General Electric Company ( GE 1.25% ), up 11% over the past year, has been transforming itself lately, becoming much more of an energy company, with oil and gas now its fourth-largest revenue generator. Part of General Electric's transformation involves spinning off its sizable retail finance business. GE's fourth quarter featured revenue up 3% over the year-ago quarter, earnings per share up 20%, and its order backlog growing by 8% to a record $244 billion. The company's CEO buying millions of dollars worth of shares is appealing, too. GE stock yields 3.4%.