1. GE May Unload Businesses to Appease Trian, But Don't Expect a Breakup

    GE May Unload Businesses to Appease Trian, But Don't Expect a Breakup

    General Electric Co. ( GE ) may sell additional businesses as investor Trian Partners pressures CEO Jeffrey Immelt to meet aggressive performance targets, but there's little chance the 127-year-old American icon will break itself up the way another of the activist's manufacturing holdings did...

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    1. We view the chances that GE busts up to be almost nil.
    2. It's all about confidence right now.
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