AJ, Washington DC

Eaton: Unappreciated New-Age Stock - Barron's

In that case, wouldn't GE be a great buy? They are heavily invested in Water technology, Environmentally friendly energy (Wind Turbines), traditional energy - Gas turbines and nuclear reactors, nanotechnology etc. Why are they being beaten down in spite of their stellar dividends and long term great positioning?

Nuclear Power Is in Demand

thanks for the great overview... who will be supplying the fuel for the new reactors as they come online, and are there different grades for different types of reactors? Since GE builds the plants in many countries, do they typically also have long term contracts for maintenance etc? As India and China build new reactors, it would be interesting to know where they will be getting their fuel as well.

Blood in the Streets: Buy and Hold GE, For Now

As long as there are stocks that respond to trading momentum with big moves, resulting in instant gains (or loss, for that matter), GE will continue to be ignored by the market. The intrinsic value of its businesses, especially in energy and infrastructure is undervalued, given that most part of the worlds needs new or replacement infrastructure to keep up with their growth. No one has really been paying attention to their R&D, which has been making large investments in nanotechnology. GE's financial divisions may seem to be the downside, but it gives them access to cheap money since they are able to borrow at bank rates across the globe, wherever the are able to do business - this in turn allows them to provide their customers with attractive financing over a longer term. Its their domestic exposure to sub-prime and other instruments that puts them at a disadvantage, but its to the order of 2-3 billion, from their current Quarterly statement. They'll soon work through that... I agree that their stock doesnt seem to be doing anything, but in a sea of volatility, a small isle of relative calm is a welcome relief. GE has been punished enough for Mr. Immelts "lack of guidance", but he has learnt what it means to be the voice of GE in no uncertain terms. I don't think he will make THAT mistake again. All that said, this is a stock to keep accumulating - If you have a 10-20 year time frame, its the stock buy and forget, and when the dividends come in, reinvest in more shares. As one of the previous commentator said, its a stock that your grandchildren will be glad that you bought.
cheers,
Go Long and be Prosper!

Analyzing Analysts on GE, GOOG, C Earnings

Thank you for the article. My sentiments exactly. I was amazed that the analysts estimates on GE had not changed in months. granted, Mr. Immelt reiterated his guidance in mid-March that GE was on track, but isn't that just what the analysts are paid to investigate, analyze and report on? If we are just going to take the company's guidance as gospel, then what's the need for all these upgrades, downgrades and estimates? I found the downgrades on GE particularly galling... where were these people all quarter? as for the forward PE... it's worthless, since most are calculated for a 5 year projection, not 12 or 24 months. Price, PE, Cash flow, Current ratio and cash reserves are the criteria I depend on, and I don't need an analyst to tell me what they mean.

GE Earnings: Industrial Bellwethers Are Now Getting Hit

Missed estimates??? Aren't analysts supposed to review and revise estimates based on the current market environment? It appears that they are still living in a pipe dream. More power to GE - they will be able to buyback their shares 12% cheaper today. I can see why Immelt chose not to pre-warn. Why bother?

Is General Electric Overvalued?

From the fundamentals, and future potential in their infrastructure (think power plants and nuclear reactors), aircraft engines, wind turbines and medical equipment sales, especially in the "strong currency" parts of the world, my thinking is that GE is undervalued. However, I do have a concern that Financials make up 40-45% of income for GE, as much as Infrastructure. NBC is sure to do well covering the Beijing Olympics this year in addition to their regular broadcasting ad revenue. I like the 3% dividend, too. To top it all, they have Siemens AG reeling on the ropes, unable to compete with GE's pricing.