### Comment:
In the case of GE, he may eventually be onto something. If they get bailed out, they'll eventually recover to an $8-10 stock. They'll be forced to sell off more of their businesses and become lean.

### REPLY:
GE could be potentially a huge play with upside potential if the issue is primarily focused on their LTC unit. From what I read the guy who did the forensics is basing his estimates off of other companies valuations of their ltc units. There’s very little credibility to go off of without knowing the underlying risk pool is.

### END.