Reflecting on General Electric's past challenges and Boeing's current predicament, it's evident both giants grappled with strategic and market-driven hurdles. For investors, Boeing presents a cautionary tale of how quickly fortunes can turn due to operational missteps and unforeseen crises like the 737 MAX debacle and the pandemic's impact. The situation underscores the critical need for adaptability and effective risk management. As Boeing navigates through these turbulent times, strategies.
News & Press
Forbes - The Stock Market Rally: Continued Boom Or Doom Ahead?
Mar 12, 2024
Optimism grows among experts for a new bull market in the S&P 500, with historical trends suggesting potential price increases. Bank of America notes the S&P often climbs post-bull market onset, hinting at rising stock values. Yet, the journey may see fluctuations, and looming concerns like interest rates and geopolitical tensions add to market unpredictability.
Barchart - Some Companies Are Full Of Cockroaches. Boeing Is One Of Them
Mar 10, 2024
I've seen over the years that history has a sneaky way of coming full circle, just like time scratches its marks into the sands of the present. It does put on new faces, but the old stories keep playing out underneath them. For example, let's look at this curiosity: a company in your portfolio fails, and a stream of scary news stories starts. That trickle of bad luck soon turns into a steady flow of it. This happens so often that it's like inviting trouble makes room for a flood of its kind..
FAST COMPANY -- Why we’re seeing fewer stock splits like Walmart and more stock spinoffs like GE
Mar 7, 2024
BY ALLAN SLOAN Two weeks ago, Walmart did something that has become a lot less common in the stock market than it once was: It carried out a 3-for-1 stock split, giving shareholders two new shares for each share they owned. Although Walmart’s total market value of about $472 billion remained the same, the price of each share fell from around $175 to around $58. (As of March 6, the stock price was up to around $60 a share.) Walmart said the move was intended to help make acquiring shares more.
BARRON'S -- How Larry Culp Saved GE by Breaking It Up
Mar 2, 2024
General Electric is nearing the end of its five-year journey back from the brink. For investors, a looming corporate breakup is only the beginning. The future looked bleak for GE in October 2018. John Flannery had just been removed as CEO after a year at the helm. Profitability was declining. GE Capital was losing money. The acquisition of Alstom’s power business had proven disastrous. And investors were forced to sift through dozens of pages of disclosures to gain a coherent picture of the.
Barchart - Veralto: The Unassuming ESG Powerhouse That Will Likely Double
Feb 28, 2024
In the realm of spinoff companies, where hidden gems await discovery, every so often a standout opportunity emerges—one that commands attention for long-term investment. The latest spinoff from Danaher Corporation, Veralto, represents such a moment. This is a stock that not only deserves but also demands consideration for inclusion in your portfolio.
Forbes - Larry Culp Has Revived GE’s Stock. He’s About To Make His Next Move.
Feb 19, 2024
Discover how GE's strategic overhaul under Larry Culp is setting the stage for a revitalized future, promising innovation, and stability for investors.
Barchart - GE Have Been Unlocking Value. Their Next Spinoff Presents A Compelling Opportunity
Feb 18, 2024
Several decades of strategy mistakes, market difficulties, and outside forces contributed to (GE)'s value destruction. Corporate strategy, leadership, and the significance of responding to changing market dynamics can be learned from GE's decline, which betrays the company's former status as an American industrial innovation and management excellence paragon.
Forbes - How Soaring Big Tech Stocks Threaten To Crash Your 401(k)
Feb 14, 2024
Discover the risks big tech stock surges pose to your 401(k) and how to safeguard your retirement savings from potential market downturns.
Bloomberg – EY’s Shelved Breakup Proves That Even Halted Splits Are Costly
Feb 13, 2024
By Amanda Iacone (Bloomberg) -- Our latest study into corporate breakups spanning over 24 years has revealed a crucial factor for success - preparation. According to our research, spinoffs that are properly prepared for six months or more beforehand are twice as value creative. However, 35% of spinoffs that lack adequate preparation end up flat or negative in the first year, and many even fail.