Picks from GE Q4 earnings call
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Created by Kansas Jayhawker
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Date updated:01-24-2008

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.

symbol name last price % change open
  • +
  • FWLT
    Foster Wheeler Ag
  • $31.26
  • -0.76%
  • $31.03

GE: Nuclear, oil & gas, and need for power worldwide were sited as being particularly strong. (adjust for the 2 for 1 split price should be $64.29 in the tracker)

People owning FWLT also tend to own: AIGBACCPWRDISGSHAL

TheStreet.com Rating: C+ What is this?

  • +
  • SGR
    Sgr
  • $0.00
  • N/A
  • $N/A

GE: Nuclear grew by 10x

People owning SGR also tend to own: ACHASTIBHPCBICRACTXSCZZ

TheStreet.com Rating: No Rating What is this?

  • +
  • ZOLT
    Zoltek Companies
  • $8.67
  • -0.91%
  • $8.63

GE: Accelerating wind backlog that is now $11B.

People owning ZOLT also tend to own: APNS.OBAVNRDSCOEBHIECPGEVICGE

TheStreet.com Rating: D+ What is this?

  • +
  • FPL
    F P L Group Inc
  • $49.76
  • -0.94%
  • $50.12

GE: A stealth wind energy play since it is one the largest wind operators it has the chance to profit from this worldwide trend and lend its services.

People owning FPL also tend to own: AUYCDEGGHENEMUSTAKH

TheStreet.com Rating: B What is this?

  • +
  • OESX
    Orion Energy Syst
  • $4.01
  • 0.00%
  • $N/A

GE: Compact fluorescents and lighting are booming. This company recently came public and like the new compact fluorescent lighting movement is concerned with using less energy to using innovative lighting products.

People owning OESX also tend to own: ACTUBMOEGLEGEKORCIV

TheStreet.com Rating: D What is this?

  • +
  • CIM
    Chimera Investmen
  • $3.68
  • 0.00%
  • $N/A

GE: There are $100B of financial assets that are in the "sweet spot" from distressed holders. That is what CIM was formed to do, take advantage of weak hands in the market.

People owning CIM also tend to own: CCCJCWCOCXDELLDISHGOOG

TheStreet.com Rating: D What is this?

  • +
  • NLY
    Annaly Capital Ma
  • $17.06
  • -0.87%
  • $17.18

Owner of CIM and similarly positioned as GE Money to take advantage of the times.

People owning NLY also tend to own: ABTAMXAUYBAPBRK.BBVFDD

TheStreet.com Rating: B+ What is this?

  • +
  • TGI
    Triumph Group Inc
  • $49.31
  • 0.00%
  • $N/A

GE: Commercial plane engine revenues were up 66% and backlog is 151% of Q4 revenues. TGI provides to both Airbus and Boeing, but may be hurt in the near term by the 787 delay. TGI is contracted to do more as a percentage of total work on the 787 than it does on anyother plane. (Good when the orders actually get filled but bad as sceptics are abound on the project.)

People owning TGI also tend to own: ATKBOOMCPLACSCOFCXGRMNHOS

TheStreet.com Rating: B- What is this?

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Start Price

Return Value

Start Date

FWLT 128.58 -75.69% Jan 18th
SGR 53.38 ------ Jan 18th
ZOLT 33.48 -74.10% Jan 18th
FPL 65.32 -23.82% Jan 18th
OESX 17.62 -77.24% Jan 18th
CIM 18.25 -79.84% Jan 18th
NLY 18.28 -6.67% Jan 18th
TGI 58.70 -16.00% Jan 18th
GLS 16.95 -48.38% Jan 18th
HON 55.57 -32.16% Jan 18th

Average return:

-43.39%

Success rate:

0%

Deleted Stocks:

UTX 68.09 0.00% Jan 18th

Tracking Started: 01-18-2008

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