Honeywell International (HON)

Industrials have come back really nicely, and this one has been a great company. They have grown their dividend 12% a year over the last 8-9 years. Growing their earnings at 12%-13%. They are in 3 major markets, smart automotive, smart home automation and aircraft monitoring systems. Dividend yield of 2.06%.

Probably one of the best managed industrials there is in the US. It is about 40% in aerospace and 30%-35% in controls and sensors. Has done extremely well through this time of a strong US$. However, the dollar is not going to be a point of discussion in a month or 2.

This is one that he missed. It has done very, very well for investors. One of the premier industrials in the US.

Loves it. His model price is $107.80 or a 5% upside. Buy on any pullback to $90.

United Technologies (UTX-N) or Honeywell (HON-N) for the long-term? 2 very good companies. This has broad industrial exposure. Very stable, consistent cash flow. A very good, well run company. Expects this one is fairly valued. You will get some decent high single-digit earnings growth out of this, but UTX has a significant amount of torque to the operations, especially in going into global recovery in industrial spending.

This company has done well, but she prefers United Technologies (UTX-N) which has a bigger presence in China. Although the absolute growth in China is better than other parts of the world, it has been slowing, which is a negative for United Technologies, but earnings are a little less cyclical in a downturn.

Having their investor day this week. Near an all time high. Cyclical. Prefers UTX.

Historically has a period seasonal strength right through until the beginning of May. Technicals are also very strong with a chart showing a straight upward trend, above its 20 day moving average and outperforming the market. The 3 positive technicals tell you to continue to own and even buy some more.

Defense department related. A one off. He expected the defense part of their business to be weak. Management has done a great job. Not that worried. It is a blip.

The industrial sector is an area that investors are starting to rotate from. This one hit a brand-new high today. Great company. Consistent growth at about 10%. Paying around 16X earnings. 2% dividend will probably increase over time.

(A Top Pick May 3/12. Up 23.65%.) Still likes this one. It is an unappreciated industrial conglomerate. Involved in aerospace, automotive and HVAC. Management has quietly done a very good job. Still a Buy. Thinks you can get 20% more out of this company.

Trading at 15X forward earnings and has a 10% growth rate. Great sector to be in and he likes the name. 2.2% dividend.