May 2, 2012
The following video is part of our "Motley Fool Conversations" series in which industrials editor/analyst Brendan Byrnes and industrials editor/analyst Isaac Pino discuss topics across the investing world.
In today's edition, Brendan and Isaac continue their series "1 Dividend to Buy, 1 Dividend to Sell." Isaac is bullish on General Electric. He thinks the company has plenty of room to run, especially with its renewed focus on its energy infrastructure segment. He thinks GE has room for growth in this segment internationally and likes the steps GE has taken to reduce risk in its GE Capital segment. Meanwhile, Brendan is bearish on RR Donnelley. The company sports a huge 8.1% dividend, but Brendan wonders how sustainable it is considering RR Donnelley lost more than $300 million last quarter and sports a hefty debt load. Brendan also isn't optimistic about the printing industry in the long term, which he considers to be a declining industry.
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