Maybe consider adding GE to your list of shorts given that: 1) management is lying about its liquidity, 2) management is unable to come with a clear strategy to generate shareholder value, 3) management is managing in the interest of bondholders (willingness to keep AAA-rating), 4) management unwillingness to give out more details on the key GE Capital financial metrics. If the banks don't start lending quickly and if the CP does not come back to pre-cresis levels, then the rating agencies will have no choice to cut GE's credit rating which will have the company forced to cut its dividend. Anyway, I'll stop here cause the list of risks on this mamooth is so long that there is no point on having readers go through this. Just short GE.
14 Potential Short Plays [View article]