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Strategies & Market Trends : Value Investing

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To: Tapcon who wrote (27727)8/10/2007 7:51:13 PM
From: Paul Senior   of 78717
 
GE got poor scores on "ability to fund capital"? I'm under the impression a strength of GE is its excellent ability to get capital at low rates. It's a competitive advantage I am to believe. If "ability to fund the capital" means what they do with the capital after they get it, maybe that's so. Mr. Immelt though is selling what he perceives to be poorer growth businesses, and allocating to areas where he/they believe growth prospects are better - aircraft engines/water infrastructure/etc.

Agree though that Schwab rating system seems to give very good results. Maybe tops. I just don't agree with or understand, the GE rating of "sell".
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