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Picks from GE Q4 earnings call
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Description:
This is a list of recommendations from the recent Q4 2007 earnings release of GE.Jeff Immelt:"There are no signs of infrastructure slowing down."
Aviation, energy, and lighting revenues were very strong.
Understanding that the 787 delay may short term hurt aerospace sentiment, but it is basically a matter of timing since the demand for new planes will not go away because of an extra 3 month delay.
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