General Electric (GE) benefits from both macro tailwinds, secular themes and company-specific initiatives, making it an attractive way to invest in a best-in-class global industrial conglomerate. Action Alerts PLUS Portfolio Manager Jim Cramer and Director of Research Jack Mohr discuss why they initiated a new position in General Electric and brought the company out of the bullpen and into their portfolio. Fed Chairwoman Janet Yellen's dovish speech, which provided us with a compelling macro backdrop to own a best- in-class global industrial conglomerate like GE.