Posted on 7/11/19
GE Aviation Is Not As Good As The Market Thinks
Summary Investor expectations of the strength of GE Aviation, which is the source of 60% of operating income, are inflated. Investors were very favorably impressed by . . .
Posted on 7/11/19
GE Aviation Is Not As Good As The Market Thinks
SummaryInvestor expectations of the strength of GE Aviation, which is the source of 60% of operating income, are inflated.Investors were very favorably impressed by GE’s announcement . . .
Posted on 2/15/19
Is GE Really Undervalued By $68 Billion?
Summary The spinoff of Healthcare and Oil and Gas is assumed to provide cash of $75 - $100 billion. However, the CEO of GE, Larry Culp, . . .
Posted on 2/15/19
Is GE Really Undervalued By $68 Billion?
SummaryThe spinoff of Healthcare and Oil and Gas is assumed to provide cash of $75 - $100 billion. However, the CEO of GE, Larry Culp, believes . . .
Posted on 6/26/18
United Technologies Has A $100 Billion 797 Upside
United Technologies (NYSE:UTX) geared turbofan (GTF) introduction went badly. The latest problem is a knife-edge seal that caused in-flight shutdowns leading to parked airplanes waiting for . . .
Posted on 6/1/18
Xerox: An Opportunity That's Hard To Duplicate
Can a company that fired its CEO and six Board members, with shrinking revenues, erratic profitability, impenetrable financial statements, controlled by a corporate raider, be a . . .
New York
