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)

GE: Nuclear grew by 10x

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

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.

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.

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.

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

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.)