|Day Low/High||6.77 / 7.39|
|52 Wk Low/High||5.90 / 13.26|
* Before you read this opening missive be sure you understand your risk appetite and profile as well as your time frame * I see a possible "generational" investment opportunity developing and I am now even more aggressively buying for the intermedia...
* To everything there is a season... * This might be a time to build up and not to break down "To everything (turn, turn, turn) There is a season (turn, turn, turn) And a time to every purpose, under heaven A time to be born, a time to die A time to...
* GE's 2020 outlook call was upbeat * I am biting on the shares now * I see 30% upside in the next 12 months * I write this column in memory of Jack Welch This morning, at exactly this time that I write about General Electric , Jack Welch's funeral ...
I added to a small General Electric long at $10.99 this morning. (Not yet a high level of conviction but I am getting there!) More later in the week on this name.
It's a nice sign that the world didn't end over the weekend, and maybe that's what really mattered.
I would not take an equity stake without messing around with net basis through the sale of what look to me to be well placed options mean to force profit taking, and/or adding at advantageous discounts.
Let's see if there's anything new on GE's charts.
Tesla's market cap is closing in on $120 billion - that's a larger market capitalization than General Electric ! At $116 billion, Tesla now has a higher market cap than General Electric. Fun fact: In 1897, GE and Westinghouse Electric purchased Niko...
When we get the truth we must recognize it for what it is.
I am saying point blank that neither Starbucks nor Advanced Micro Devices is priced for the future. But they will adjust.
The company needs to continue to reduce debt and strengthen its balance sheet.
The headline grabber came from the full year print for Industrial Free Cash Flow, and the firms' guidance for 2020.
This morning GE reported their Q4 earnings results.
Surprise #9: General Electric's (GE) shares climb to $20/share as the company's makeover succeeds faster than expected. (Stan Druckenmiller reports that he made $200 million personally on his investment in GE and commits his $0.2 billion personal ga...
There is no political will on either side of the aisle to address ever expanding deficits.
For those that are keeping score, I am very liquid today... Longs: , , , , , , , , , , and Shorts: , , , , , , , , , and __________ Long FDX (large), GLD (small), KSS, KHC (large), PZZA, TWTR (large), VIAC (large), M (large), GE (small), C, BAC, W...
As we get higher, there are a growing number of alarms that could awake the great bear.
Surprise #7 General Electric's (GE) shares climb to $20/share as the company's makeover succeeds faster than expected. (Stan Druckenmiller reports that he made $200 million personally on his investment in GE and commits his $0.2 billion personal gai...
Does such a large increase in Chinese spending on U.S. 'stuff' give reason to doubt that future action lives up to words on a page (or 86 pages for that matter)?
Here's an aerospace and defense supplier that's offering a special cash dividend of a buck a share -- and that's not the only reason to be interested.
* In 2019 equities rose far faster and interest rates fell sharper than the consensus expected * 2020 could be a year of out-of-the-VIX thinking and mean reversion in valuations/stock prices as profits, politics, geopolitical events and other uncert...
This year we are selecting a vastly different type of name.
As turnaround continues, GE looks set to finally see results after years of decline.