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
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.

TOP PICK
TOP PICK
January 13, 2017

He likes the industrial and the defence spending space, and this company really benefits from both areas as their product includes aircraft, engines, elevators, escalators, climate control, etc. They’re going to benefit, not only from the recovery economy, but also that Trump is going to be putting money back into infrastructure and defence spending. Dividend yield of 2.4%. (Analysts’ price target is $116.50.)

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He likes the industrial and the defence spending space, and this company really benefits from both areas as their product includes aircraft, engines, elevators, escalators, climate control, etc. They’re going to benefit, not only from the recovery economy, but also that Trump is going to be putting money back into infrastructure and defence spending. Dividend yield of 2.4%. (Analysts’ price target is $116.50.)

COMMENT
COMMENT
August 31, 2016

Although this is aerospace, they also have a lot of other businesses, including elevators and air conditioners. She is expecting them to grow in air conditioners, because of all the new home sales in the US. Good revenue growth. Trading at about 16X Forward Earnings, which is less then the S&P 500, but she is expecting higher growth in the market, and expects this to be a “market outperform”.

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Although this is aerospace, they also have a lot of other businesses, including elevators and air conditioners. She is expecting them to grow in air conditioners, because of all the new home sales in the US. Good revenue growth. Trading at about 16X Forward Earnings, which is less then the S&P 500, but she is expecting higher growth in the market, and expects this to be a “market outperform”.

COMMENT
COMMENT
August 16, 2016

A global diversified industrial company including the Otis elevator business, HVAC through Carrier, and Chubb. They also do Pratt & Whitney. Had difficulty last year in China on their elevators, where they had a lot more competition, and had to rejig their product line to become more competitive. There were also currency headwinds as well. The company is very well-managed and is working through these problems. She is starting to see a recovery in some of their end markets. Currently it is trading at a very attractive multiple in terms of price/earnings. Dividend yield of about 2.5%, which they tend to increase every year.

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A global diversified industrial company including the Otis elevator business, HVAC through Carrier, and Chubb. They also do Pratt & Whitney. Had difficulty last year in China on their elevators, where they had a lot more competition, and had to rejig their product line to become more competitive. There were also currency headwinds as well. The company is very well-managed and is working through these problems. She is starting to see a recovery in some of their end markets. Currently it is trading at a very attractive multiple in terms of price/earnings. Dividend yield of about 2.5%, which they tend to increase every year.

SELL
SELL
June 15, 2016

Didn’t perform as well at a company level as some of the other industrials. They had some management issues and the CEO was dumped. When that happens you see more change, and that change resulted in them selling Sikorsky. They still own Carrier, Otis Elevators and Pratt and Whitney. There are better performing industrials.

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Didn’t perform as well at a company level as some of the other industrials. They had some management issues and the CEO was dumped. When that happens you see more change, and that change resulted in them selling Sikorsky. They still own Carrier, Otis Elevators and Pratt and Whitney. There are better performing industrials.

PAST TOP PICK
PAST TOP PICK
June 14, 2016

(A Top Pick June 9/15. Down 10.99%.) Has had some difficulty in the past year, but she still likes it. A high quality industrial. They make Otis elevators, Pratt & Whitney engines, Chubb as well as being involved in aerospace parts. She still likes this. A dividend yield of about 2.5%. Well placed in terms of 2 secular growth trends; emerging markets of China and India, as well as the increasing aerospace travel.

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(A Top Pick June 9/15. Down 10.99%.) Has had some difficulty in the past year, but she still likes it. A high quality industrial. They make Otis elevators, Pratt & Whitney engines, Chubb as well as being involved in aerospace parts. She still likes this. A dividend yield of about 2.5%. Well placed in terms of 2 secular growth trends; emerging markets of China and India, as well as the increasing aerospace travel.

COMMENT
COMMENT
March 10, 2016

It is global and when China slowed, it impacted them, especially Ottis Elevator. They had to redesign some of their elevators. FX was a headwind. Honeywell wanted to make an offer but UTX walked away from it. She still likes the name and it is very well managed. Analyst day today at 2 pm. No one ever thought UTX would be acquired.

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It is global and when China slowed, it impacted them, especially Ottis Elevator. They had to redesign some of their elevators. FX was a headwind. Honeywell wanted to make an offer but UTX walked away from it. She still likes the name and it is very well managed. Analyst day today at 2 pm. No one ever thought UTX would be acquired.

DON'T BUY
DON'T BUY
December 15, 2015

He sold 6-8 months ago because it was overvalued. It has suffered and he thinks it will continue to lag against other industrials. The US$ and FX hits are the main cause. They are about to abate. It will not be an issue. They are a big player in aerospace, climate and Otis elevator. The numbers are not coming through like they were. This is hurting UTX-N. He still thinks there is enough headwind to stand aside.

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United Technologies (UTX-N)
December 15, 2015

He sold 6-8 months ago because it was overvalued. It has suffered and he thinks it will continue to lag against other industrials. The US$ and FX hits are the main cause. They are about to abate. It will not be an issue. They are a big player in aerospace, climate and Otis elevator. The numbers are not coming through like they were. This is hurting UTX-N. He still thinks there is enough headwind to stand aside.

PAST TOP PICK
PAST TOP PICK
December 15, 2015

(A Top Pick Oct 20/15. Down 5.49%.) A diversified industrial company. Earlier in the year and in 2014 they overpromised and underdelivered, and then came back and corrected that. October came out with some good earnings. Just recently they announced stronger forward guidance and a $1.5 billion restructuring program. They are doing all the right things, but the industrial sector has not been doing as well as it should. Usually its stronger this time of year. They have some exposure to China through their Otis elevator division. Has a really good strong seasonal period that comes up from January 23 to May 5.

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United Technologies (UTX-N)
December 15, 2015

(A Top Pick Oct 20/15. Down 5.49%.) A diversified industrial company. Earlier in the year and in 2014 they overpromised and underdelivered, and then came back and corrected that. October came out with some good earnings. Just recently they announced stronger forward guidance and a $1.5 billion restructuring program. They are doing all the right things, but the industrial sector has not been doing as well as it should. Usually its stronger this time of year. They have some exposure to China through their Otis elevator division. Has a really good strong seasonal period that comes up from January 23 to May 5.

DON'T BUY
DON'T BUY
November 2, 2015

He prefers the industrial in his Top Picks.

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He prefers the industrial in his Top Picks.

TOP PICK
TOP PICK
October 28, 2015

Has performed poorly so far. It was badly beaten up because they over promised at the beginning of the year, and didn’t live up to that promise, but are now showing signs of shaping up. They are going to boost their overall buyback to $12 billion in shares. It tends to do well at this time of the year.

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Has performed poorly so far. It was badly beaten up because they over promised at the beginning of the year, and didn’t live up to that promise, but are now showing signs of shaping up. They are going to boost their overall buyback to $12 billion in shares. It tends to do well at this time of the year.

DON'T BUY
DON'T BUY
October 13, 2015

Basically a good company. They have several brands including Carrier and Otis elevators. Right now the market is grappling with the whole issue of global growth. In the next little while he thinks industrials are going to be challenged by the overall growth theme. Production figures are very weak in the US now. He wouldn’t be buying an industrial company right now, because the industrial data is not showing strength.

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Basically a good company. They have several brands including Carrier and Otis elevators. Right now the market is grappling with the whole issue of global growth. In the next little while he thinks industrials are going to be challenged by the overall growth theme. Production figures are very weak in the US now. He wouldn’t be buying an industrial company right now, because the industrial data is not showing strength.

WAIT
WAIT
September 4, 2015

This is a classic seasonal trade that happens most years. Historically, the sector does very well from around the middle of October right through until the beginning of January, except for a bit of a break in February, and then goes higher right through until April. First of all look at the technicals to see that they are starting to line up for a move for a seasonal trade. Technically, right now the stock is underperforming the market, which is not a good sign. It is also trading below its 20 day moving average. Short-term momentum indicators are also trending down.

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United Technologies (UTX-N)
September 4, 2015

This is a classic seasonal trade that happens most years. Historically, the sector does very well from around the middle of October right through until the beginning of January, except for a bit of a break in February, and then goes higher right through until April. First of all look at the technicals to see that they are starting to line up for a move for a seasonal trade. Technically, right now the stock is underperforming the market, which is not a good sign. It is also trading below its 20 day moving average. Short-term momentum indicators are also trending down.

HOLD
HOLD
September 3, 2015

An excellent company. It has some ties to the US economy. If it pulls back, it could be a good opportunity to add to your position.

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United Technologies (UTX-N)
September 3, 2015

An excellent company. It has some ties to the US economy. If it pulls back, it could be a good opportunity to add to your position.

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