A similar motive has driven General Electric ( GE) to constantly remind us they are going back to their industrial roots, while shrinking their financial services division. Never mind that revenue from GE's financial services unit still accounted for nearly $12 billion, or about one third of the first quarter total, when GE earnings came out last month. In fact, financial services revenue grew during the quarter, compared to a year ago, while the rest of the company saw sales decline.

Financial companies have been a big part of the recent stock market rally, while Apple shares have stalled of late. Still, if you actually make stuff that people like, you will always have a political advantage, which needs to be factored into your share price.

-- Written by Dan Freed in New York.

Disclosure: TheStreet's editorial policy prohibits staff editors, reporters and analysts from holding positions in any individual stocks.

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