The following video is from Monday's MarketFoolery podcast, in which host Chris Hill and analysts Ron Gross and Jason Moser discuss the top business and investing stories of the day.

In his letter to shareholders, General Electric (GE -0.60%) CEO Jeff Immelt says that increasing the company's dividend is his top priority. GE plans to return $18 billion to shareholders this year in dividends and share buybacks. What does the news mean for investors? In this installment of MarketFoolery, our analysts talk about the future of GE.

For GE, the recent financial crisis struck a blow, but management took advantage of the market's dip to make strategic bets in energy. If you're a GE investor, you need to understand how these bets could drive this company to become the world's infrastructure leader. At the same time, you need to be aware of the threats to GE's portfolio. To help, we're offering comprehensive coverage for investors in a premium report on General Electric, in which our industrials analyst breaks down its multiple businesses. You'll find reasons to buy or sell GE today. To get started, click here now.

The relevant video segment can be found between 1:27 and 5:22.

For the full video of today's MarketFoolery, click here.