GE Isn't Too Big to Rebound

6/29 - "It pays a yield of nearly 5%. The company is still tremendously profitable and has $15 billion in cash...If the U.S. stock market continues to drop, the successful investing tactics of the last several years, which involve putting money into is stocks because equities in general are rising quickly, may not be a good way to make money this year or next."

"There are a handful of companies with iron-clad balance sheets and big dividends. The stocks of these may not go up, but their dividends are likely to stay intact. GE is at the head of this list."

6/30 - 'History suggests that shares of GE could trough at a 25% discount to the S&P500. Shares are currently at an 18% discount to the market on concerns over the financial services exposure, suggesting shares could be near a bottom. We see overhang persisting through the current period of financial market dislocation, but we continue to see the potential for GE to return to a premium of up to 20% as the focus returns to the double-digit earnings growth we see over the long term....'

"Lehman reiterates OVERWEIGHT on General Electric (GE), target price $37."

7/1 - "Merrill Lynch reiterates their Buy rating on GE with PO $37.50...Firm thinks GE will likely deliver 2Q08 EPS results in-line with the previous guidance of 53-55 cents – this event could present a positive upside trading catalyst for GE’s shares. They believe GE would have pre-announced an earnings shortfall rather than risk even greater investor backlash from reporting a miss the day of the earnings release...Firm believes the impact of higher loss provisions, lower securitization gains, and slower Real Estate markets are part of the company’s previous guidance."

"Notablecalls: Ah, lovely. Just what we need this morning. GE's a buy here for sure. The co already lowered the bar and has traded down significantly from here. I'm betting the stock will surpass the $27 level in the s-t."