perhaps my last response to you via this forum was a touch harsh (not intended).
I am not as optimistic about your forecast over the next two years. My ire is at Mr. Immelt and his BOD's. how they drove this company (balance sheet) into the ground.
I am on board with Mr. Culp's plan and execution. the debt bomb hanging over the company makes the financial stabilization to me more than your two more year outlook.
it will be interesting to see if Mr. Culp goes with what your type a 2% yield at some point or sticks with the Danaher model of low yield and growth via acquisition. right now neither is possible.
the pieces left of the business mostly engines and power are big ticket items, as I typed before macro economics play a part and the other competitors won't cede any business because GE is weak...
I hope you are right and I am wrong....time will be needed to see how this plays out, I guess I differ from you about the timeline Culp will need to fix this....