GE: Commercial Aviation Upcycle Could Lift Results Despite Oil Weakness & A Smaller GE Capital

The industrial conglomerate is coming off a good performance in the first three quarters of 2014, in which its revenue and profit rose on higher shipments of airplane engines and oil & gas drilling equipment. In the fourth quarter, we anticipate GE's aviation business to continue to drive growth in its results. However, this growth will be tempered by falling revenue and profit from a smaller GE Capital. Separately, we will be noting the cost reduction that GE is able to achieve in its industria...