General Electric ( GE) weighed on the markets, which ended mixed on Friday.

The Dow Jones Industrial Average declined 45.24, or 0.56%, to 8,077.56, while the S&P 500 added 4.45, or 0.54%, to 831.95. The Nasdaq rose 11.80, or 0.81%, to 1,477.29.

Dylan Ratigan, the moderator of CNBC's "Fast Money" TV show asked the panel to comment on GE's big hit on earnings in the last quarter. He wondered whether the company is at a crossroads where it is going to meet its dividend and hold on to its Triple-A credit rating or not.

Guy Adami said the market is treating it like a bank because 52% of its revenue comes from GE Capital, which saw its profits decline 67% for the quarter. Still, he said he saw value in the non-financial side of the company such as its energy infrastructure business, where profits were up 11%.

Jeff Macke said he wasn't comfortable with the lack of transparency in its financial side of the business. Karen Finerman said it wouldn't be shocking to her if the company accessed a government program on the condition that the dividend is cut or reduced.

In an idea that appealed to Finerman, Adami said the company might be better off targeting a dividend yield of 5 to 6% and allowing the dollar amount to float.

Ratigan shifted the discussion to the battered banking sector. Macke said he bought shares of Bank of America ( BAC) and Citigroup ( C) on the belief that there isn't any more bad news left to drag down the companies.

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