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
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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