Steve Roukis
Steve Roukis
bill consensus gates general ideas investment listen miss people spoke warren
I miss his charisma. People listen to Warren Buffett for investment ideas and Bill Gates for technology. There was a general consensus that when Greenberg spoke about insurance, you wanted to listen.
franchise hurt interest negative net retail
The big negative is their retail franchise was weak, hurt by contracting net interest margin.
economic looking next three
Looking at the next two to three years, you need a real economic dislocation to weaken GE.
corporate investment investors key strength
A key thing investors wanted to see was strength in corporate and investment banking, and we got that.
industrial peers raised reason stock
If the stock is off for any reason today, it's because some of the other industrial peers raised expectations.
positive
It's positive that AIG settles. AIG has more than enough capital.
beginning earnings momentum next several strong
You're still in the beginning of the upturn in its long-cycle businesses, and that's why it's projecting very strong earnings momentum for the next several quarters.
deserves diversity due premium
It deserves a premium due to its scale, diversity and growth.
fda letter time warning
Any time you get an FDA warning letter it is negative.
bear income positive volume
What's specifically positive about Bear is that they're getting more M&A volume and other non-fixed-income revenue.