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Strategies & Market Trends : Booms, Busts, and Recoveries -- Ignore unavailable to you. Want to Upgrade?

To: Joe S Pack who wrote (39512)	10/11/2003 9:55:44 PM
From: TobagoJack	Read Replies (1) \| Respond to of 74559

Hi Nat, <<GE is a hedgefund with AAA rating>>, and one awesome machine, until it isn't, and thus marking the ultimate near-bottom, before the final bottom, right before BLS spill the official beans about the sorry state of government stats that in some way has led the policy-makers wrong for all these years, and then it will be safe to LTBH ;0) GE is also one over-valued chip: Message 15397391 <<February 22nd, 2001 Hi Cap Jack, You could be right with $42/shr. For me, it depends on where the low is expected for the AIG, C, ABB, UTXs of this world. I am not decided on the target for these other leaders. But feel if Al attains recovery via liquidity flood, the market will depend a higher current yield on all capital, including equity capital (say the traditional old economy 5% for dividends). GE does not need to meet that yield by letting its price drop, but instead can increase its payout drastically, like all good mutual funds. "Target price: 20% premium over the sum of its two major parts (finance, manufacturing) when valued at AIG/C and ABB/UTX's future reduced values, and then take 15% off for all the writedowns that will occur when the other Jack steps off the podium, and 10% for the Put premium that got us putted the shares.">> Chugs, Jay