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Why GE Is The Number One Large Cap Pick, According to Heymann
Manage episode 182828571 series 1504388
William Blair's Nick Heymann tells Tom Keene and David Gura why GE is "hands down" the number one large cap pick. Prior to that, Nicholas Burns, a professor at Harvard's Kennedy School, says the U.K. is searching for an identity. Robert Sinche, a global strategist at Amherst Pierpont, says markets are underestimating the Fed. Finally, Jeff Sprague, the founder of Vertical Research Partners, says GE's cash flow isn't poor but there's been a large disconnect with earnings.
See omnystudio.com/listener for privacy information.
3331 episodes
Manage episode 182828571 series 1504388
William Blair's Nick Heymann tells Tom Keene and David Gura why GE is "hands down" the number one large cap pick. Prior to that, Nicholas Burns, a professor at Harvard's Kennedy School, says the U.K. is searching for an identity. Robert Sinche, a global strategist at Amherst Pierpont, says markets are underestimating the Fed. Finally, Jeff Sprague, the founder of Vertical Research Partners, says GE's cash flow isn't poor but there's been a large disconnect with earnings.
See omnystudio.com/listener for privacy information.
3331 episodes
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