Can someone please explain what is going on with AER and AIG? Is AER required to pay AIG more than the current share price? Is the fact that AIG wants to sell a large number of shares a temporary risk to the share price? Does AER have to borrow money to buy the shares and therefore increase their debt risk?
Good to see GE holding up well in down markets. If we get a rally day, GE should hit $27.50 or so. Barring big negative world macro events, GE will be in the mid 30's by 2017. With the strong dividend, it is a clear strong buy IMHO. Strengthening Euro will help also.