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General Electric: How To View The GECAS News

January 7, 2019

Summary

- It is being reported that Apollo is working on a deal to buy GE's jet leasing business (GECAS) for $40 billion.

- I will dig into the numbers and provide my thoughts on the proposed "deal".

- I am long General Electric and I plan to stay long the stock.

 

General Electric's ($GE) stock has been a major disappointment over the last two years, as GE shares are down by approximately 73% over the same period of time when the S&P 500 (SPY) is up 24% (yes, that is 97 percentage points).

 

I recently described why I thought that the GE Healthcare IPO was meaningful news but, in my opinion, investors should be really excited about the fact that GE will be able to dispose of its jet leasing business, GE Capital Aviation Services (or GECAS), for billions of dollars. To this point, I will explain why the recent news should be viewed in a positive light.

 

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