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[charlie T colton]

GE Meets With Investors Tomorrow. Here’s What To Expect

At barrons.com - GE Meets With Investors Tomorrow. Here’s What To Expect - March 13, 2019

The conclusion:

"Looking Ahead: Ultimately, investors need to figure out what the remaining pieces at GE can earn once restructuring is completed.

Inch thinks 2020 cash flow for GE amounts to 35 cents per share, which is how he derives his $7 target price. Wolfe Research analyst Nigel Coe believes 2020 cash flow will be closer to $1 per share. Coe rates GE shares outperform with a $15 price target.

That wide range sums up the situation at GE—there is no shortage of opinion on GE’s cash flow or GE’s stock. No matter what GE management says on Thursday, analysts and investors won’t get a definitive answer on any issue—just another piece of the puzzle."




I'm not a fan of many articles at seekingalpha. This one seems to be thoughtfully prepared,

At seekingalpha.com - GE 2019 Outlook: What Will Larry Culp Do Mar. 12, 2019

"Conclusion

On a company-wide basis the bottom line is that GE needs to develop and execute a viable plan to convince shareholders as well as Wall Street that their cash flow will be adequate to meet their debt load in light of the disclosure regarding 2019 negative FCF. Perhaps GE’s 2/25/19 S-3 filing will be of value in this regard as in the author’s view Larry Culp’s “heavy lift” has become heavier since the 1/31/19 earnings call. Hopefully the company will provide realistic guidance regarding 2019 EPS and FCF on 3/14/19. This will go a long way towards restoring confidence in GE’s management and assuring GE shareholders that stewardship of their investments funds are being well-managed.

Note: Based on the many uncertainties which currently obtain, the author is revising his caveat emptor mantra of 9/4/18 to conscius esse emptor (“let the buyer be very aware.”) for the foreseeable future and urges extreme caution regarding the expected increased volatility in the short-term.

Disclosure: I am/we are long GE. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Additional disclosure: PLEASE consider priority editing as this is a VERY time sensitive article which was updated from last week because it was in the pipeline when GE made a BOMBSHELL announcement."




Interesting information at ge.com