General Electric is about to release earnings. Consider the Bull Case Scenario:
The final disposition of Comcast creates significant cash for investment opportunities which create higher yields.
GE has a global foot print over a large amount of industries. The real time economic and market intelligence is unparalleled.
The financial crisis is well behind them and no longer as distracting to management, investors and the financial press. Most financial institutions profit in rising interest rate environments. Interest rate have only one way to go. Up.
George Gutowski writes from a caveat emptor perspective.