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xahne

xahne
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  • General Electric: The 2015 Outlook Could Have Been Better [View article]
    OK I can understand being a bit soft on the 2015 guidance with oil prices dropping like a turd in a well..after GE bought in ( the Lufkin Lift acquisition was a bit costly- probably close to $1 billion more than it should ahve cost)

    what I don;t understand is how GE can tell me it is paying me anymore than just the regular dividend which is still under $1/sh annually.

    I may not want to swap out many shares for SYNCH- since they don't pay a dividend.. now if SYNCHRONY is $50 sh. I will swap out at least half of my GE shares but right now SYNCH is about $28 sh..GE is about $24.75 sh as of today

    so not sure I see the big money other than dividends coming my way in 2015. I am not a big fan of share buy backs either..what in the hell was GE thinking splitting the stock 2:1 in '98 and then 3:1 in 2000 ?
    Dec 18, 2014. 11:58 AM | 2 Likes Like |Link to Comment
  • General Electric: You Ain't Seen Nothing Yet [View article]
    well I hope this proves true- however, aside from the $10 billion ( + -) payout, I don't see where the rest of the $40 billion is coming from. the Synchrony deal will retire almost a billion shares right ? and We can swap GE shares for SYNCH- except Synchrony does not pay a dividend.

    So where is the $40 billion ? I am not a real fan of stock buy backs- never get any money from that. And no one ever discusses why on earth GE split off so many shares in 1999 and 2000- 2:1 and 3:1 splits. InMO that was stupid and one of the reasosn the share price is languishing.

    any thoughts ?
    Dec 18, 2014. 09:10 AM | 1 Like Like |Link to Comment
  • Santa Was Missing At General Electric's 2014 Investor Day [View article]
    here are the facts: GE got caught with pants down in March 2008 when the fiancial arm nearly sunk the whole ship- Immelt was scared straight and since has been trying to model the business into a more transparent company. the problem is I do not see where GE is returning $40 billion back to the shareholders. I own over 15000 shares and all I get is the dividend - now at .92 annually- I do not believe much in the share buy backs cause I do not see the share count shrinking at all. so where is the 440 billion coming from ?

    the stock splits of 2:1 in '98 and 3:1 in 2000 put over 10 billion shares outstanding which at $1 sh annually cost the company $10 billion. so I can see trying to retire som sharews..but the SYNCH share swap is only mildly interesting to me..did not get a penny from Genworth spin off..

    so my grade for Immelt since he took over is D+ to C minus..so far..not quite failing but not sure he can pass the oral exam that is gonna come sooner or later..no way to cheat thru that.
    Dec 17, 2014. 12:06 PM | 4 Likes Like |Link to Comment
  • An Unprecedented Dividend Growth Buying Opportunity Materializes [View article]
    good post- but where did you get the $18 + billion payout in dividends in 2013 ?

    just curious !
    Dec 14, 2014. 10:39 AM | 1 Like Like |Link to Comment
  • General Electric: What Worries Me The Most [View article]
    you retard- the BP Macondo well used a Cameron Iron Works BOP which had faulty wiring and battery which menat that when the RAM was signalded to pinch the pipe , it did not react to the signal and therefore the blowout was unimpeded. BOP's - at this depth are quite large and they are elctro mechanical..meaning that they depend on an electronic signal to close.

    GE will build a bang up BOP I am sure- with a variable diameter opening so that as the pipe changes in size, the ram will be able to close around it, regardless.

    if you cannot contribute factually to this conversation then perhaps you should just sit quietly and observe.
    Dec 10, 2014. 09:48 AM | 7 Likes Like |Link to Comment
  • GE: Lower Oil Is A Concern [View article]
    a key indicator will be the status of the GE dividend next week- if GE boosts the annual dividend to $1/sh, then look for a more rosey assessment of the next few yrs from GE..if the dividend is boosted by a just .04- .05 annually then you will know mgmt is a bit concerned about the oil and gas business as it relates to their sales and service of this sector and its impact on the over all company's profits.

    GE is like a schooner, lots of sails but hitting some crosswinds and opposing currents..
    Dec 9, 2014. 03:59 AM | 3 Likes Like |Link to Comment
  • Unraveling General Electric's Increasing Return On Equity [View article]
    what a load of BS- lets be real. the dividend was CUT by 2/3- so yes they have increased the dividend but it still ain't back where it was at $1.28/sh in 2008..

    and for alowing GE to plunge to $5.88 in 2009..looked like the whole shoooting match was headed to BK- so one is reluctant to keep buying stock that may go worthless.

    so jeff, if you read this, make it happen..we've waited long enough..2001 to present...not much good for the shareholders.
    Dec 5, 2014. 10:52 PM | 1 Like Like |Link to Comment
  • General Electric: The Opportunity Of The Coming Decade Materializes [View article]
    ok looks rosey- but GE has been turning this corner now for 5 years- one hell of a corner..and still in the middle. IF GE is not blowing out numbers by next summer and the stock moving past $35 /sh then someone is not driving this boat right, right ?

    GE will announce dividend increase- I hope- in the next week or so..if the dividend stays well below $1/sh then the croner turn just got longer still.
    Dec 4, 2014. 11:42 AM | 5 Likes Like |Link to Comment
  • ModernGraham Quarterly Valuation Of General Electric [View article]
    a bit sketchy- stats are always an illusion..I doubt the real value of GE is $11/sh- moving forward, IF the acquisitions pan out, it is probably $30 /sh..but now oil is sliding toward $50/barrel and that will hurt some of the oil/gas earnings.

    IF all thse acquisitions do not translate into some impressive earnings growth, then I expect Immelt is gone and the comapny quartered up and sold- there are some great companies woven into GE along with alot of deadwood and waste...it is gonna take a different more dynamic CEO to unleash GE.
    Dec 4, 2014. 12:29 AM | 2 Likes Like |Link to Comment
  • General Electric: Don't Be Fooled, The Sky Is Not Falling [View article]
    here is the basic problem with GE- years ago, before mutual funds became so prominent, GE was a big mutual fund. It had many different financial sectors- we all know them: finance, healthcare, oil and gas, green enrgy, broadcasting, retail appliances etc.. and for many years this concept worked fairly well ( and with lots of hype from jack Welch)- AND GE had the added bonus of balancing its quarterly books with loans and head fakes from GE Capital..

    but GE does not have the management to run the company this way..Berkshire Hathaway apparently does..look at the companies they own- lots of fiance and insurance, furniture, burlington northern, etc..and they run it quite well..

    while GE plays squat tag in the cucumber patch- buying companies at too high a price and then selling off companies cheap that stumble= very poor management.

    Yes the problems started with Welch and his chosen minion Immelt is terrible. David Cote - now of Honeywell would have been a much better choice.

    How to fix? New mgmt at the very top- chainsaw out the dead wood ( there is quite a bit)

    once this happens, GE should be a $60/sh company.
    Nov 30, 2014. 11:13 AM | 8 Likes Like |Link to Comment
  • General Electric Must Spin Off GE Capital [View article]
    yes but by how much? one of the problems with GE today is the number of outstanding common shares of stock - over 10 billion. so by spinning some of GE capital- as they have done and will do more, how many common GE shares will they retire ? I bought a few shares of SYNCHRONY but will they pay a dividend ? if not, why would you trade your GE shares for the new company ?? what is the point there?
    Nov 28, 2014. 12:42 AM | 2 Likes Like |Link to Comment
  • GE Sees Strong Returns On Its Industrial Internet Investments [View article]
    show me the money- I have had this sunshine pumped up my ass for years- watched GE overpay for companies, then discard them at a loss.

    I see the "executive team" paid with stock options that they cash immediately- don't see alot of insider buying this bargain ( or dressed up pfat girl pig ?)

    hopefully the institutional investors have run a cattle prod up Immelt's ass and told him to cut the fat and make this lard bucket pig start flying..maybe they can stuff some of their jet engines in its butt and it WILL fly !
    Nov 21, 2014. 09:34 PM | 1 Like Like |Link to Comment
  • Is The GE Transformation Moving Fast Enough? [View article]
    ah those stock splits- 2:1 in 1998 and 3:1 in 2000 which put out the staggering 10 billion plus common shares. this occurred while Jack Welch was driving the GE yacht.

    as for Immelt, he was sleep walking along- kinda like Geo W Bush Jr as president " hey being a big exec is easy..whee look at me ! "

    but back to earth, just look at Honeywell, where David Cote took the reigns about the same time as Immelt..Honeywell stock went from $32/sh and is approaching $100 sh as I write- all in about the same time frame as GE's lumbering under achievements..2001- present.

    is GE really going to raise their dividend to $1 /sh in Dec ? that might make me feel a bit better about the whole mess..

    as for break up of the company, sounds reasonable except when GE does spin off, the existing shareholders generally just get an email frm the investment branch saying "GE is working for you" but no money..I want to know where my check is mr Immelt ??
    Nov 21, 2014. 09:54 AM | 3 Likes Like |Link to Comment
  • General Electric Is Rising From The Ashes [View article]
    If GE raises the dividend to $1/sh in Dec then I am on board with the turn around. However, GE has not eprformed well since Immelt took over. and while some say that when the share price plummeted to $5.88 it was a great buying opportunity- well it was if you did not own any- I watched in horror as my 10000 + shs (a the time) nearly became worthless..buy more ? I was afraid I was gonna lose my a**..

    hope they get back on track- a great company with poor mgmt..execs don't even buy their own stock..I would fire the whole lot and get some insiders who beleive in their company and product.
    Nov 19, 2014. 06:14 PM | 1 Like Like |Link to Comment
  • General Electric's CEO Jeff Immelt Is On Easy Street [View article]
    no jeff immelt was just sleep walking and then stepped heavily on his dick in 2008- I remember it well- he was being interviewed by melissa francis on CNBC at the four seasons in santa barbara - drinking a nice red wine. she asked him about the qtrs earnings and he winked at her and said" in the bag"..a few weeks later the GE ship was adrift and taking on water. he then said " dividend is safe" then cut it by 2/3 to .10 ( even poor tom brokaw had to go back to work when his GE retirement pay - dividends - went flat) GE nearly went BK and the share price plummeted to $5.88..and no one knew what to do sell out or buy more..

    now if GE raises the dividend to $1/sh- I may be ok with Immelt and his turnaround story.. but until then, I think he is a east coast frat boy screw off who nearly wrecked the oldest DOW component while playing squat tag in the cucumber patch.
    Nov 18, 2014. 08:54 PM | 1 Like Like |Link to Comment
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