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General Electric: Don't Leave The Party As Long As The Music Is Playing

According to media reports, General Electric might sell a $30 billion specialty finance portfolio to Wells Fargo.

The rumors come less than a week after General Electric sold its corporate aircraft finance portfolio.

General Electric is far ahead of its plan with its proposed GE Capital asset sales.

With General Electric's transformation being ahead of schedule, I wouldn't be surprised if GE's stock outperformed moving forward.

Just a couple of days ago, General Electric (NYSE:GE) made headlines again. Not so much because the company pulled off another deal, or because regulators derailed one of the company's past deals, but because renowned activist value investor Nelson Peltz bought a whopping $2.5 billion stake in the transforming industrial conglomerate. Trian Fund Management's involvement was positively received by General Electric's shareholders, for obvious reasons: First of all, GE's stock popped after news spread that Peltz is now a top GE shareholder. Further, it was to be expected that Peltz would push General Electric's management to...