By: Scott Davis

We recently spoke to a person who many industrial analysts would consider one of the best investors in industrials.  We refer to him as “the smartest man” due to his reputation and history of success.  On our last update from him, he was bullish aerospace and still negative on GE.  A move in 2018 that paid off.  His 2019 view is more constructive on GE.

GE Report Here