3 Quotes by Robert Gowen

Revenues were a little bit light, yet they made their quarter.

This is a super quality company with great management that is already getting a premium to the S&P. Unfortunately people aren't willing to pay 22 times forward earnings.

If you take a large chunk of GE's EPS dedicated to financial services and put a 10 multiple on that, then you're paying a tremendous amount for the rest of the business.