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GE: Enhanced Portfolio, Full Price

|Includes: General Electric (GE)

GE - paid up as usual. Can hit 8% ROIC in 5 years - IF it gets $100M/year revenue synergy, 21% margin and takes $150M out of working capital. Hitting 9-10% ROIC would require 24% margin (equal to Dover Corporation energy segment margin but they have better mix).

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Disclosure: I am long GE.

Additional disclosure: Long term holding.