GE : Analysis & Opinions

  1. Absent Macro Shocks, Cash And Expenses Will Drive Boeing

    April 24, 2013
    Boeing's delivery schedule slowed, but the long-term value is still quite appealing.
  2. Good Long-Term Trends, But Softer Conditions Today At United ...

    April 24, 2013
    UTX's focused business mix isn't delivering any better results than the average industrial conglomerate
  3. Halliburton Has Gotten Interesting Again

    April 22, 2013
    If oilfield activity has bottomed, Halliburton would be a good pick here.
  4. GE's Guidance Wasn't Great, But Expectations Seem Low

    April 19, 2013
    GE looks underpriced on its long-term growth potential.
  5. Thermo Steps Up And Seals A Deal For Life Technologies

    April 19, 2013
    Speculation has been all over the place for an M&A with LifeTech, but the final announcement is consistent with my expectations.
  6. GE Pays Up To Get Into Another Attractive Energy Business

    April 9, 2013
    GE is taking a deep dive into artificial lifts with a high-priced acquisition of Lufkin Industries.
  7. A Slimmed Down Vestas Hopes For More Than Just Survival

    April 2, 2013
    Vestas is clearly struggling, but may just manage to do more than survive.
  8. Steady Progress And Unappreciated Value At MetLife

    February 18, 2013
    MetLife is still making steady improvements, but the stock doesn't reflect it.
  9. Enphase System at Arizona Solar Farm - Analyst Blog

    February 13, 2013
    Enphase Energy Inc. (ENPH) has announced that Arizona based Cambio Energy has completed a solar installation at the Tempe ...
  10. Pricey Today, IDEX Deserves A Spot On Watchlists

    February 7, 2013
    IDEX runs an interesting conglomerate, but valuation already anticipates a recovery.
  11. Are Good Orders Just The Beginning For Cameron?

    February 5, 2013
    Cameron's weak guidance and poor margins were hidden under a deluge of new orders.
  12. Illinois Tool Works Still Has Work To Do

    February 5, 2013
    Illinois Tool Works is already getting a lot of hype for saying and doing the right things.
  13. Can Offshore Continue To Offset Weaker Onshore Trends At National ...

    February 5, 2013
    National Oilwell Varco's orders were alright, but margins were disappointing.
  14. Reshoring Bringing Back Jobs to USA - Analyst Blog

    February 4, 2013
    The 'offshoring' movement had a profound deleterious effect on the U.S. job market. Entire industries such as electronics, ...
  15. Danaher Still A High-End Conglomerate, And Priced Like One

    January 31, 2013
    Danaher continues to execute according to plan.
  16. GE Augments TYRX Liquidity - Analyst Blog

    January 30, 2013
    GE Capital, Healthcare Financial Services, an operating unit of General Electric Company (GE), recently acted as an administrative ...
  17. Confidence And Relief Will Take General Electric Only So Far

    January 24, 2013
    GE's performance was decent, but not spectacular.
  18. Parker Hannifin's Recent Run Has Taken Away The Value

    January 24, 2013
    Parker Hannifin is a decent enough industrial play, but it's had its rebound.
  19. GE to Acquire French Wind Parks - Analyst Blog

    January 2, 2013
    In its concerted effort to reduce debt and maintain investment grade credit rating, Iberdrola SA, the biggest utility firm ...
  20. GE Partially Divests Aviation Unit - Analyst Blog

    December 31, 2012
    GE Aviation Systems, an operating unit of General Electric Company (GE), has recently announced the signing of an agreement ...
  21. United Technologies to Divest Asset - Analyst Blog

    December 26, 2012
    United Technologies Corp. (UTX) recently announced that it has entered into an agreement to divest its UTC Power fuel cells ...
  22. MET Wary of 2013, Shelves Buyback - Analyst Blog

    December 17, 2012
    Yesterday, MetLife Inc. (MET) announced its projected operating earnings growth to falter in 2013 on an annual basis, which ...
  23. Will This Aerospace Cycle Finally Let Hexcel Take Off?

    December 14, 2012
    Hexcel is seeing solid demand, but valuation seems ambitious.
  24. How Far Can Philips' Turnaround Take The Stock?

    December 13, 2012
    Philips has improved, but can it be a truly top-notch company?
  25. Honeywell Battens Down The Hatches

    December 13, 2012
    Honeywell's guidance was a bit soft, but the deal for Intermec is smart.
  26. UTX Arm Secures Navy Contract - Analyst Blog

    December 12, 2012
    UTC Aerospace Systems, a unit of United Technologies Corporation (UTX), obtained an aftermarket contract worth $70 million ...
  27. Covanta Buys GE's Delaware Facility - Analyst Blog

    December 6, 2012
    Covanta Holding Corporation (CVA) has acquired Delaware Valley Resource Recovery Facility from GE Energy Financial Services ...
  28. Time For Hologic To Translate Technology Into Results

    November 14, 2012
    Hologic has to take market-leading technology and translate it into strong cash flow.
  29. Warning: The Economy in 2015 Might Shock You

    November 9, 2012
    In the summer of 2015, either one or both political parties will begin the search for their next presidential. By that time, ...
  30. Can Emerson Build On Some Positive Momentum?

    November 8, 2012
    Emerson may be putting a bad run behind it. the company also stacks up reasonably well to other industrial conglomerates ...
  31. ABB's Third Quarter Keeps The Uncertainty High

    October 29, 2012
    ABB delivered another mixed quarter in an uncertain and nervous market.
  32. New SPDRs Debut: Positive Momentum And Low Valuation

    October 29, 2012
    State Street became the latest ETF firm to launch factor-based equity ETFs this week, rolling out a pair of funds that will ...
  33. GE's Results Reflect An Industrial Slowdown, But Valuation Isn't ...

    October 23, 2012
    GE may have disappointed, but the company and its stock are both in good shape today.
  34. An Unusual Miss (And Sobering Guidance) From Danaher

    October 22, 2012
    Gloominess from Danaher should give industrial investors a reason for pause.
  35. General Electric Reports In line - Analyst Blog

    October 19, 2012
    General Electric Company (GE) reported third quarter 2012 earnings from continuing operations of 36 cents per share, in line ...
  36. Stock Winners & Economic Policies - Investment Ideas

    October 5, 2012
    I followed some of the discussions on a few blogs related to my last article and my highlight of H&R Block (HRB). Fellow ...
  37. 3M Takes On A Little Risk For A Potentially Great Deal

    October 1, 2012
    3M's acquisition of Ceradyne looks like the sort of deal that could quietly pay off very well in the years to come.
  38. Energy Sector Recap Week Ending Sept. 21, 2012

    September 24, 2012
    A summary of the major events in the Energy Sector impacting investors for the week ending Sept. 21, 2012.
  39. The Market Is Already Expecting Big Things At Dril-Quip

    September 24, 2012
    Dril-Quip has an exciting order outlook, but valuations are already high.
  40. Merge Grows with Subscription Model - Analyst Blog

    August 16, 2012
    Merge Healthcare (MRGE) recounted a significant addition to its client list with the recent transition of its pricing arrangements ...
  41. National Oilwell Varco Goes Back To The M&A Well In A Big Way

    August 9, 2012
    National Oilwell pulls out its wallet once again.
  42. Mixed 2Q for Edison, Profits Dip - Analyst Blog

    August 1, 2012
    Edison International (EIX) reported adjusted earnings of 32 cents per share for the second quarter of 2012, missing both ...
  43. Time For Cameron To Start Flexing

    July 31, 2012
    Cameron could be on the cusp of significant order and profit growth.
  44. Bull Vs. Bear: Olympic Advertising Worth Shareholders' Money

    July 24, 2012
    The Olympic games is a great time to buy into major Olympic sponsors, such as Coca-Cola and Procter & Gamble.
  45. General Electric's Second Quarter Earnings Report

    July 20, 2012
    General Electric Company (NYSE:GE) announced its results for the second quarter on July 20, 2012. General Electric is an ...
  46. General Electric Second Quarter Earnings Preview

    July 17, 2012
    General Electric (NYSE:GE) is expected to report increased earnings when it releases its second quarter results on Friday, ...
  47. Comcast to Sell Stake in A&E - Analyst Blog

    July 11, 2012
    NBC Universal, a subsidiary of Comcast Corporation (CMCSA) - the largest cable MSO in the U.S. -  recently announced plans ...
  48. According To Siemens, An Industrial Rebound May Not Be Around ...

    July 3, 2012
    Investors who can live with the risk of taking a 20-30% paper loss in the short run may be willing to buy Siemens' stocks ...
  49. Be Socially Responsible And Be Wealthy

    June 29, 2012
    Making money in the market shouldn't prevent you from sleeping at night. Find out how to keep your conscience clean and bank ...
  50. Actuant Down To One Horse

    June 25, 2012
    Even if Actuant can grow free cash flow at a high single-digit rate over the next decade, these shares aren't compelling ...
  51. Bio-Reference Labs Taking Advantage Of Esoteric Opportunities

    June 22, 2012
    The decision of whether to buy Bio-Reference really comes down to an investor's confidence in the growth prospects for the ...
  52. American Superconductor - From A Growth Play To A Survival Story

    June 8, 2012
    American Superconductor gave investors a glimpse of a successful future only to see market conditions erode significantly. ...
  53. Pall's Growth Doesn't Support The Valuation

    June 8, 2012
    Pall's mediocre growth doesn't justify a premium valuation.
  54. A Trader's Guide to Ancestry.com (ACOM)

    June 7, 2012
    Online family history and genealogy resource Ancestry.com (NASDAQ: ACOM) popped on Wednesday as news came through of the ...
  55. Premium-Price athenahealth Leaves Little Room For Error

    June 1, 2012
    athenahealth has the growth, but a nose-bleed valuation to match.
  56. For Joy Global, It's No Longer "If" Or "When" But, "How Long?"

    June 1, 2012
    With the slowdown in mining equipment, Joy Global may lag for a while.
  57. Dow 30 Stocks With High Dividends

    June 1, 2012
    We combed through the Dow 30 to find some of its highest-yielding stocks.
  58. Be Socially Responsible And Be Wealthy

    May 30, 2012
    Making money in the market shouldn't prevent you from sleeping at night. Find out how to keep your conscience clean and bank ...
  59. Five Wind Energy Stocks To Watch

    May 28, 2012
    One shining example in the renewable energy space is the wind energy sector. Capacity continues to grow and offers a value ...
  60. Invest In These Four Socially Responsible Stocks

    May 23, 2012
    Making money in the market shouldn't prevent you from sleeping at night. Find out how to keep your conscience clean and bank ...
  61. The LED Market Gets Brighter

    May 23, 2012
    As we continue to grapple with increasing energy demands, innovative technology like LEDs are helping us find solutions.
  62. For Autodesk, Growth Is Weighing On Value

    May 23, 2012
    Autodesk doesn't get much respect for the quality of its earnings.
  63. AerCap An Interesting Play On Commercial Aviation Recovery

    May 12, 2012
    While plenty is written on commercial aerospace plays, the large airplane leasing companies don't get the same attention. ...
  64. Exxon Mobil Staying Energetic

    May 2, 2012
    Exxon Mobil doesn't appear to be having any expansion problems whatsoever.
  65. Finding Value In The Market

    April 27, 2012
    The overall large-cap value segment has been lagging the overall stock market. That being said, there are still plenty of ...
  66. 5 Easy Ways to Cash In on US Dividends

    April 26, 2012
    If you’re outside the US looking in, there are important pros and cons to adding exchange traded funds from America to your ...
  67. Is GE's Size A Disadvantage?

    April 24, 2012
    GE is reasonably valued on an earnings basis and possesses an above-average dividend yield of 3.5%. But it's difficult to ...
  68. Crosstex Energy Plans For Growth

    April 11, 2012
    Crosstex Energy plans to spend $300 million in 2012 on a number of projects designed to take advantage of the domestic drilling ...
  69. 5 Wind Energy Stocks To Watch

    March 23, 2012
    One shining example in the renewable energy space is the wind energy sector. Capacity continues to grow and offers a value ...
  70. The Job Market Hurts Companies, Too

    March 22, 2012
    While unemployment plagues workers, it is also a problem for companies who can't find skilled workers for the jobs they have.
  71. Four Socially Responsible Stocks To Watch

    March 21, 2012
    Making money in the market shouldn't prevent you from sleeping at night. Find out how to keep your conscience clean and bank ...
  72. PC-Tel May Be Signaling "Buy"

    March 15, 2012
    PCTEL is an obscure tech company with an interesting security venture.
  73. Filtering Pall Corp's Investment Appeal

    March 14, 2012
    Pall's stock could potentially pull back to more reasonable valuation levels.
  74. Esterline Tech's Primary Growth Avenues

    March 7, 2012
    Esterline's future growth trends are likely to be much more challenging.
  75. Is It Finally Solar Energy's Year?

    February 17, 2012
    The solar energy sector could be having one of the best years in its history.
  76. MetLife Seems Seriously Underestimated

    February 16, 2012
    MetLife gets little credit for its quality.
  77. Can Zoltek Keep The Wind At Its Back?

    February 8, 2012
    Zoltek was set up to soar on a big beat.
  78. Cameron Waiting For The Subsea Story To Surface

    February 7, 2012
    Cameron's present is a little challenging, but the future is bright.
  79. Whirlpool Not Just Another Doomed U.S. Manufacturer

    February 6, 2012
    Whirlpool is stronger than many may assume.
  80. Which Companies Spend The Most On Lobbying?

    January 27, 2012
    Find out which companies spend the most on gaining influence over government officials.
  81. 5 Wind Energy Stocks To Watch

    January 18, 2012
    One shining example in the renewable energy space is the wind energy sector. Capacity continues to grow and offers a value ...
  82. Philips – Plenty Of Cloud, Minimal Silver Lining

    January 11, 2012
    Koninklijke Philips suffers through yet another poor quarter.
  83. Europe Won't Kill Siemens

    January 11, 2012
    Siemens may have ambitious goals, but valuation is not demanding.
  84. Playing BlackRock's 2012 Forecast

    January 10, 2012
    Strategists at BlackRock estimate that 2012 will be another year of slow economic growth.
  85. 2011 In Review - Conglomerates

    December 22, 2011
    Conglomerates were largely in the red for 2011.
  86. SonoSite Finds Its Deal

    December 20, 2011
    SonoSite finally finds its buyer.
  87. 5 Dow 30 Stocks With Huge Dividends

    November 24, 2011
    We combed through the Dow 30 to find some of its highest-yielding stocks.
  88. LEEDing REITs See Green

    November 22, 2011
    REITs that embrace sustainability will ultimately be the leaders in future Class A space.
  89. Trade Options Expiration Like the Pros

    November 17, 2011
    Joe Kinahan discusses "witching," or options expiration, reviews the common mistakes traders make during these times, and ...
  90. Is Hologic A Coiled Spring?

    November 11, 2011
    Hologic looks cheap on even modest growth recovery expectations.
  91. GE Still On A Road To Recovery

    October 26, 2011
    GE still looks attractive, after rebuilding over the past few years. Patient investors can expect solid dividend growth.
  92. 5 Wind Energy Stocks To Watch

    September 29, 2011
    One shining example in the renewable energy space is the wind energy sector. Capacity continues to grow and offers a value ...
  93. An Opportunity To Play The Growth In Wind Energy

    September 23, 2011
    One shining example in the renewable energy space is the wind energy sector. Capacity continues to grow and offers a value ...
  94. Obama Goes To War With The Oil Industry

    September 22, 2011
    The Obama administration has proposed an expensive jobs bill and is targeting the oil and gas industry to help pay for this ...
  95. Central Banks Take Another Kick At The Can

    September 21, 2011
    Central banks take another kick at the can.
  96. FuelCell Energy – Is The Corner In Sight?

    September 14, 2011
    FuelCell makes its first ever gross profit, but real success is still far away.
  97. The Case For The Industrial Sector

    August 4, 2011
    They are "old school", and maybe even a little boring, but industrials can sure put up the numbers.
  98. All Is Well At Honeywell

    July 28, 2011
    Honeywell is well positioned to take advantage of an eventual recovery in global industrial economic activity.
  99. Danaher Delivers On High Expectations

    July 27, 2011
    Danaher may not have hit the top of the range, but the consistency is there.
  100. Ways To Invest In A Growing Brazil

    July 19, 2011
    Brazil is no sleeping gaint; this resource-rich country has transformed itself into a nation exceptionally worthy of long-term ...
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