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fra53ine

fra53ine
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  • Boeing: The Cut Is Coming... But Later Than Predicted [View article]
    Totally agree. The author is over reaching on this issue. I believe Lund is referring to an industry practice of building "White Tails" to close the gap. This is so far into the future I don't think it even merits comment at this point. The White Tail strategy while stabilizing production ( a big issue in aircraft build) puts pressure on the Sales staff to sell those positions which Boeing should have no problem based on the 777X operating benefits.
    Much ado about nothing.
    Jun 12, 2015. 06:47 AM | 1 Like Like |Link to Comment
  • Implications Of A United Airlines A380 Superjumbo Order [View article]
    In your article you completely ignore the freight side of revenue which in the Pacific market is quite lucrative. The 747-8 has an advantage over the A380 there, with that factored in what would the A380 revenue advantage be??
    Jun 2, 2015. 08:18 AM | 2 Likes Like |Link to Comment
  • I Never Got Jaded About General Electric But Now I'm Going To Practice Caution [View article]
    Also just heard GE is eliminating vacations based on seniority and leaving it to the discretion of the employees manager and further GE is extending its' minimum retirement age to 62 from 60. This is after eliminating pensions and slashing medical benefits. If true it's more evidence that GE HR and Execs are out to take advantage of its' employees to reduce costs at any expense to shore up its' poor operational profit performance.
    Apr 13, 2015. 07:26 AM | 1 Like Like |Link to Comment
  • Immelt speculation highlights potential GE CEO successors [View news story]
    Definitely someone from outside. The antiquated HR system which GE employs promotes the politically astute not the true achiever. If that were not the case McNerney would be CEO. Along the same line the board also needs significant change.
    Mar 5, 2015. 12:07 PM | 7 Likes Like |Link to Comment
  • Barclays: GE's Immelt may quit within the next year [View news story]
    The entire board should join him since they oversaw this less than acceptable situation for years and did nothing to protect the shareholders.
    Mar 3, 2015. 11:37 AM | 20 Likes Like |Link to Comment
  • GE Director Makes A Big Bet On His Company; Should Investors Join? [View article]
    Picking points in time to make a point is intentionally misleading people. Please explain how the stock went from $56. in 2000 to $6.00 around 2008.
    All GE competitors have regained their 2008 crash positions and have more than doubled their stock price, GE still has $31/share just to get even. Your picking data that suits your position is Faux News Finance.
    Feb 25, 2015. 08:40 AM | 1 Like Like |Link to Comment
  • Update: SandRidge Energy Finalizes Q3 Numbers And SEC Review [View article]
    Please continue to trash SD, its up 7 % today....obviously you must know something????
    Feb 13, 2015. 10:02 AM | Likes Like |Link to Comment
  • Will General Electric Top The Whisper Number This Quarter? [View article]
    Going nowhere...break it up and dissolve Fairfield, save a billion a year on a Corp team that has continually disappointed shareowners. All 3 comments above are spot on.
    Jan 22, 2015. 01:54 PM | 7 Likes Like |Link to Comment
  • Boeing Or Airbus: Whose Product Line Is Shaped Better For The Future? [View article]
    Great data, would like to see same analysis for engines!
    Dec 19, 2014. 08:26 AM | 2 Likes Like |Link to Comment
  • General Electric: The 2015 Outlook Could Have Been Better [View article]
    I also think the 40% reduction in oil may affect the aircraft engine business. Airlines may choose to defer new planes impacting engine sales. Surprised at the uptick on wind, again lower fuel prices in the next couple of years may have buyers rethink and/or defer their supply of power.
    Dec 18, 2014. 08:32 AM | 1 Like Like |Link to Comment
  • Santa Was Missing At General Electric's 2014 Investor Day [View article]
    For the shareholders to be paying $1B annually to maintain Fairfield is a very poor investment given the results. The company must be split into separate operating entities on the market to eliminate the averaging effect of the portfolio. With the laggards dragging down the great businesses GE rates a "C" which is the worst of the best and the best of the worst.
    Dec 17, 2014. 09:45 AM | 2 Likes Like |Link to Comment
  • GE: Q&A With Lorenzo Simonelli, President & CEO, GE Oil & Gas [View article]
    Speaking to Mr. Simonelli's hiring of 1,600 new employees, the GE mantra of hiring the brightest is archaic and old school HR. Google in my opinion has the right view in hiring and promoting those people who have desire and proven themselves to be capable on the job. College test scores have very little relevance in job success. From my sources at GE once the "brightest" who have participated in one of the GE training programs fail they are moved to another position and even promoted but never terminated. Hardly a strategy for building capable leadership.
    Sep 20, 2014. 09:04 AM | Likes Like |Link to Comment
  • GE's Jeff Immelt: 'The Age Of Natural Gas Is Upon Us' [View article]
    If any of Mr. Immelt's strategies were sound GE would not be trading at half of what it was in 2001. Its amazing that GE now announces that natural gas is the future???? Aubrey McLendon knew that 10 yrs ago!
    I'm a fan of breaking up the company and saving the $1B annually Fairfield sucks up.
    Feb 26, 2014. 09:38 AM | Likes Like |Link to Comment
  • GE to invest a further $10B on "ecoimagination" energy R&D [View news story]
    Agree with dealraker, GE comes up with cutsey words and phrases but doesn't deliver on the bottom line. It's management has demonstrated over the last 12 years it can't effectively manage its diverse portfolio, hence breaking up the business is a logical step.
    Time for the silly monikers "ecomagination, eco-imagination, eeekitsmasturbation are long gone... bring in Icahn and start returning real value to the long time shareholders started by saving the $1B annually to support Fairfield.
    Feb 26, 2014. 08:43 AM | 1 Like Like |Link to Comment
  • GE's Immelt: 'We End The Year With Momentum' [View article]
    Obviously none of you long GE holders owned stock when it was at $56. Since that time, 12 years later, Mr Immelt and the board have taken the company to about half that value. Its' US counterparts, Hon, UTX et al have made up the lost ground and actually are adding to their pre-crash position. I believe it is clear that GE today is too broad based to develop a coherent strategy and one that is controllable. One analyst several months ago made a strong case for splitting the company into its major segments. Its' high time for such a move since the market is not responding to any of the strategies Mr Immelt and the board have put in place since 2008.
    Jan 20, 2014. 11:36 AM | Likes Like |Link to Comment
COMMENTS STATS
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