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Opinions Darren Sissons
General ElectricGECOMMENTSep 11, 2017
Darren SissonsStock price when the opinion was issued
As of Jun 18, 2026. Market Open.
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Premium contentGeneral Electric Company is an American multinational conglomerate founded in 1892, and incorporated in New York state and headquartered in Boston. The company operates in aviation, power, renewable energy, digital industry, additive manufacturing and venture capital and finance. Social media mentions are up 800% in the past 24h.
Recent run up in share price good, but depends on where investors bought shares. Has sold off/spun off business units which has been good for performance. Trading at ~40x earnings which is high, but runway for growth is strong. Would wait for weakness in share price before buying.
The market lets you change horses halfway through the race, and more people should take advantage of that. A better company today than a year ago. CEO has been excellent. It has aerospace, power, and renewables. A lot of future growth is already built in to the price. He'd sell.
Recent spinoff of healthcare & energy assets good for business.
Share price has out performed the past 1-2 years.
Expecting further growth in industrial business unit.
Good business model that is well run.
Jamie Murray 
In the last little while this has gone down quite a lot, and a lot of that has to do with currency. It was a darling after the global financial crisis, because it had sold off a lot of their financial assets. Now that that process is largely done, it is much more of a pure play cyclical industrial company, with global scope and obviously global “best of breed”. We are now in an environment where it has exposure to oil with the Baker Hughes acquisition. The market doesn’t care about GE services at this point. We are now at a point where this has a very low valuation. Its balance sheet is reasonable and the dividend is definitely safe. It will grow over time. 4% dividend yield.