United Technologies

A great company. You've done well if you have owned this for a long time. The combination with Raytheon will raise competition issues. Will this be a meaningful merger; how will it benefit UTX as an industrial company? They should be two separate entities. The merger will reduce organic growth opportunities for UTX. Depending on who the market deems the acquirer, one of these will sell off.

Going to focus on becoming in the aerospace and split off the carrier division and the OTIS elevator division. Exciting story.

(A Top Pick May 08/18, Up 12%) She has long held this. Aerospace, Otis Elevators and building products are their three sectors. 45% of their revenue stream is after-market, a recurring revenue stream (e.g. servicing Otis elevators or engines which are high-margin servicing contrcsts). This is defensive in an economic slowdown. They had a strong Q1 and raised their guidance, which they rarely do in Q1. Boasts 16x forward earnings.

It's currently pausing at $142, a level of resistance. He would sell it now, given the potential of falling.

It corrected last December, has seen a strong uptrend since and now he targets $145. He likes it. You want to be long cyclical stocks because we started a new 4-year economic cycle back in December.

Industrials tend not to be the best sector to be in at the late stages of the cycle. Good company but he is concern about a soft patch in the future.

A diversified industrial company. They plan to spin off divisions Carriere Air Conditioning and Otis Elevators as standalone entities, but keep their aerospace division. The companies would become more nimble to pursue opportunities. Attractively valued now and pays a yield over 2% that will grow. (Analysts’ price target is $140.48)

Health care in the last little while has been weaker vs more cyclical areas. 14% long-term growth rate. Decent dividend at 1.5%. Buy on these dips.

They've really ramped up after a serious oversell in Q4. A good stock for the States. But be careful entering this now, though he does see more upside. This stock could fade a bit after such a sudden run-up. The Fed could surprise upwards and that would hit UTX.

You're going to have to decide which of the 3 companies you want to keep after the split. Comes down to your portfolio, and how you're correlated. Going to want to keep aerospace, as the growth is great. Otis is more cyclical. Air conditioning is all based on consumers.

A lot of industrials including this are splitting into pieces. Time will tell is this strategy will work. But UTX is a good company. They manage their portfolio well, buying and selling smartly. Well-managed with a good cash flow and a decent multiple.

Looks positive and good volume. $126 limit and downside to $109. Fundamentals good. Likes large companies like this for their diversification.

Industrials don't tend to do well when people are worry about a recession. They are going through a break up now that tends to be positive for stocks as enhances shareholder value. December is usually good for the high beta cyclical names.

One of the last great conglomerates, now splitting into three companies. The street needs time to digest all this and decide which business they want to own. It's time to take a close look at UTX.