GE

[hendi_alex]

GE has over sized exposure to the energy sector, and is most heavily skew toward oil and gas. The company is scheduled to share its 2015 outlook with investors and that could generate some more downside in the share price. I'm holding existing shares, but will not add until the energy related risk gets factored into share price. The article linked below says that 25% of GE's revenue from the industrial segment comes from the oil and gas division. I would think that contracts go out quite far, so perhaps 2015 won't be hit quite so hard, but IMO investors will still punish because of fear of erosion in future contracts.

Will General Electric's 2015 Oil and Gas Outlook Scare Investors?