On yahoo I went and looked @ some of the earnings / share ratios you can get. AA is 20% GE is 10% may we be a bit oversold?
Certainly not when used on single securities! 'Wonder if he bought some BS or LEH when their EPS looked so attractive too?
GE is a solid stock. It's beat down on GE Capital exposure in my view. @17 it was a no brainer for a quick pop and an outstanding lt play. However, how deep does GE's financial exposure go?