United Technologies

UTX-N

NYSE:UTX

146.99
1.73 (1.19%)
United Technologies Corporation is an American multinational conglomerate headquartered in Farmington, Connecticut.
More at Wikipedia

Analysis and Opinions about UTX-N

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
September 12, 2018

(A Top Pick August 24/17, Up 19%) Still likes the name, but wanted to protect the portfolio. An 11-12% growth rate, decent dividend, diversified. Sold it to buy healthcare names. Want to own this mid-cycle. If we still have a couple of years of growth, and if trade concerns start to abate, names like this and Honeywell will do well.

United Technologies (UTX-N)
September 12, 2018

(A Top Pick August 24/17, Up 19%) Still likes the name, but wanted to protect the portfolio. An 11-12% growth rate, decent dividend, diversified. Sold it to buy healthcare names. Want to own this mid-cycle. If we still have a couple of years of growth, and if trade concerns start to abate, names like this and Honeywell will do well.

Stan Wong
Director & Portfolio Manager, Private Wealth Management, ScotiaMcleod
Price
$133.890
Owned
No
PAST TOP PICK
PAST TOP PICK
September 11, 2018

(A Top Pick September 12, 2017. Up 24%). This is a large US industrial company with 4 divisions. Pratt Whitney makes the engines for several types of aircraft. They are ramping up on a new engine and probably have the manufacturing problems behind them. They also own Otis Elevator, an Aerospace division and a division that makes climate controls. They are well-positioned for increased urbanization and for air travel. They have a recurring revenue stream from the service contract attached to their original equipment contract. Recurring revenue accounts for 40 to 45% of their overall revenue, making the business less cyclical than other industrials. They are growing through another acquisition (Rockwell Collins) and have raised their guidance in the first and second quarter. She sees this as a high-quality large-cap industrial company.

United Technologies (UTX-N)
September 11, 2018

(A Top Pick September 12, 2017. Up 24%). This is a large US industrial company with 4 divisions. Pratt Whitney makes the engines for several types of aircraft. They are ramping up on a new engine and probably have the manufacturing problems behind them. They also own Otis Elevator, an Aerospace division and a division that makes climate controls. They are well-positioned for increased urbanization and for air travel. They have a recurring revenue stream from the service contract attached to their original equipment contract. Recurring revenue accounts for 40 to 45% of their overall revenue, making the business less cyclical than other industrials. They are growing through another acquisition (Rockwell Collins) and have raised their guidance in the first and second quarter. She sees this as a high-quality large-cap industrial company.

Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$133.610
Owned
Yes
TOP PICK
TOP PICK
August 8, 2018

A high quality global industrial company. They have 4 divisions. They make engines for planes. The original equipment is purchased from them and then they continue to generate a revenue stream from servicing the equipment. A high quality company. (Analysts’ price target is $152.18)

A high quality global industrial company. They have 4 divisions. They make engines for planes. The original equipment is purchased from them and then they continue to generate a revenue stream from servicing the equipment. A high quality company. (Analysts’ price target is $152.18)

Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$134.710
Owned
Yes
COMMENT
COMMENT
July 24, 2018

He used to own it. A great industrial company involved in airplane parts, Otis Elevators and Carrier air conditioners. UTX has centered their technology on the gear turbo fan, an improvement on airplane jet engines with 10% more fuel efficiency, but it's a more complex engine. UTX had issues manufacturing some of the parts. This slowed them down. They have since solved them, so they shoud be on a roll. He likes this stock and may look into it.

He used to own it. A great industrial company involved in airplane parts, Otis Elevators and Carrier air conditioners. UTX has centered their technology on the gear turbo fan, an improvement on airplane jet engines with 10% more fuel efficiency, but it's a more complex engine. UTX had issues manufacturing some of the parts. This slowed them down. They have since solved them, so they shoud be on a roll. He likes this stock and may look into it.

Bruce Murray
CEO & Chief Investment Officer, The Murray Wealth Group
Price
$134.240
Owned
No
COMMENT
COMMENT
June 15, 2018

We own Raytheon and General Dynamics. United gets soft at this time in the summer. Big swing and double top, but nice little trend. Take the ITA etf, compare it to UTX and see how it’s operating. If down around $110, may be something else going on. Good spaces to be in seasonally right now.

We own Raytheon and General Dynamics. United gets soft at this time in the summer. Big swing and double top, but nice little trend. Take the ITA etf, compare it to UTX and see how it’s operating. If down around $110, may be something else going on. Good spaces to be in seasonally right now.

Hap (Robert) Sneddon FCSI
Chief Portfolio Manager & Founder, Castlemoore Inc.
Price
$126.910
Owned
No
TOP PICK
TOP PICK
May 8, 2018

A US industrial company with four divisions, including Otis Elevators and aerospace. Their engine business is doing well. They're closing on an acquisition that'll expand their aerospace position.They raised guidance in Q1, which they rarely do. Well-run and good management. Good balance sheet. Pays a 2.5% dividend. (Analysts' price target $146.35)

A US industrial company with four divisions, including Otis Elevators and aerospace. Their engine business is doing well. They're closing on an acquisition that'll expand their aerospace position.They raised guidance in Q1, which they rarely do. Well-run and good management. Good balance sheet. Pays a 2.5% dividend. (Analysts' price target $146.35)

Christine Poole
CEO & Managing Director, GlobeInvest Capital Management
Price
$121.790
Owned
Yes
DON'T BUY
DON'T BUY
May 7, 2018

It is doing well and so is not a buy for him. They are doing a good job of making acquisitions and buying back shares.

It is doing well and so is not a buy for him. They are doing a good job of making acquisitions and buying back shares.

Lorne Steinberg
President & Portfolio Manager, Lorne Steinberg Wealth Management Inc
Price
$120.890
Owned
Unknown
HOLD
HOLD
April 27, 2018

He would sell this and buy GE. The valuation is double that of GE on a per sales basis. If you are optimistic of global economic growth and confident Mr. Trump won’t create a trade war, it is a good hold.

He would sell this and buy GE. The valuation is double that of GE on a per sales basis. If you are optimistic of global economic growth and confident Mr. Trump won’t create a trade war, it is a good hold.

David Dietze
Founder, Pres. & Chief Investment Strategist, Point View Wealth Management
Price
$122.460
Owned
No
DON'T BUY
DON'T BUY
February 21, 2018

He prefers another name, because he feels as a conglomerate it will trade for less than the sum of the parts. He is not a fan of all their businesses – such as HVAC. Elevators and escalator growth in China has proven to be difficult to add the maintenance contracts as in Europe, North America and Japan. There are better companies.

United Technologies (UTX-N)
February 21, 2018

He prefers another name, because he feels as a conglomerate it will trade for less than the sum of the parts. He is not a fan of all their businesses – such as HVAC. Elevators and escalator growth in China has proven to be difficult to add the maintenance contracts as in Europe, North America and Japan. There are better companies.

David Fingold
VP and Portfolio Manager, Dynamic Funds
Price
$129.260
Owned
No
PAST TOP PICK
PAST TOP PICK
January 25, 2018

(A Top Pick Jan 13/17. Up 28%.) Just hit new all-time highs. Has very nice dividend growth. You're looking at a 9% long-term growth rate in terms of EPS. They are acquiring Rockwell Collins, making it the world's largest aerospace supplier. That could set the stage for an eventual breakup of this conglomerate.

(A Top Pick Jan 13/17. Up 28%.) Just hit new all-time highs. Has very nice dividend growth. You're looking at a 9% long-term growth rate in terms of EPS. They are acquiring Rockwell Collins, making it the world's largest aerospace supplier. That could set the stage for an eventual breakup of this conglomerate.

Stan Wong
Director & Portfolio Manager, Private Wealth Management, ScotiaMcleod
Price
$137.750
Owned
Yes
DON'T BUY
DON'T BUY
December 7, 2017

Their earnings profile has been in decline. They have been beating because they were communicating with the street very well. They have global growth. However he thinks there are more interesting opportunities.

Their earnings profile has been in decline. They have been beating because they were communicating with the street very well. They have global growth. However he thinks there are more interesting opportunities.

Cameron Hurst
Chief Investment Officer, Equium Capital Management
Price
$122.400
Owned
Unknown
COMMENT
COMMENT
November 21, 2017

A conglomerate, which makes it harder to analyse. Some of their businesses are on the upswing and some are on the downswing. He would rather be more focused, unless it is very deeply discounted, which he doesn’t believe it is.

United Technologies (UTX-N)
November 21, 2017

A conglomerate, which makes it harder to analyse. Some of their businesses are on the upswing and some are on the downswing. He would rather be more focused, unless it is very deeply discounted, which he doesn’t believe it is.

David Fingold
VP and Portfolio Manager, Dynamic Funds
Price
$117.040
Owned
Unknown
BUY
BUY
October 18, 2017

This is in the right sector. The group is going to continue to do well. This company has about 25%-26% of its revenue that comes from Pratt & Whitney. They have about 25% that comes from their space system. This fits into the aerospace sector.

This is in the right sector. The group is going to continue to do well. This company has about 25%-26% of its revenue that comes from Pratt & Whitney. They have about 25% that comes from their space system. This fits into the aerospace sector.

David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$119.180
Owned
No
COMMENT
COMMENT
October 12, 2017

Trading at about 18X earnings with about a 10% growth rate. The acquisition of Rockwell fills a good gap for them. The stock moved down, but is now starting to push back higher. It is at about the 200-day moving average and things are moving nicely for them. The industrial space is a place you want to be in an expansionary environment.

Trading at about 18X earnings with about a 10% growth rate. The acquisition of Rockwell fills a good gap for them. The stock moved down, but is now starting to push back higher. It is at about the 200-day moving average and things are moving nicely for them. The industrial space is a place you want to be in an expansionary environment.

Stan Wong
Director & Portfolio Manager, Private Wealth Management, ScotiaMcleod
Price
$118.820
Owned
Yes
COMMENT
COMMENT
October 4, 2017

From the last quarterly earnings, they are raising their adjusted EPS range, so that they are looking at $6.45-$6.60 in earnings. There is organic growth of 3%-4%. If the US$ were to continue to fall, the big multinationals would benefit because, instead of the foreign exchange headwinds, they would get a tailwind. He has no problem with this one.

From the last quarterly earnings, they are raising their adjusted EPS range, so that they are looking at $6.45-$6.60 in earnings. There is organic growth of 3%-4%. If the US$ were to continue to fall, the big multinationals would benefit because, instead of the foreign exchange headwinds, they would get a tailwind. He has no problem with this one.

David Driscoll
President & CEO, Liberty International Investment Management Inc
Price
$117.630
Owned
No
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