«I hardly expect to have any surprises, ... The surprise will come from GE helping people understand what can be done and will be done in the future. Instead of telling you a bunch of random numbers, we in fact may have ability to build a relevant quarterly earnings model.»

«[Welch had all the legal antitrust issues worked out but failed to consider industry reaction to the mega-deal.] GE was taking its cake and eating it, too, ... You can't have it that way and the whole industry ganged up against him.»

«Everybody knows that Honeywell has exposure to the air transport industry, ... I think to some extent that gets mischaracterized because it is offset by defense and space, but the adjust to air traffic (after the attacks) is real.»

«What's driving the stock down? It looks like Home Depot is not a place where Whirlpool is going to be selling in the near term,»

«We have decided to take the unusual step and reduce our rating on WHR to Sell to reflect what we strongly believe is the potential for significant near-term downside risk due to a series of massive changes rapidly altering the historic ways the appliance business is conducted in North America, ... The net result of this change will, in our opinion, be a slow, but steadily building decline in market share for WHR, accompanied by steadily increasing pricing pressures, which we believe could far disproportionately impact Whirlpool versus other manufacturers.»

«The stock is over-discounted because of massive issues with credibility, ... They told us they'd be OK earlier this week.»

«Lockheed is hedging its bets just in case it lost out on the Joint Strike Fighter contract. Northrop has a lot of the avionics that go onto military aircraft,»

«As one of the largest lenders to each carrier and having gone through more than 200 airline bankruptcy proceedings as a lender over the past three decades, we believe GE is very well positioned to ensure its shareholders' interests are adequately protected,»

«They last thing they are going to do is reduce leverage and buy back shares, ... This is all good news. Their stock's been down.»

«They last thing they are going to do is reduce leverage and buy back shares. This is all good news. Their stock's been down.»