Introduction
General Electric (GE) is a company in flux. It benefits from solid performing sectors with modest but reliable growth. It suffers from its recurrent recent makeovers which have deprived it of an overall profile of consistency upon which one can build reliable models for future projections.
I am confident that over the next several years, GE will complete its reassembly and will face a future of reliable growth. It has taken steps to position itself at the forefront of trends which offer it unique advantages. This article will focus on why I maintain a full position in this name and will also address some counterpoints as raised in a comment to a previous GE article.
My thesis is that, at the very least, GE deserves a strong look from those with capital to deploy in the stock market.
