Honeywell International (HON)

Directionally positive on HON, as a multi-industrial that's going to get more specialized. Doesn't see the spinoff unlocking the exciting value that the GE breakup did.

As for aerospace, you don't need to own it through the spinoff. Much better owning GE or TDG.

It looks OK technically but has been flat for some time and has quite a low growth rate. He would choose another name in the industrial space like Caterpillar with a growth rate of 20% and levered to the AI space.

Infrastructure behind a lot of the real economy. Story right now is being driven by aerospace -- strong demand for air travel and ongoing maintenance. Spinoffs should make parent more focused and easier to value.

Not high growth, but a steady compounder. Value scores 9/10, fundamentals are 8/10. Room to run, good stock to hold.

Thesis still intact of unlocking value by breaking up. Return number doesn't reflect receiving shares from spinoff of materials segment. He stills owns shares of HON, as well as the spinoff.

GE provided the template to follow -- those spinoffs were very successful and drove a lot of shareholder value. The template's there, but execution matters. Defense and similar sectors have a lot of interest and spending right now. Good company, finally starting to reward shareholders. Good diversifier away from mega-caps.

It reports Thursday. It will break into three business, but investors will say they don't this business or that. This will cause the stock to take a hit.

Broke out of its bigger-term downtrend. Looks pretty positive here. The next short-term target (next couple of months) is going to be around the $240 level (a 10% upside from current levels). 

Take a look at the 3-year chart. You can see the 2 peaks close to $240. If it can push above those, the next upside target is ~$260. Likes the setup, great entry point if an investor bought recently. Trend is upward, at least in the intermediate term.

It is a high quality diversified industrial conglomerate. Will spin out the aerospace division. Some of its businesses are short cycle and therefore more economically sensitive. The automation side looks interesting - wait for it to develop. The M&A strategy might be on hold. There is a stock split.

Excellent. Offers consistent 14-15% returns, 18% in the last 4 months. Is not expensive. 

A young investor has lots of time ahead. High-risk and volatile choices are acceptable as we move down the AI highway, as long as the investor is OK with the risk. So GOOG and AVGO are great choices. Let this investor run -- he's having fun and doing well, so let them stay invested.

GE is also good. HON is a bit more of a neutral conversation, but has its own turnaround coming through.

Is watching this for the spin-out, and that they are a supplier of industrial automation as the US onshores more manufacturing.

Return is a bit misleading in this special situation where it's undergoing a breakup. It's spinning into 3 independent businesses. For every 4 shares of HON, you got 1 share of Solstice at $50, which accounts for the "drop" in the stated share price. If you factor in the SOLS share, you're right around breakeven. In 2026, aerospace will be spun out.

Lots of value still, and still a Buy today.

Still loves it. Used yesterday as a chance to buy more, to tap into the AI side of things. Decent runway left. Very recently spun off its industrial materials segment, SOLS, which has sort of struggled. Hold HON, but not SOLS.