Honeywell International

HON-N

NYSE:HON

147.33
1.20 (0.81%)
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
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.

WEAK BUY
WEAK BUY
December 28, 2017

It has been a great company and is well run. It has left GE-N in the dust. The history of spinouts is that after the original dumping of stock investors got, spinouts outperform other parts of the market. You might even buy more of it.

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It has been a great company and is well run. It has left GE-N in the dust. The history of spinouts is that after the original dumping of stock investors got, spinouts outperform other parts of the market. You might even buy more of it.

BUY
BUY
December 7, 2017

He likes this name. It’s very well diversified with over a 3rd in aerospace and about a 3rd in the home and building technologies with money coming from the safety and productivity. Very well diversified industrial name. Shares are trading at about 20X earnings with just under a 10% growth rate.

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He likes this name. It’s very well diversified with over a 3rd in aerospace and about a 3rd in the home and building technologies with money coming from the safety and productivity. Very well diversified industrial name. Shares are trading at about 20X earnings with just under a 10% growth rate.

COMMENT
COMMENT
October 5, 2017

This has pretty well got right up to very strong technical resistance where, for the past 10 years, they’ve never been able to crack through. Also, it has pretty much reached its FMV or intrinsic value. When you put those 2 together, you have a company that everybody loves, but it isn’t going anywhere.

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This has pretty well got right up to very strong technical resistance where, for the past 10 years, they’ve never been able to crack through. Also, it has pretty much reached its FMV or intrinsic value. When you put those 2 together, you have a company that everybody loves, but it isn’t going anywhere.

HOLD
HOLD
September 27, 2017

Has had a heck of a run in the last year and he probably wouldn’t be a buyer today, but on a pullback, he would. A good, long term growth stock.

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Has had a heck of a run in the last year and he probably wouldn’t be a buyer today, but on a pullback, he would. A good, long term growth stock.

TOP PICK
TOP PICK
August 17, 2017

A premier industrial. Great management and a strong balance sheet. They have about 38%-40% in aerospace. They provide products for the home, as well as to industrial operations. Dividend yield of 1.9%. (Analysts’ price target is $146.)

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A premier industrial. Great management and a strong balance sheet. They have about 38%-40% in aerospace. They provide products for the home, as well as to industrial operations. Dividend yield of 1.9%. (Analysts’ price target is $146.)

BUY
BUY
August 16, 2017

For a couple of years, the talk has been about the Internet of Things and companies that benefit. Given that the US manufacturing economy is improving, but with very, very old equipment, there is money being spent to upgrade. This company builds instruments that measure things and are connected to the Internet. (See Top Picks.)

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For a couple of years, the talk has been about the Internet of Things and companies that benefit. Given that the US manufacturing economy is improving, but with very, very old equipment, there is money being spent to upgrade. This company builds instruments that measure things and are connected to the Internet. (See Top Picks.)

PAST TOP PICK
PAST TOP PICK
August 9, 2017

(A Top Pick Feb 8/17. Up 16.87%.) He likes that this is based on the connectivity aspect. Whether it is on the aerospace side or the industrial side, they want to use software to connect all the processes in machines and have them speak to each other.

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(A Top Pick Feb 8/17. Up 16.87%.) He likes that this is based on the connectivity aspect. Whether it is on the aerospace side or the industrial side, they want to use software to connect all the processes in machines and have them speak to each other.

COMMENT
COMMENT
July 11, 2017

This closed at $134.69, and is bang on its FMV of $134.45. He loves this one.

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This closed at $134.69, and is bang on its FMV of $134.45. He loves this one.

PAST TOP PICK
PAST TOP PICK
June 20, 2017

(A Top Pick June 14/16. Up 20%.) One of the leaders in connected devices in the industrial area. In the world of “Internet of Things”, they make sensors and connected devices. He continues to really like this space. Still a Buy.

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(A Top Pick June 14/16. Up 20%.) One of the leaders in connected devices in the industrial area. In the world of “Internet of Things”, they make sensors and connected devices. He continues to really like this space. Still a Buy.

COMMENT
COMMENT
May 26, 2017

He likes the industrials. This is one of the cyclical areas that should do well in an environment where there is reflation and global expansion. Pays a 1.89% yield. Should some of the Washington policies come through, this will continue to move upward. It is trading above the 50 day and the 200 day. A good chart.

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He likes the industrials. This is one of the cyclical areas that should do well in an environment where there is reflation and global expansion. Pays a 1.89% yield. Should some of the Washington policies come through, this will continue to move upward. It is trading above the 50 day and the 200 day. A good chart.

PAST TOP PICK
PAST TOP PICK
May 23, 2017

(A Top Pick May 25/16. Up 18%.) In April and May and June 2016, a number of sectors turned up relative to the market. He went from sectors that were driven by monetary policy and low interest rate that were doing well, to sectors that were driven by earnings and economic growth. Industrials have been a key theme for him over the last year. Capital spending is picking up in the US. This company is part of the Internet of things.

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(A Top Pick May 25/16. Up 18%.) In April and May and June 2016, a number of sectors turned up relative to the market. He went from sectors that were driven by monetary policy and low interest rate that were doing well, to sectors that were driven by earnings and economic growth. Industrials have been a key theme for him over the last year. Capital spending is picking up in the US. This company is part of the Internet of things.

COMMENT
COMMENT
May 17, 2017

From a research bottom-up, he is a fan of this company. What stands out is that they are reinventing themselves as an industrial tech company. They have even started a fund to invest in early stage technology companies.

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From a research bottom-up, he is a fan of this company. What stands out is that they are reinventing themselves as an industrial tech company. They have even started a fund to invest in early stage technology companies.

COMMENT
COMMENT
May 10, 2017

This company has their fingers in a lot of different things. A very well-run company. One of the more interesting things they are involved in is being able to control everything in the home, and if they make it more user-friendly, it will catch on. You are probably on the right track with this.

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This company has their fingers in a lot of different things. A very well-run company. One of the more interesting things they are involved in is being able to control everything in the home, and if they make it more user-friendly, it will catch on. You are probably on the right track with this.

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