Opinions Mike S. Newton, CIM FCSI
Stanley Works, TheSWKWATCHMay 22, 2020
This company has paid a dividend for 144 consecutive years. Primarily a tool and storage business and they own a 20% interest in a lawn and garden business, which they hope will grow to account for 20% of annual revenues. The tariff situation did not help them. It should do well when the economy picks up. Yield 2.5%
$121.96
Stock price when the opinion was issued
$82.96
As of Jun 11, 2026. Market Open.
misc industrial products
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BUY
Still likes it. Today it sold its low-margin, security business. Demonstrates very strong portfolio management. Accelerating stock buyback program, which will help boost earnings. Focus on growing global tool business. Well financed and managed. Innovative.
John O'Connell, CFAOwned
misc industrial products
BUY ON WEAKNESS
TOP PICK
incorrect PT given Trades around 14x earnings. A long-term grower. Its dividend for the last 5 years has been growing 5% annual with overall growth even higher. You should be earning 15% returns annually looking forward.
John O'Connell, CFAOwned
misc industrial products
BUY
One of the best run industrial companies in the US. Multinational, continues to consolidate, highly innovative, pandemic tailwinds. Great long-term, secular growth story. Trump tariffs hurt them, as well as the weaker USD. Trades at 18x earnings, a good time to buy.
John O'Connell, CFAOwned
misc industrial products
BUY
Something's wrong with the market this earnings season--a company reports great numbers, but the market shrugs because she stock has already roared. This happened to SWK which posted a monster earnings beat including 31% organic growth and raised their full-year earnings broadcast. Shares initially fell till it fell to 19x the midpoint of its new earnings. This is a steal.
misc industrial products
BUY
Great long-term play. After the election, if trade wars settle down, this could be a beneficiary of relaxed tariffs. Great job of managing through a difficult environment. Last quarter had blockbuster earnings.
John O'Connell, CFAOwned
misc industrial products
BUY
He chooses stocks that he'd hold forever, like this one, riding its ups and downs. They continue to execute well and are innovative. They continually reinvest to improve products and to expand internationally.
John O'Connell, CFAOwned
misc industrial products
PAST TOP PICK
(A Top Pick Dec 13/18, Up 35%) It’s being beaten up by the tariffs since they make tools. It continues to fight through it and slow economic growth. It’s still a cheap company that can be a huge winner. A well run company that you can still buy today.
John O'Connell, CFAOwned
misc industrial products
