Honeywell International

HON-N

NYSE:HON

180.81
0.69 (0.38%)
Honeywell International Inc. is an American multinational conglomerate company that produces a variety of commercial and consumer products, engineering services and aerospace systems for a wide variety ...
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Analysis and Opinions about HON-N

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
February 12, 2020
(A Top Pick Jun 27/19, Up 5%) He got stopped out in late-fall 2019 when it pulled back. Industrials will do well this year, though.
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(A Top Pick Jun 27/19, Up 5%) He got stopped out in late-fall 2019 when it pulled back. Industrials will do well this year, though.
TOP PICK
TOP PICK
June 27, 2019
They are virtually in every different manufacturing platform when it comes to defense contractors. The Chinese are connecting all planes to the web via satellite and Honeywell has the technology to do this. (Analysts’ price target is $180.09)
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They are virtually in every different manufacturing platform when it comes to defense contractors. The Chinese are connecting all planes to the web via satellite and Honeywell has the technology to do this. (Analysts’ price target is $180.09)
PAST TOP PICK
PAST TOP PICK
June 26, 2019
(A Top Pick Jun 07/18, Up 10%) He sold out around $166 in September last year. Still a good company, just better opportunities out there now.
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(A Top Pick Jun 07/18, Up 10%) He sold out around $166 in September last year. Still a good company, just better opportunities out there now.
PAST TOP PICK
PAST TOP PICK
May 30, 2019
(A Top Pick Jun 07/18, Up 14%) He sold in September. They spun off some businesses. He saw a valuation exhaustion. Spinning the companies off created noise. It is a great company but it was due to go sideways for a while.
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(A Top Pick Jun 07/18, Up 14%) He sold in September. They spun off some businesses. He saw a valuation exhaustion. Spinning the companies off created noise. It is a great company but it was due to go sideways for a while.
DON'T BUY
DON'T BUY
January 23, 2019
Likes it long-term, but it's been flat the past year, sideways. It's also cyclical which he's getting out of that and embracing defensive names instead. Honeywell isn't this.
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Likes it long-term, but it's been flat the past year, sideways. It's also cyclical which he's getting out of that and embracing defensive names instead. Honeywell isn't this.
HOLD
HOLD
November 30, 2018
He likes the management team and their branding. The stock is still too expensive. He would continue to hold it if you already own it. (Analysts’ price target is $165.00)
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He likes the management team and their branding. The stock is still too expensive. He would continue to hold it if you already own it. (Analysts’ price target is $165.00)
DON'T BUY
DON'T BUY
November 7, 2018
Well-run, especially compared to peers like GE. Pays a 2.2% dividend yield. But industrials underperform in the late economic cycle (now).
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Well-run, especially compared to peers like GE. Pays a 2.2% dividend yield. But industrials underperform in the late economic cycle (now).
HOLD
HOLD
August 21, 2018

If an investor is not an owner today, wait until the announced reorganizations have been completed and then pick and choose the divisions that are suitable. He looks favorably on the coming aerospace division and the new Internet of Things division.

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If an investor is not an owner today, wait until the announced reorganizations have been completed and then pick and choose the divisions that are suitable. He looks favorably on the coming aerospace division and the new Internet of Things division.

BUY WEAKNESS
BUY WEAKNESS
July 26, 2018

He likes this company. They raised their guidance. It is a little pricey. Over time has lots of legs.
(Analysts’ price target is $174.00)

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He likes this company. They raised their guidance. It is a little pricey. Over time has lots of legs.
(Analysts’ price target is $174.00)

WAIT
WAIT
July 23, 2018

From October to May, the industrial sector does well. Seasonally, this isn't Honeywell's time. It may pull back down to $140, maybe wait till October.

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From October to May, the industrial sector does well. Seasonally, this isn't Honeywell's time. It may pull back down to $140, maybe wait till October.

PAST TOP PICK
PAST TOP PICK
July 17, 2018

(Past Top Pick, August 17, 2017, Up 11%) A great industrial in aerospace and the home, but they're changing under a new CEO. Expect them to become an internet of things business.

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(Past Top Pick, August 17, 2017, Up 11%) A great industrial in aerospace and the home, but they're changing under a new CEO. Expect them to become an internet of things business.

TOP PICK
TOP PICK
June 7, 2018

A third of it is in aerospace. They also do precision materials. 15 times earnings and a very stable, predictable grower. (Analysts’ target: $173.94).

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A third of it is in aerospace. They also do precision materials. 15 times earnings and a very stable, predictable grower. (Analysts’ target: $173.94).

DON'T BUY
DON'T BUY
March 27, 2018

It's been caught up in this movement in quasi-industrial stocks with military-government projects, all due to better global growth. The stock has risen since Trump came in, pronouncing "America First." That said, he's concerned with global growth going forward and HON's margin costs. He wouldn't buy it now.

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It's been caught up in this movement in quasi-industrial stocks with military-government projects, all due to better global growth. The stock has risen since Trump came in, pronouncing "America First." That said, he's concerned with global growth going forward and HON's margin costs. He wouldn't buy it now.

BUY WEAKNESS
BUY WEAKNESS
March 14, 2018

He loves this company and it is his 4th largest holding. He has a model price of $142.55. The issue is growth going forward. In this space you do want to hold industrials and Honeywell is a well-run company. It is also included in the Top 100 of the S&P500. (Analysts’ price target is $174)

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He loves this company and it is his 4th largest holding. He has a model price of $142.55. The issue is growth going forward. In this space you do want to hold industrials and Honeywell is a well-run company. It is also included in the Top 100 of the S&P500. (Analysts’ price target is $174)

PAST TOP PICK
PAST TOP PICK
February 8, 2018

(A Top Pick Feb 8/17, Up 27%) People have been thrown out of the space because of GE-N. He could stick with this quite comfortably. They moved toward recurring revenue. They are a forward thinking industrial and a good one to continue with.

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(A Top Pick Feb 8/17, Up 27%) People have been thrown out of the space because of GE-N. He could stick with this quite comfortably. They moved toward recurring revenue. They are a forward thinking industrial and a good one to continue with.

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