Comments on: GE Does Not Bring Good Things For Your Life

By: DaveinHackensack

DaveinHackensack — Fri, 21 Nov 2008 00:39:29 +0000

With so many stocks down, wouldn’t it be simpler to focus on companies holding net cash on their balance sheets? E.g., CSCO, XOM, etc. Why even bother with debt-laden companies if you don’t have to?

By: Harold

Harold — Thu, 20 Nov 2008 23:22:04 +0000

Those Bloomberg screens are fancy. I particularly like the balance sheet and cash flow from CH!

By: Boib Liston

Boib Liston — Thu, 20 Nov 2008 09:16:46 +0000

very helpful. many thanks

By: Bob Brandt

Bob Brandt — Thu, 20 Nov 2008 02:52:47 +0000

This analysis is very instructive – thanks.

By: slick

slick — Wed, 19 Nov 2008 21:16:34 +0000

o/t

FYI: David, whenever you put charts or images into your webpage, there is a huge gap of white space between the text and the first image. So you have to page down many times before you actually see the image. I use IE – not sure if it happens on other browsers.

By: matt

matt — Wed, 19 Nov 2008 20:25:27 +0000

Did you notice that there is strong seasonality in the earnings that broke in 2002 and now in 2008? I never noticed it before. I can’t imagine which part of the business is seasonal, but it’s there.

My father, who has never owned equity in anything during his lifetime (home or otherwise), recently called me up and asked what I think about GE. I told him that it has a nice dividend and ostensibly cheap valuation ratios, but I am terrified of the black box known as GE Capital. In the best of times, it makes GE beat by a penny; in the worst of times…

I told him to pass on GE and I don’t feel so crazy for it now that you posted all of this.