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These days, it is clear that General Electric (NYSE:GE) has very few friends in the market. If we read the financial news headlines, it might actually look like GE has zero friends in the financial investment markets. But these are the types of one-sided situations that lead to significant turnaround possibilities once there are no sellers left in the market. Is this the scenario that is unfolding for GE? It is still early to tell. But, in our view, most of the bad blood is out of the market. There are macro factors that support the outlook for the company, and recent managerial decisions at GE have been encouraging. We like the risk-reward dynamic that currently exists in General Electric - and we believe that the time is now to buy into this beaten-down behemoth.
