Gabelli Funds portfolio manager Tony Bancroft previews GE Aerospace (GE) earnings, expecting continued commercial travel and services growth despite higher oil prices and Middle East uncertainty, alongside support from defense spending. He highlights GE’s strong cash flow, $200 billion-plus backlog, LEAP engine demand and potential acquisitions aimed at easing supply-chain bottlenecks. Bancroft remains bullish on GE long term, while Tom White outlines a neutral-to-bullish example options trade ahead of earnings.
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