GE -- November 13, 2022

This is not an investment site. No recommendations. Usual disclaimers apply. 

For investors with a 30-year horizon:

• EVs are going to be an albatross around the necks of auto manufacturers for decades;
• best scenario: EV industry survives, but investors make "no" money
• worst scenario: EV industry goes the way of crypto
• renewable energy:
• lots of "ink," but at best, a niche sector
• healthcare: toughest sector for investors?
  
• aviation is going to be huge -- but it will take another five years to work through the pilot shortage
• with a 30-year horizon, five years will go by quickly;
• more importantly, opens up a great opportunity for those airlines (passenger and cargo) that navigate the shortage the best.
• but the real money: the infrastructure -- planes, engines, digital -- not operations.
  

On the way to looking up something else, I got distracted by this, after seeing the Barron's article (see below). 

GE "demerging": 

On November 9, 2021, the company announced it would demerge into three investment-grade public companies.

On July 18, 2022, GE unveiled the brand names of the companies it will create through its planned separation: GE Aerospace, GE HealthCare and GE Vernova.

The new companies will be focused on aerospace, healthcare, and energy (renewable energy, power, and digital).

The first spin-off of GE HealthCare is planned for the first week of January 2023, to be followed by the spin-off of GE's portfolio of energy businesses which plan to become GE Vernova in 2024.

Following these transactions, GE will be an aviation-focused company, renaming itself as GE Aerospace, and will be the legal successor of the original GE.

GE "ad campaign":

• ad campaign, the next era of GE: three business divisions: healthcare; aerospace, and energy.

Getting the most press? 

News:

• will spin off its healthcare division
• will re-structure it's energy business
• renewable energy is costing GE money
• but you have to read deeply and in-between the lines to get an idea of how bad it really is

Link here:

3Q22 CALPERS, link here.

Ticker, one year:

One way to play this:

• accumulate GE today through the end of the year
• take the GE healthcare spin-off and put it back into GE (aviation and energy)
• accumulate the "new" GE throughout 2023, and then,
• take the GE Energy spin-off and put it into GE Aviation

Again, this is not an investment site; no recommendation; usual disclaimers apply.