General Electric's Turbines Face Competition From Siemens

Power matters to General Electric Company (NYSE:GE). The segment generated more than 28% of industrial profit in 2016 and is GE's best-known activity, with gas turbines being its most important product. Indeed, GE's success with its market-leading H-class turbine has broken world records for efficiency and driven order growth at the segment. That said, there are reasons to believe GE might come under pressure in the future, and here's how and why it matters.

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Time to Sell FedEx Corporation Stock?

Given the 26% rise in FedEx Corporation (NYSE:FDX) stock in the last year, investors should reassess the value proposition of the stock. After all, as you can see below, FedEx has been trading at a higher valuation than where it was during most of the period since 2010, and it has had a cash outflow of $186 million in its fiscal year ending in May. In this article, I will focus particularly on the bear case against buying the stock and then follow up with the bull case in a future article.

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GE Sells a Business to ABB

The agreement by ABB Ltd. (NYSE:ABB) to buy the industrial solutions business of General Electric Co. (NYSE:GE) sheds new light onto the strategic plans of both companies, and arguably makes them more investable. Let's take a look at the deal and what it means for investors in both stocks.

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5 Takeaways From FedEx's Earnings

While the media's attention was firmly focused on the $300 million income hit from a cyberattack, FedEx Corporation's (NYSE:FDX) recent earnings presentations contained a whole lot more useful information for investors. Let's look at the five key takeaways from the earnings and how they might affect the investment thesis behind buying both FedEx and, by extension, United Parcel Service, Inc. (NYSE:UPS) stock.

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General Electric Should Sell its Healthcare Business

General Electric Company (NYSE:GE) CEO John Flannery has a job to do if he wants to restore investors' confidence in the blue chip industrial stock in 2017. Previous CEO Jeff Immelt's last earnings call saw management lower earnings and cash flow expectations to the low end of guidance ranges, and Flannery needs to start his tenure by setting a positive tone.

One way he could do so is by selling or spinning off GE Healthcare. Here's why.

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General Electric and United Technologies Are Facing Changes

By coincidence, General Electric Co. (NYSE:GE), and United Technologies Corp.(NYSE:UTX) are both under significant pressure to undertake far-reaching strategic restructurings. Let's take a look at what's going on, and how these changes might affect the investment proposition for each stock.

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FedEx Earnings Analysis

By now, most investors know that FedEx Corporation (NYSE:FDX) was hit by a malware attack earlier this year. The impact was significant, with a $300 million income hit to FedEx's newly acquired TNT Express business.

With that in mind, let's take a broad-based view at FedEx's fourth-quarter earnings.

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Parker Hannifin, Emerson Electric, Stanley Black & Decker

Investors in industrial companies Parker-Hannifin Corp (NYSE:PH), Stanley Black & Decker, Inc. (NYSE:SWK) and Emerson Electric Co. (NYSE:EMR) have all seen their stocks rise strongly in 2017, only to correct after their last set of results and then bounce back. With the recovery in U.S. industrial production now firmly in place, is this a good time to sell and look for the next investment? Alternatively, are these stocks still a good value?

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Owens Corning is a Very Attractive Stock

Despite a stellar rise in its stock price this year, shares of Owens Corning (NYSE:OC) still offer investors a good value. While other areas of the stock market are starting to look expensive, Owens Corning's stock price rise has been backed by earnings guidance hikes and ongoing strategic improvements which are preparing the company for good long-term growth.

There are two key arguments that make it a good buy, which I'll go into in detail below:

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Rockwell Automation; A Stock o Buy?

Following a strong run in 2017, the stock price of Rockwell Automation (NYSE:ROK) corrected a bit following the third-quarter earnings report. In general, it's been a good year for the industrials sector, as U.S. industrial production growth has picked up, creating earnings tailwinds for companies such as Rockwell that have heavy exposure to cyclical capital spending.

That said, the industrials sector could face a tricky period in the second half of 2017. Does that mean it's time to sell stock in Rockwell Automation?

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Best Railroad Stocks to Buy

Railroads are always worth looking at for those seeking good dividend growth prospects. But since no two railroads will have exactly the same dividend or growth potential, let's consider which ones are best for income seekers.

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2 Dividend Aristocrats to Buy?

Income-seeking investors love buying dividend aristocrats -- stocks that have increased their dividends for more than years -- so when their stock prices fall it's a good idea to look at buying them. As you can see below, automotive and industrial replacement parts distributor Genuine Parts Company (NYSE:GPC) and industrial supply company WW Grainger Inc (NYSE:GWW)have significantly underperformed the S & P 500 so far in 2017, with Amazon.com(NASDAQ:AMZN) playing a big role in both declines. Let's take a closer look at whether these stocks are worth buying right now.

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Key Takeaways From Deere & Co Earnings

The strong run-up in the stock price of Deere & Company (NYSE:DE) was rudely interrupted by the negative reaction to the recent third-quarter earnings report. Why did the market react like this when the company raised full-year net income guidance from $2 billion to $2.075 billion? To try answering this question, let's look at the five key takeaways from the earnings presentations

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Why Caterpillar Stock is Soaring

Caterpillar Inc. (NYSE:CAT) investors have enjoyed watching their stock appreciate nearly 24% in 2017 and 38% in the past year, so perhaps now it's time to take a step backward and look at just what's happened to propel the price higher. The construction and mining equipment company has outperformed the S&P 500 by some 15% this year, so clearly there's something stock-specific going on. 

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Siemens Earnings and Fall Through for GE Investors

It's been a difficult year for General Electric Company (NYSE:GE) investors as they have watched their stock decline 22% year to date while the S&P 500 is up by more than 8%. The decline is largely due to the company lowering expectations to the bottom end of its guidance ranges, amid disappointing performance from its oil and gas and power segments. While the oil and gas issue looks to be a case of expectations being set too high, the power segment's issues could be more troubling in the long term. In order to get more color on what's going on in GE's power segment, let's take a look at what its key rival Siemens AG (NASDAQOTH:SIEGY) said in its recent results.

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CSX Corp Earnings Analysis

Investors hoping that CSX Corp. CEO Hunter Harrison will bring about the operational improvements required to justify the optimism that's currently baked into its stock price may want to benchmark its performance against peers Union Pacific Corp. and Norfolk Southern Corp. The former is its closest peer in terms of valuation, and the latter is its most important direct competitor. In this line of thought, let's take a look at what Harrison needs to do at the freight railroad operator, and whether its most recent earnings report suggests he's starting to make a difference.

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