By: Scott Davis

The stock seems to have found a bottom and the narrative seems to be finding balance.  For those waiting for the falling knife to land, you can buy the stock here with a far better risk/return profile than pretty much anything else in industrials.  New CEO/CFO did a very nice job on today’s conference call. Disclosure has improved materially.  The Q/A session seemed oddly “normal” vs. the dismissive GE of the past.

GE Report Here