Joshua Aguilar

CEO Larry Culp is effectively leading the firm through a multiyear turnaround.

It may not be a pound-the-table bargain, but we like it as a defensive stock.

We don't think so, and we're still confident in CEO Larry Culp.

Despite the risks posed by the 737 MAX groundings, GE maintained its long-term industrial free cash flow outlook in the quarter.

We're still evaluating the deal, but we don't expect a change to GE's fair value estimate.

We expect new CEO Culp will successfully lead a multiyear turnaround.

GE Healthcare's size would rank as one of the world's largest for a public healthcare company, but we're not making any changes to our fair value estimate on the news.

We are maintaining our fair value estimate as well as our very high uncertainty rating as the narrow-moat firm creates a new digital entity.

Selling part of BHGE sooner is a necessary move, in our view.

Our long-term outlook for the narrow-moat firm remains as new CEO Larry Culp begins his turnaround efforts.

We believe CEO Larry Culp will take action to close the gap between the stock's price and the firm's intrinsic value when it reports Tuesday.

Our long-term fundamental outlook for the firm remains intact, and we don't expect changes to our fair value estimate.

We don't plan to materially alter our $15.70 fair value estimate after the surprisingly timed move.

New CEO Rich Tobin unveiled plans to cut expenses by $100 million, but we're not making material changes to our fair value estimate as a result.

A cut in guidance has sent shares plunging, but we see no permanent deterioration in the fundamentals of the business.

Among a mostly fairly valued industrials sector, some good values remain.

We've changed the firm's economic moat rating to narrow and reduced our fair value estimate.

Experts examine how asset managers are leveraging artificial intelligence and other smart tools.

With volatile Apergy on its own, Dover is leaner and more focused.