Morningstar's Heather Brilliant says better revenue opportunities exist in the U.S. now than in foreign markets, and investors should demand discounts for firms with large non-U.S. sales footprints.
With industrial orders rising, stabilization at GE Capital, and dispositions of non-core assets complete, General Electric is on track for a solid few years of results, says Morningstar's Daniel Holland.
Morningstar analyst Daniel Holland believes GE will return capital produced by its stabilizing businesses and assets sales to shareholders rather than splurge on acquisitions.