Infrastructure -37% of total revenues, this is their largest division. ...

Suggestion by Matthew Stein on 2008-01-08 04:56:30

Infrastructure - 37% of total revenues, this is their largest division. Aviation and energy are two important trends right now in the market. GE can be linked to Wind, Nuclear, Coal and Gas powerplants. Their wind division alone had 1.5 Bn$ in orders, up 90%, and their backorder stands at 7 Bn$ up 112% Yoy. GE makes the GEnx aircraft engines for Boeing's 787 aircraft. Along with other commercial and military contracts Aviation revenues were up 35%. Those are a few extra ideas for expanding this article.

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NBC Universal.This segment is not one of the key drivers for the company...

Suggestion by Matthew Stein on 2008-01-08 04:31:37

NBC Universal. This segment is not one of the key drivers for the company, but does deserve an entry under Trends. The writers strike will most likely not move the needle, but the Olympics probably will. Ad revenue's were in line for Q3-07, segment profits up 9%. They have several number one shows, Bionic Woman, The Office, and Hero's. Additionally, they are making additions with Sondex and Oxygen.
Along these samme lines a mention about Hulu, their joint venture with News Corporation (NWS) (FOX), should be added.

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I'm going to split my suggestions up by segment.Health - GE said that up...

Suggestion by Matthew Stein on 2008-01-08 04:18:29

I'm going to split my suggestions up by segment. Health - GE said that up through Q3 07 orders were basically flat for Healthcare. US DRA imaging specifically was down about 20% in Q3. Some highlights of other products GE has and are developing would helpful for this segment. The flat 07 orders does help for year-over-year comps for 08, and many investors would probably find that useful. Also, it would be good to include that Health makes up 11% of total revenues for GE.

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With large, established, profitable companies like GE, I am always inter...

Suggestion by Tim Plaehn on 2008-01-02 16:01:44

With large, established, profitable companies like GE, I am always interested in their dividend policy, history and payout. GE has a healthy dividend, and I think an investor needs to know the facts behind the payout. Another item that caught my eye is the chart labeled "2006 Global Revenue Source". 54% is OTHER!!?? If the majority of revenues come from "other" areas, I think further breakdown would be useful. Another area that I am still not comfortable with concerning company profiles is the bull and bear arguments. Just rehashing (or directly quoting) information from the neutral page does not add any additional information. Since GE is almost a proxy for the S&P500, making good bull or bear arguments can become difficult. Then again does the S&P500 drive GE's price, or the other way around.

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