United Technologies

UTX-N

NYSE:UTX

86.01
0.00 (0.00%)
United Technologies Corporation is an American multinational conglomerate headquartered in Farmington, Connecticut.
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Analysis and Opinions about UTX-N

Signal
Opinion
Expert
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.

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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.

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.

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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.

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.

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(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.

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.

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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.

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.

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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.

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.

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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.

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.

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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.

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.

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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.

WATCH
WATCH
September 21, 2017

He really likes the industrials. He likes companies that benefit from capital spending. This one fits in that camp. It had a sharp pull back and he would like to see the technical picture in place before he puts new money there.

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United Technologies (UTX-N)
September 21, 2017

He really likes the industrials. He likes companies that benefit from capital spending. This one fits in that camp. It had a sharp pull back and he would like to see the technical picture in place before he puts new money there.

TOP PICK
TOP PICK
September 12, 2017

A global provider of products and services for building services and aerospace. In the building service space, they provide equipment for heating, ventilation, air conditioning and security. This would include Carrier and Chubb. They also have a 34% share in Otis Elevators. Also, do aerospace components, engines, lighting, etc. They own Pratt and Whitney, an airplane manufacturer. Just announced the acquisition of Rockwell Collins, another aerospace manufacturer, which they expect to close a year from now. Dividend yield of 2.5%. (Analysts’ price target is $125.)

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United Technologies (UTX-N)
September 12, 2017

A global provider of products and services for building services and aerospace. In the building service space, they provide equipment for heating, ventilation, air conditioning and security. This would include Carrier and Chubb. They also have a 34% share in Otis Elevators. Also, do aerospace components, engines, lighting, etc. They own Pratt and Whitney, an airplane manufacturer. Just announced the acquisition of Rockwell Collins, another aerospace manufacturer, which they expect to close a year from now. Dividend yield of 2.5%. (Analysts’ price target is $125.)

BUY WEAKNESS
BUY WEAKNESS
September 5, 2017

Just acquired Rockwell Collins (COL-N) for $23 billion. He likes the company. A very well-run conglomerate. There are all sorts of divisions in it, and it is a leader in the all-important aviation industry. With this acquisition, they will be able to get enhanced pricing power. 1 + 1 is going to equal 3 in terms of their positioning and ability to extract profits in that whole aviation industry. The stock is down a little, so it may be an opportune time to add to your position. On any pullback, this should be bought.

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United Technologies (UTX-N)
September 5, 2017

Just acquired Rockwell Collins (COL-N) for $23 billion. He likes the company. A very well-run conglomerate. There are all sorts of divisions in it, and it is a leader in the all-important aviation industry. With this acquisition, they will be able to get enhanced pricing power. 1 + 1 is going to equal 3 in terms of their positioning and ability to extract profits in that whole aviation industry. The stock is down a little, so it may be an opportune time to add to your position. On any pullback, this should be bought.

TOP PICK
TOP PICK
August 24, 2017

It gets you into HVAC, defense, elevators and Aerospace. They have attractive long term secular growth prospects. (Analysts’ target: $125.50).

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It gets you into HVAC, defense, elevators and Aerospace. They have attractive long term secular growth prospects. (Analysts’ target: $125.50).

BUY
BUY
April 10, 2017

If infrastructure spending is going to be a major theme in North America then this will be a big beneficiary. They have a decent yield - 2.3%.

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If infrastructure spending is going to be a major theme in North America then this will be a big beneficiary. They have a decent yield - 2.3%.

COMMENT
COMMENT
March 16, 2017

Had owned this in the past and sold it about 3 years ago. It really wasn’t performing all that well, especially against its peer group. Thinks it is a better company today, and he gives management credit for that. There is a new CEO on board since he exited, and has done a fairly good job. They got rid of their Sikorsky helicopter business. The Goodrich acquisition has been fully integrated. They have a few headwinds. Their Carrier and Otis Elevator operations have some headwinds out of China. This is not a terrible choice.

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Had owned this in the past and sold it about 3 years ago. It really wasn’t performing all that well, especially against its peer group. Thinks it is a better company today, and he gives management credit for that. There is a new CEO on board since he exited, and has done a fairly good job. They got rid of their Sikorsky helicopter business. The Goodrich acquisition has been fully integrated. They have a few headwinds. Their Carrier and Otis Elevator operations have some headwinds out of China. This is not a terrible choice.

BUY
BUY
January 26, 2017

This has been a low volatile stock for over 20 years, so it is a great long-term investment. Technically it is coming out of a cup and handle type formation, and will probably be a name that does very well under Trump. A lower US corporate tax rate, which some people feel might come down to 20%, would certainly help.

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This has been a low volatile stock for over 20 years, so it is a great long-term investment. Technically it is coming out of a cup and handle type formation, and will probably be a name that does very well under Trump. A lower US corporate tax rate, which some people feel might come down to 20%, would certainly help.

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