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bgiere

bgiere
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  • General Electric's Hidden Gem Is Finally Gaining Respect [View article]
    GE is so big that it's difficult to grow total business. It takes a lot of sales just to maintain current sales and profit. I am long but don't see much growth in this huge company. They appear to have leading edge products in all the right areas and is a safe place to park money to maintain value.
    Jul 29 02:26 PM | 2 Likes Like |Link to Comment
  • The mortgage REIT (REM -3%) slips amid a 10% dive in Hatteras Financial following a big decline in its book value. Other ARMs players CYS Investments (CYS -2.2%) and Anworth Mortgage (ANH -2.9%) don't take it as hard, but CYS (which reported last week) already trades at a substantial discount to book and Anworth likely does. Others: Annaly (NLY -2.8%), Armour (ARR -2.4%), Invesco (IVR -2.5%), MFA Financial (MFA -4.1%), Dynex (DX -3.4%), Western Asset (WMC -3.8%). [View news story]
    The Seeking Alpha writers get paid for getting readers to the site which boosts advertising revenue for Seeking Alpha. They don't know squat about REITS. They are not analysts, but ordinary guys trying to make a buck off of the rest of us.
    Jul 24 12:45 PM | Likes Like |Link to Comment
  • General Electric Is Carrying Out Its Strategy Efficiently [View article]
    I own GE stock and I like GE. I regard it as a safe place to put some money and get a small dividend (3 1/2%). They are diversified into areas needed even as the world economy limps along. One drawback is that they are so large, growth will never be a lot. Still, the current estimate of 7% is very good for such a large company.

    In a nutshell, GE offers safety with a reasonable dividend and growth.
    May 8 12:22 PM | Likes Like |Link to Comment
  • American Capital: Surging NAV With More Upside Potential [View article]
    I also got caught in the Wilkus bubble. I still have some stock I paid $45 for. I have averaged down to $22. I would much rather have dividends than the hot air about "value" so the next Wilkus crash will leave me with some cash as well as memories.
    Feb 27 01:17 PM | Likes Like |Link to Comment
  • Annaly Capital (NLY) President Kevin Keyes doubles his stake in the company, picking up 100K shares today at a price of $13.90. It's the third insider purchase (I, II) in a week, but this one is the largest by a wide margin. Shares +1% AH. [View news story]
    Keyes makes 7 mil a year, not 35 mil. Still a huge amount and he can well afford to buy the stock.
    Nov 19 09:36 AM | Likes Like |Link to Comment
  • GE: Wait On European Financial Crisis [View article]
    Seeking Alpha seems to be a time waster by people who have nothing of any value to say but want their words publicized anyway!
    Jun 26 07:12 AM | 1 Like Like |Link to Comment
  • GE Intrinsic Value At Least $31 Per Share, Siemens Worth $147 [View article]
    The last 10 yrs under Immelt have been very unremarkable. Why expect otherwise in the future? I'm a "show me" guy!
    Jun 22 11:41 AM | Likes Like |Link to Comment
  • General Electric: Raising The Tempo Seems To Be The New Fad [View article]
    Much ado about nothing. What idiot decided to publish this piece of nothing and waste my time?
    Jun 21 08:33 AM | 3 Likes Like |Link to Comment
  • General Electric: At Least 24% Upside Potential [View article]
    I'm still waiting for the investment in emerging global countries to hit the bottom line and especially my dividends. The '08 crash hit GE hard so "too big to fail" may not be appropriate. Immelt's 10 years as CEO has not been good for investors but the stock may be a safe place to park money currently and get a small dividend. I have taken tax losses on some high priced stock I bought years ago and bought back at lower prices.

    With the global economy looking bearish, any growth in GE will be welcome in my view.
    Jun 14 08:01 AM | Likes Like |Link to Comment
  • GE Picks Right Time To Cut Finance [View article]
    It seems to me this is a good time to be in the loan business as loans are hard to come by for midsized companies. And GE Capital seems to be the most profitable part of the company.

    Although Immelt has done a lot of restructuring, there hasn't been any reward for stockholders. The special dividend from GEC will probably end up in executive pay. Immelt's comments that GE is committed to raising dividends seems to be just talk as he has moved the company into more capital intensive and cyclical businesses. But GE appears to be a safe place to park a lot of money and get a 3.5% dividend.

    My IRA is stuffed with high dividend stocks which don't grow but are fairly stable and pay 9% to 15%. GE is in my taxable account where I look for small or zero dividends. and some growth. GE has been disappointing but the market is rewarding the stock with a P/E of 15.6. I hope it starts to fulfill Immelt's vision soon but the global economy is slowing down and there appear to be tough times ahead.
    Jun 12 08:44 AM | 1 Like Like |Link to Comment
  • General Electric: Besting Expectations, So What's Next? [View article]
    Nothing new here. The stock buy back will end up in executives' pay plans one way or another. Stockholders would benefit only if the money is used for dividends. As for the wind energy subsidy, it comes from taxpayers and I am against it. I looked at the same info you rave about and don't see anything especially good. It appears GE is more or less tunning in place. Immelt brags a lot about all GE is doing but the financial numbers don't show much to me.
    Jun 10 05:49 PM | 2 Likes Like |Link to Comment
  • GE The Best Stock Among Peers [View article]
    I completely missed GE's "upward drive in the stock market". More like running in place.
    Jun 7 11:59 AM | Likes Like |Link to Comment
  • Don't Underestimate GE Stock [View article]
    If the author has no position in GE, what makes him worth listening to? GE always has a great story to tell about getting positioned in the global market for the future. So far, the only ones to benefit are the extremely well paid executives. Come on GE, show me the money, not just the talk!
    Jun 6 09:36 AM | 3 Likes Like |Link to Comment
  • Strong Future Growth Prospects For General Electric; Skepticism Misplaced [View article]
    Talking about how great the future will be does not make it so. I could just as easily talk about how poor it will be. What counts is results, not hopes about tomorrow. I'm waiting for the actual figures for the here and now. Obama is the king of HOPE. It doesn't belong in the market.
    Jun 5 09:16 AM | Likes Like |Link to Comment
  • GE's China Venture Will Pay Off [View article]
    GE is doing business wherever they can in the world: Brazil, South Africa, Russia - but they are so big, it's hard to see much increase per share. The 2nd qtr should show a better picture of the results of Immelt's restructuring. Up to now, it's been recovering from '08. I'm not convinced GE is doing much more than running in place. Everything seems to be about building for the future. What about now ?
    May 31 05:59 PM | Likes Like |Link to Comment
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