Stock Portfolios V2

ElKarlo said:
Everyone, do you think GE will cut it's dividend? Looks like Immelt left a lot of roaches when he left.
Click to expand...

GE is in a tough spot. Healthcare is not the growth engine that it was, capital has been crushed (and used to 40% of profits), plastics sold off, they aren't valued as a tech stock (despite 13 yrs of trying), ... I just don't see how they get it done -- especially with an accountant running the company.
 
5k each into CAD and MPE at 0.002/0.001 and 20k across a bunch of cryptos

Cryptos got me laughing already
 
therealdope said:
GE is in a tough spot. Healthcare is not the growth engine that it was, capital has been crushed (and used to 40% of profits), plastics sold off, they aren't valued as a tech stock (despite 13 yrs of trying), ... I just don't see how they get it done -- especially with an accountant running the company.
Click to expand...
Word. It's a basketcase. On top of GE doubling down on oil with BHI. They even gave out a 7B dividend. While selling water, which is a growing industry. All the while dropping tons of money on predix. As you said trying to be a tech company.
So many companies can conglomerate yet GE seems to mess it up badly.
Warren sold out of GE and only retains stakes in the old finance side via SYN and I think they bought a RR lessing unit
 
ElKarlo said:
Word. It's a basketcase. On top of GE doubling down on oil with BHI. They even gave out a 7B dividend. While selling water, which is a growing industry. All the while dropping tons of money on predix. As you said trying to be a tech company.
So many companies can conglomerate yet GE seems to mess it up badly.
Warren sold out of GE and only retains stakes in the old finance side via SYN and I think they bought a RR lessing unit
Click to expand...

Hanging over the whole company is the fact that everyone in a leadership role is old and from the Jack Welch era. Putting an accountant into the CEO role is a recipe for managing the stock price and dividend, not a plan for transformation into the 21st century.

Immelt at least took a shot at transforming the company, unfortunately he was a better business unit leader than CEO of the entire company.
 
therealdope said:
Hanging over the whole company is the fact that everyone in a leadership role is old and from the Jack Welch era. Putting an accountant into the CEO role is a recipe for managing the stock price and dividend, not a plan for transformation into the 21st century.

Immelt at least took a shot at transforming the company, unfortunately he was a better business unit leader than CEO of the entire company.
Click to expand...
Yep they have a bean counter succeeding a guy who had no focus.
They could have had Cote. Imagine if he had GE to run instead of Honeywell?
 
But I bet if it weren't Immelt. They'd have picked the guy who left GE and almost ruined home Depot
 
GE sucks. I grew up with it in the neighborhood next door and it paid tons of taxes so my school was well funded (PG was also in our district). They'll cut their dividend again.

My only healthcare stocks are JNJ and BDX. Both are incredibly diversified so I'm not concerned about them. The next on my list is CAH, and maybe GILD. ITW is high on my list too
 
With AAPL, there's always some hot shot analyst with street cred track record who has some insider channel check info that makes the stock go down, then results turn out pretty freaking good and stock goes back up.
 
MASShole said:
GE sucks. I grew up with it in the neighborhood next door and it paid tons of taxes so my school was well funded (PG was also in our district). They'll cut their dividend again.

My only healthcare stocks are JNJ and BDX. Both are incredibly diversified so I'm not concerned about them. The next on my list is CAH, and maybe GILD. ITW is high on my list too
Click to expand...
I'm long GILD. Good stock. The management knows how to make acquisitions for sure.

Yeah GE is junk. So many people on SA are hoping one day it'll somehow not only stop sucking but start being a good company.
 
The experts said no one would buy a $999 iPhone, Apple's fucked. Guess they were pretty wrong. So were those "channel check" good track record analysts who were warning of doom & gloom for Apple.

Reminds me of around the time Apple came out with the 4C or 5C cheaper plastic iPhone and the experts said they should have made a cheaper iPhone and Apple's fucked.
 
ehh.. sold all my tesla and bought nvda.... the new tax bill and the production problems with the model 3 is fucking that company up..
 
Anyone thinking we're getting long in this run and considering moving defensively? Timing the market twice, once when to get out and when to get back in is dangerous, but this market ....
 
Been an awesome year. All my stocks save a few gave me some massive dividend raises. Friggin Boeing had a 30% raise. Lots of teen percentage raises, and a few twenties. It's been great
 
SammyPops said:
Anyone thinking we're getting long in this run and considering moving defensively? Timing the market twice, once when to get out and when to get back in is dangerous, but this market ....
Click to expand...
No man. The actual recovery was slow and uneven. Now the world economy is growing in tandem. So if a recession is coming it's 2-3 years away imho
 
AznTrojan said:
ehh.. sold all my tesla and bought nvda.... the new tax bill and the production problems with the model 3 is fucking that company up..
Click to expand...

What’s in the tax bill? No more Tesla subsidies?

I sold at 340 and was considering back in under 290
 
rearnakedchoke said:
Teva pharmaceuticals. Should have sold at 65 ish.

Now at 14 ish. Ouch.
Click to expand...
I know that feeling bro. How you didn't lose too much.

SammyPops said:
Anyone thinking we're getting long in this run and considering moving defensively? Timing the market twice, once when to get out and when to get back in is dangerous, but this market ....
Click to expand...
I'm going to let it ride out for one more year, or until S&P 500 hits 2700. The market still have some steam left. I'm going to sell once that mark is reached.

ElKarlo said:
Been an awesome year. All my stocks save a few gave me some massive dividend raises. Friggin Boeing had a 30% raise. Lots of teen percentage raises, and a few twenties. It's been great
Click to expand...
Bad year for me, ended up making a net loss about $2200 in my entire portfolio. Consumer staples went down, and I got fucked hard on a gold stock. Next year I'm going to pump and dump some tech stocks, and maybe invest in robotics too.
 
ElKarlo said:
No man. The actual recovery was slow and uneven. Now the world economy is growing in tandem. So if a recession is coming it's 2-3 years away imho
Click to expand...


If I knew you, I'd bet you lunch it in 2019, 1st quarter of 2020 at the latest.
 
You must log in or register to reply here.

Latest posts

Forum statistics

Threads
1,280,651
Messages
58,307,593
Members
175,999
Latest member
joshvegas

Share this page

Back
Top