Welcome to Industry Focus, the show that dives into a different sector of the stock market every day.

Today we're talking Energy and Industrials.

It's Thursday 2nd of November, and we're going to be weighing in on GE and discussing the rumor mill around the November 13th announcement.

Joining me in the studio is a long time host of the show and Motley full contributor Sean O'Reilly.

Good morning Sarah.

How does it feel to be back in the studio?

You know, I was just thinking to myself, I had, I got the headset on, I got the chair,

I got my computer in front of me, and I was like, I got like a flowy Zen state. I was like all time this is great.

So no yoga feed, it's like riding by studio. I do have to say once again the British accent is the greatest addition to the show it's like

like John Oliver is the best late night comedy show but it's not because like

although they do fantastic research but it's just the British accent.

I think you can have people writing and contesting them.

Really?

I mean Dylan sounds fun too but like.

So today we're going to be talking about GE as I said year to date the stock is down 36.5% so there's some very

some very annoyed GE investors.

In the October report, GE had its first profit miss in two and a half years.

The company cut, full year earnings targets and many analysts are speculating.

A dividend cut might be coming soon.

For some background, if you're just getting interested in GE it's been through a period of

divestitures to refocus on its industrial core.

So in the past few years they've sold off their real estate portfolio and while most of GE

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