PRESIDENT GEORGE W. BUSH Message Board

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Politics : PRESIDENT GEORGE W. BUSH

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To: gao seng who wrote (227211)	2/14/2002 4:37:37 PM
From: DuckTapeSunroof	Read Replies (2) of 769670

Well, the 'content providers', the media companies are not what I follow... but if I had to pick two of the more interesting ones to focus on, that I feel have solid long-term growth opportunities, it would be GE and AOL. With GE presenting the most interesting challenge of the two to evaluate.... It's long successful history of running a well-diversified business empire (well known to you, I'm sure), and it's position of being #1 or #2 in most markets it competes in stand in one corner and argue for the utility of investing in GE for the long-haul. On the other hand, a good deal of it's current earnings numbers are a result of '20%+' growth in the GE Finance division... and I'm not at all sure that either the '20%+' earnings growth number that's being reported is truly there, or that such growth in what is essentially a banking operation is sustainable at those levels, when all it's competitors post long term growth rates closer to 4 or 5 percent. That's what makes for horse races.

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