The big negative is their retail franchise was weak, hurt by contracting net interest margin.

Any time you get an FDA warning letter it is negative.

At the end of the day the market moves to earnings.

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.

A key thing investors wanted to see was strength in corporate and investment banking, and we got that.

Looking at the next two to three years, you need a real economic dislocation to weaken GE.

It's still good momentum. Cash flow for the year was up significantly.

It deserves a premium due to its scale, diversity and growth.