric CEO Jeffrey Immelt Is Doing 3 Excellent Things For Shareholders

    Summary

    • He is tending to GE's $250 billion industrial backlog by gradually allowing GE Industrial to account for 70% of profits.
    • He is putting General Electric back on the path to 8-12% annual dividend growth.
    • He is engaging in "selling high" by patiently waiting to initiate the Synchrony IPO at a time of high profits and high valuations in the stock market.
  • General Electric: The Risk Is Not Worth The Reward
    David Alton Clark Tue, Mar. 25 50 Comments

    Summary

    • Fundamentals are weak on a historical basis.
    • The stock performance is weak and at an inflection point.
    • Emerging market and geopolitical risks are high and rising.
  • GE: Get Ready For The Ride
    Valuentum Mon, Mar. 24 40 Comments

    Summary

    • General Electric's industrial operations are performing wonderfully.
    • The company is also making the right moves with its financial operations.
    • We like shares quite a bit.
  • How GE's TV Commercial Supports Its Stock Price
    Markos Kaminis Sat, Mar. 22 22 Comments

    Summary

    • GE's TV advertising supports its brand from an investor's perspective.
    • The company presents an image of innovation and technology, which separates it from its rivals.
    • So despite quantitative metrics that seem to say it should be valued lower, its value-added brand building supports demand for the stock and a higher valuation for its shareholders.
  • A Well-Synchronized Spin-Off From GE Capital
    Don Dion Fri, Mar. 21 23 Comments

    Summary

    • GE filed a Form S-1 Registration Statement with the SEC for an IPO for Synchrony Financial, a spin-off of its consumer lending business.
    • The IPO marks the next step in GE's plan to jettison the non-core consumer lending business from its portfolio and re-focus on core businesses.
    • GE Capital has long been viewed as weighing down GE's valuation, due to the volatile nature of the consumer lending market; thus, the spin-off should be positive for GE investors.
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