Stanley Works, The

SWK-N

NYSE:SWK

159.59
2.33 (1.48%)
Stanley Black & Decker, Inc., formerly known as The Stanley Works, is a Fortune 500 American manufacturer of industrial tools and household hardware and provider of security products and locks headquartered ...
More at Wikipedia

Analysis and Opinions about SWK-N

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
November 22, 2019

(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.

Stanley Works, The (SWK-N)
November 22, 2019

(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, CFA
Chairman and CEO, Davis Rea
Price
$157.280
Owned
Yes
PAST TOP PICK
PAST TOP PICK
November 8, 2019
(A Top Pick Nov 05/18, Up 30%) The housing market that is robust has helped this company. The trend is nice so you could buy it now even.
Stanley Works, The (SWK-N)
November 8, 2019
(A Top Pick Nov 05/18, Up 30%) The housing market that is robust has helped this company. The trend is nice so you could buy it now even.
Jeff Parent B. Eng. FCSI CIM
VP & Portfolio Manager, Chief Investment Officer, Castlemoore Inc.
Price
$157.840
Owned
Yes
PAST TOP PICK
PAST TOP PICK
August 20, 2019
(A Top Pick Sep 18/18, Down 8%) Very well-run. The leading tool company and huge into advanced security systems for hospitals. A solid balance sheet run by smart managers. Good dividend growth. But it's hurting because of the trade war (tariffs have pushed up their costs). It now trades at the most reasonable valuation in 20 years. A solid hold for him. When Trump says something positive about China, this will jump up.
(A Top Pick Sep 18/18, Down 8%) Very well-run. The leading tool company and huge into advanced security systems for hospitals. A solid balance sheet run by smart managers. Good dividend growth. But it's hurting because of the trade war (tariffs have pushed up their costs). It now trades at the most reasonable valuation in 20 years. A solid hold for him. When Trump says something positive about China, this will jump up.
John O'Connell, CFA
Chairman and CEO, Davis Rea
Price
$136.030
Owned
Yes
BUY
BUY
February 4, 2019
Good recent earnings. He's owned this for a decade. Well-managed and strong balance sheet. It's struggling with currency headwinds which should reverse this year. Tariffs are raising their input costs which should also go away this year. Still positive earnings growth for 2019, but at a slower rate than many were expecting. It's been a frustrating stock the past year, down 40%. That said, it's still growing well. Take advantage of its historical low trading metrics. Industrials like this stock were harshly hit by the recent downturn.
Stanley Works, The (SWK-N)
February 4, 2019
Good recent earnings. He's owned this for a decade. Well-managed and strong balance sheet. It's struggling with currency headwinds which should reverse this year. Tariffs are raising their input costs which should also go away this year. Still positive earnings growth for 2019, but at a slower rate than many were expecting. It's been a frustrating stock the past year, down 40%. That said, it's still growing well. Take advantage of its historical low trading metrics. Industrials like this stock were harshly hit by the recent downturn.
John O'Connell, CFA
Chairman and CEO, Davis Rea
Price
$128.790
Owned
Yes
PAST TOP PICK
PAST TOP PICK
January 17, 2019
(A Top Pick Dec 15/18, Down 20%) Tariffs on steel and aluminum worked against them. They were set back by the closing of all the Sears stores. They raised their dividends for 50 years. 14.5 times earnings. A good company and he is sticking with it.
Stanley Works, The (SWK-N)
January 17, 2019
(A Top Pick Dec 15/18, Down 20%) Tariffs on steel and aluminum worked against them. They were set back by the closing of all the Sears stores. They raised their dividends for 50 years. 14.5 times earnings. A good company and he is sticking with it.
Michael Simpson, CFA
Senior Vice-President, Sentry Investments
Price
$132.650
Owned
Yes
TOP PICK
TOP PICK
December 13, 2018
They owned it for years and years and years. This is a great company. Trading at 13 times earnings. Strong balance sheet. International company. They allocate capital prudently. They recently acquired Craftsman Tools from Sears. Down 40% from its high. He didn't sell because they would have paid a huge capital gains. Offers tremendous value. They bought some more recently. You can buy it here now and own it for the next ten years. (Analysts’ price target is $149.44)
Stanley Works, The (SWK-N)
December 13, 2018
They owned it for years and years and years. This is a great company. Trading at 13 times earnings. Strong balance sheet. International company. They allocate capital prudently. They recently acquired Craftsman Tools from Sears. Down 40% from its high. He didn't sell because they would have paid a huge capital gains. Offers tremendous value. They bought some more recently. You can buy it here now and own it for the next ten years. (Analysts’ price target is $149.44)
John O'Connell, CFA
Chairman and CEO, Davis Rea
Price
$117.900
Owned
Yes
TOP PICK
TOP PICK
November 5, 2018
It fell apart in September. It had a pretty big drop of almost 30% with high volume at the bottom. It could go up 5 or 10 points. (Analysts’ price target is $150.36)
Stanley Works, The (SWK-N)
November 5, 2018
It fell apart in September. It had a pretty big drop of almost 30% with high volume at the bottom. It could go up 5 or 10 points. (Analysts’ price target is $150.36)
Jeff Parent B. Eng. FCSI CIM
VP & Portfolio Manager, Chief Investment Officer, Castlemoore Inc.
Price
$123.780
Owned
No
TOP PICK
TOP PICK
September 18, 2018

Great managers. Trading at 16x earnings. Strong balance sheet and international growth. They continue to buy smaller tool manufacturers like the Sears Craftsman line. They will grow its dividend. (1.8% dividend, Analysts' price target: $178.06)

Stanley Works, The (SWK-N)
September 18, 2018

Great managers. Trading at 16x earnings. Strong balance sheet and international growth. They continue to buy smaller tool manufacturers like the Sears Craftsman line. They will grow its dividend. (1.8% dividend, Analysts' price target: $178.06)

John O'Connell, CFA
Chairman and CEO, Davis Rea
Price
$150.760
Owned
Yes
WATCH
WATCH
July 18, 2018

The home building and material sector has gone through a correction over the past few months. He believes the bull cycle will resume and thinks this could be starting now. He just doesn’t think this is one of the leaders in the group. He would like to see a move back above $145 before he would get excited. He would favour Home Depot instead.

The home building and material sector has gone through a correction over the past few months. He believes the bull cycle will resume and thinks this could be starting now. He just doesn’t think this is one of the leaders in the group. He would like to see a move back above $145 before he would get excited. He would favour Home Depot instead.

David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$138.270
Owned
No
DON'T BUY
DON'T BUY
June 6, 2018

The long term uptrend has ended and is definitively in a new down trend. Until that changes, he would stay away. (Analysts’ price target is $184)

The long term uptrend has ended and is definitively in a new down trend. Until that changes, he would stay away. (Analysts’ price target is $184)

Keith Richards
Portfolio Manager, ValueTrend Wealth Management
Price
$142.700
Owned
No
PAST TOP PICK
PAST TOP PICK
June 5, 2018

(A Top Pick May 24, 2017. Up 7%). This is a great company. They recently acquired Craftsman Tools from Sears. This is a good play on both the new home market and renovations. He expects price increases in the latter half of this year which will help. The proposed tariffs on steel and aluminum have affected them, but 40% of their sales are outside the US. They have a proprietary battery that they are considering using in all of their tools, which would improve customer retention. He is buying more, expecting a stock price rise toward the end of the year.

(A Top Pick May 24, 2017. Up 7%). This is a great company. They recently acquired Craftsman Tools from Sears. This is a good play on both the new home market and renovations. He expects price increases in the latter half of this year which will help. The proposed tariffs on steel and aluminum have affected them, but 40% of their sales are outside the US. They have a proprietary battery that they are considering using in all of their tools, which would improve customer retention. He is buying more, expecting a stock price rise toward the end of the year.

Zachary Curry
Chief Operating Officer & Portfolio Manager, Davis-Rea Ltd.
Price
$141.780
Owned
Yes
PAST TOP PICK
PAST TOP PICK
May 31, 2018

(A Top Pick April 12/17 - Up 5%) Owned it for a long time. They recently added. One of the best management teams in terms of integrating acquisitions in the tool business. Cheap on an earnings multiple basis. Great long-term growth story.

(A Top Pick April 12/17 - Up 5%) Owned it for a long time. They recently added. One of the best management teams in terms of integrating acquisitions in the tool business. Cheap on an earnings multiple basis. Great long-term growth story.

John O'Connell, CFA
Chairman and CEO, Davis Rea
Price
$139.240
Owned
Yes
PAST TOP PICK
PAST TOP PICK
April 2, 2018

(A Top Pick Jan 19/17, Up 28%) Fantastic track record of growth as the largest hand-tool company in the world. Fantastic M&A track record of successful integration. Strong balance sheet. Strong growth worldwide. A dividend grower. The weak US dollar will boost their bottom line looking forward with 50% of sales international. They also produce innovative tools using RFID; they re-invested their money in technology.

(A Top Pick Jan 19/17, Up 28%) Fantastic track record of growth as the largest hand-tool company in the world. Fantastic M&A track record of successful integration. Strong balance sheet. Strong growth worldwide. A dividend grower. The weak US dollar will boost their bottom line looking forward with 50% of sales international. They also produce innovative tools using RFID; they re-invested their money in technology.

John O'Connell, CFA
Chairman and CEO, Davis Rea
Price
$150.270
Owned
Yes
TOP PICK
TOP PICK
December 14, 2017

They have power tools, fasteners and security divisions, less than 18 times earnings and a good balance sheet. They invested in Craftsman from Sears. 55% of revenues are from the US and the rest are from outside. They raised the dividend for 50 years. (Analysts’ target: $183.00).

Stanley Works, The (SWK-N)
December 14, 2017

They have power tools, fasteners and security divisions, less than 18 times earnings and a good balance sheet. They invested in Craftsman from Sears. 55% of revenues are from the US and the rest are from outside. They raised the dividend for 50 years. (Analysts’ target: $183.00).

Michael Simpson, CFA
Senior Vice-President, Sentry Investments
Price
$164.940
Owned
Yes
WEAK BUY
WEAK BUY
July 20, 2017

It is probably a little richly valued for him, but the trend is quite good. Industrials should do better. You will see continued demand loosely tied to housing and infrastructure.

It is probably a little richly valued for him, but the trend is quite good. Industrials should do better. You will see continued demand loosely tied to housing and infrastructure.

Mohsin Bashir
VP Investments, Stone Asset Management
Price
$146.660
Owned
No
TOP PICK
TOP PICK
May 24, 2017

He likes this because it gets him exposure to consumer spending, home renovations and the housing market without having to take on 3 distinct companies. They just sold a component of their locks division, which he views as positive. They have a new component for their tool side, coming out with a battery that works with everything and should generate good numbers for them. A positive balance sheet and some good strength sales in Europe. Dividend yield of 1.7%. (Analysts’ price target is $150.)

He likes this because it gets him exposure to consumer spending, home renovations and the housing market without having to take on 3 distinct companies. They just sold a component of their locks division, which he views as positive. They have a new component for their tool side, coming out with a battery that works with everything and should generate good numbers for them. A positive balance sheet and some good strength sales in Europe. Dividend yield of 1.7%. (Analysts’ price target is $150.)

Zachary Curry
Chief Operating Officer & Portfolio Manager, Davis-Rea Ltd.
Price
$136.180
Owned
Yes
TOP PICK
TOP PICK
April 12, 2017

A global provider of tools and security systems. Every acquisition they’ve integrated has been flawless. It has been a great, great long-term investment. Great earnings growth and great dividend growth. They always under promise and over deliver. A great way to play the growing economy. Dividend yield of 1.8%. (Analysts’ price target is $140.)

A global provider of tools and security systems. Every acquisition they’ve integrated has been flawless. It has been a great, great long-term investment. Great earnings growth and great dividend growth. They always under promise and over deliver. A great way to play the growing economy. Dividend yield of 1.8%. (Analysts’ price target is $140.)

John O'Connell, CFA
Chairman and CEO, Davis Rea
Price
$132.260
Owned
Yes
TOP PICK
TOP PICK
January 19, 2017

This has done a phenomenal job of integrating and consolidating their hand tool business. Most of their tools are made in the US, which is going to be loved by Donald Trump. About 55% of sales are made in the US. There are 3 major divisions, hand tools, power tools and security systems. A very innovative company. Growing at about 12% per annum. Dividend yield of 1.94%. (Analysts’ price target is $131.)

Stanley Works, The (SWK-N)
January 19, 2017

This has done a phenomenal job of integrating and consolidating their hand tool business. Most of their tools are made in the US, which is going to be loved by Donald Trump. About 55% of sales are made in the US. There are 3 major divisions, hand tools, power tools and security systems. A very innovative company. Growing at about 12% per annum. Dividend yield of 1.94%. (Analysts’ price target is $131.)

John O'Connell, CFA
Chairman and CEO, Davis Rea
Price
$119.660
Owned
Yes
BUY
BUY
September 2, 2016

(Market Call Minute.) This has good valuation and good volatility characteristics. The price momentum is also good.

Stanley Works, The (SWK-N)
September 2, 2016

(Market Call Minute.) This has good valuation and good volatility characteristics. The price momentum is also good.

Jason Mann
CIO & Co-Founder, Edgehill Patners
Price
$123.810
Owned
No
PAST TOP PICK
PAST TOP PICK
January 13, 2016

(A Top Pick Jan 19/15. Up 9.91%.) This gives exposure to the new home market in the US and a little in Europe, but also to the renovators market. Very well-managed. 10% growth going forward is pretty good.

Stanley Works, The (SWK-N)
January 13, 2016

(A Top Pick Jan 19/15. Up 9.91%.) This gives exposure to the new home market in the US and a little in Europe, but also to the renovators market. Very well-managed. 10% growth going forward is pretty good.

Zachary Curry
Chief Operating Officer & Portfolio Manager, Davis-Rea Ltd.
Price
$96.230
Owned
Yes
COMMENT
COMMENT
April 1, 2015

People now have disposable income and the US housing market was hit. He forecasts the renovation market to be stronger.

People now have disposable income and the US housing market was hit. He forecasts the renovation market to be stronger.

Zachary Curry
Chief Operating Officer & Portfolio Manager, Davis-Rea Ltd.
Price
$95.540
Owned
Yes
PAST TOP PICK
PAST TOP PICK
January 28, 2015

(A Top Pick Jan 21/14. Up 14.33%.) Besides being a housing play, they have a security system area, which has been doing quite well. A well-run company. They have been consolidating the tool business globally. Good solid balance sheet. Still likes the story very much.

Stanley Works, The (SWK-N)
January 28, 2015

(A Top Pick Jan 21/14. Up 14.33%.) Besides being a housing play, they have a security system area, which has been doing quite well. A well-run company. They have been consolidating the tool business globally. Good solid balance sheet. Still likes the story very much.

John O'Connell, CFA
Chairman and CEO, Davis Rea
Price
$90.510
Owned
Yes
TOP PICK
TOP PICK
January 19, 2015

(A Top Pick Nov 19/13. Up 15.6%.) Below market multiple, which he likes. Offers exposure to both the US housing market and renovations. It should benefit from the consumer spending increase that he feels is coming. Good dividend yield. Yield of 2.27%.

Stanley Works, The (SWK-N)
January 19, 2015

(A Top Pick Nov 19/13. Up 15.6%.) Below market multiple, which he likes. Offers exposure to both the US housing market and renovations. It should benefit from the consumer spending increase that he feels is coming. Good dividend yield. Yield of 2.27%.

Zachary Curry
Chief Operating Officer & Portfolio Manager, Davis-Rea Ltd.
Price
$91.830
Owned
Yes
PAST TOP PICK
PAST TOP PICK
November 19, 2014

(A Top Pick Dec 5/13. Up 21.04%.) A housing play as well as renovation and industrial construction. They are an innovator in the tool business and own a big part of that. They continue to consolidate the tool business. Made a good European acquisition last year. Pays a good dividend.

Stanley Works, The (SWK-N)
November 19, 2014

(A Top Pick Dec 5/13. Up 21.04%.) A housing play as well as renovation and industrial construction. They are an innovator in the tool business and own a big part of that. They continue to consolidate the tool business. Made a good European acquisition last year. Pays a good dividend.

John O'Connell, CFA
Chairman and CEO, Davis Rea
Price
$94.880
Owned
Yes
PAST TOP PICK
PAST TOP PICK
November 14, 2014

(A Top Pick Nov 19/13. Up 20.38%.) Instead of looking at a homebuilder, he chose this one based on getting the renovation market and not exposed to the new home market.

Stanley Works, The (SWK-N)
November 14, 2014

(A Top Pick Nov 19/13. Up 20.38%.) Instead of looking at a homebuilder, he chose this one based on getting the renovation market and not exposed to the new home market.

Zachary Curry
Chief Operating Officer & Portfolio Manager, Davis-Rea Ltd.
Price
$95.670
Owned
Yes
PAST TOP PICK
PAST TOP PICK
October 6, 2014

(A Top Pick Nov 19/13. Up 10.46%.) Chose this because of the US housing market. This company really appeals to new homes and renovations. He is pretty constructive on the renovation market. This is a core brand, and they make good products.

(A Top Pick Nov 19/13. Up 10.46%.) Chose this because of the US housing market. This company really appeals to new homes and renovations. He is pretty constructive on the renovation market. This is a core brand, and they make good products.

Zachary Curry
Chief Operating Officer & Portfolio Manager, Davis-Rea Ltd.
Price
$88.230
Owned
Yes
TOP PICK
TOP PICK
January 21, 2014

A great way to play the recovery of the housing market and industrial construction market, not just in North America, but globally. This company is a highly innovative and highly acquisitive manufacturer of hand tools, door entry security systems, etc. Have been exceptionally successful. Good dividend of around 2.5%. Missed a quarter recently because of a slower turnaround of a European acquisition they made. Trading at around 12.5X earnings.

Stanley Works, The (SWK-N)
January 21, 2014

A great way to play the recovery of the housing market and industrial construction market, not just in North America, but globally. This company is a highly innovative and highly acquisitive manufacturer of hand tools, door entry security systems, etc. Have been exceptionally successful. Good dividend of around 2.5%. Missed a quarter recently because of a slower turnaround of a European acquisition they made. Trading at around 12.5X earnings.

John O'Connell, CFA
Chairman and CEO, Davis Rea
Price
$81.000
Owned
Yes
TOP PICK
TOP PICK
December 5, 2013

Big innovator in the tool business. Invest a lot of money in their business. Great track record of consolidating the tool industry and doing a very good job of it. Growing internationally. Trading at only 12X earnings. Yield of 2.51%.

Stanley Works, The (SWK-N)
December 5, 2013

Big innovator in the tool business. Invest a lot of money in their business. Great track record of consolidating the tool industry and doing a very good job of it. Growing internationally. Trading at only 12X earnings. Yield of 2.51%.

John O'Connell, CFA
Chairman and CEO, Davis Rea
Price
$79.770
Owned
Yes
TOP PICK
TOP PICK
November 19, 2013

Likes the exposure to the brand names of Black & Decker and Stanley Tools. Also likes the exposure to the US housing market, which is in a lot different shape than in Canada. Feels the dividend is sustainable. There is a lot of organic growth, more so in the renovation market.

Stanley Works, The (SWK-N)
November 19, 2013

Likes the exposure to the brand names of Black & Decker and Stanley Tools. Also likes the exposure to the US housing market, which is in a lot different shape than in Canada. Feels the dividend is sustainable. There is a lot of organic growth, more so in the renovation market.

Zachary Curry
Chief Operating Officer & Portfolio Manager, Davis-Rea Ltd.
Price
$81.790
Owned
Yes
BUY
BUY
December 8, 2009
Building, in process of buying Black and Decker. Market viewed this as a match made in heaven. Likes the long-term outlook.
Stanley Works, The (SWK-N)
December 8, 2009
Building, in process of buying Black and Decker. Market viewed this as a match made in heaven. Likes the long-term outlook.
Norman Levine
Managing Director, Portfolio Management Corp
Price
$49.020
Owned
Unknown
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