Jefferies’ analyst Sheila Kahyaoglu chimes in on BA’s February orders and deliveries, understanding that February is usually not the company’s bright spot.
RBC Capital’s Deane Dray is cutting his 12-month price target on GE, fearing disclosure of investigations hover as a “negative overhang” for the stock.
Oppenheimer’s Christopher Glynn says while some GE questions have been met with answers, FCF questions hover around valuation.
Oppenheimer’s Christopher Glynn notes that the review lends more weight to the idea of a breakup of GE’s businesses.
Cowen’s Gautam Khanna pinpoints “at least” three big concerns arising from General Electric’s divested insurance portfolio review massive after-tax charge.