Honeywell International

HON-N

NYSE:HON

183.23
0.97 (0.53%)
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
TOP PICK
TOP PICK
February 8, 2017

An infrastructure play. This is about 1/3 the size of General Electric (GE-N), but is also a diversified industrial. They have taken a more technological progress of approach to being an industrial. Well positioned in the rising theme of software connectivity (connected aircrafts, autos, homes, etc.) Dividend yield of 2.22%. (Analysts’ price target is $131.66.)

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An infrastructure play. This is about 1/3 the size of General Electric (GE-N), but is also a diversified industrial. They have taken a more technological progress of approach to being an industrial. Well positioned in the rising theme of software connectivity (connected aircrafts, autos, homes, etc.) Dividend yield of 2.22%. (Analysts’ price target is $131.66.)

COMMENT
COMMENT
October 20, 2016

This is a stock he follows. A big, well diversified industrial, that you could probably hold for a long time and not lose too much sleep. However, there are better opportunities. This is one you could buy, put away and forget about it. 2.2% dividend yield.

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This is a stock he follows. A big, well diversified industrial, that you could probably hold for a long time and not lose too much sleep. However, there are better opportunities. This is one you could buy, put away and forget about it. 2.2% dividend yield.

BUY WEAKNESS
BUY WEAKNESS
September 6, 2016

(Market Call Minute.) A great long-term play on technology and aerospace and automation, but fully valued. He would buy on a pullback.

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(Market Call Minute.) A great long-term play on technology and aerospace and automation, but fully valued. He would buy on a pullback.

Alex Ruus

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Price
$115.710
Owned
Unknown
COMMENT
COMMENT
June 16, 2016

A wonderful great company and a great theme. Value stocks have underperformed growth stocks in the US for about 8 years. If interest rates do not go up, value names are going to outperform growth names. Stocks like this are growthier companies, and even though they are wonderful strong stocks, they will basically be a source of cash when the big pension funds and big banks start to allocate money away from growth names. As long as you are okay in hiding out in this, it is still a wonderful long term hold. Dividend yield of 2.1% is not enough for him.

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A wonderful great company and a great theme. Value stocks have underperformed growth stocks in the US for about 8 years. If interest rates do not go up, value names are going to outperform growth names. Stocks like this are growthier companies, and even though they are wonderful strong stocks, they will basically be a source of cash when the big pension funds and big banks start to allocate money away from growth names. As long as you are okay in hiding out in this, it is still a wonderful long term hold. Dividend yield of 2.1% is not enough for him.

TOP PICK
TOP PICK
June 14, 2016

The market looks okay, but there are some very special companies that can give you some great attributes. This is an industrial company that is basically in 3 major businesses, home automation, automotive efficiency and energy efficiency in buildings. Almost everything they make has a sensor or a controller in it that can connect through the web. This is a part of the Internet of things. They are the leader in all of their businesses. Have grown their earnings about 12% a year over the last 10 years and grown their dividend at over 12% a year. Dividend yield of 2.06%.

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The market looks okay, but there are some very special companies that can give you some great attributes. This is an industrial company that is basically in 3 major businesses, home automation, automotive efficiency and energy efficiency in buildings. Almost everything they make has a sensor or a controller in it that can connect through the web. This is a part of the Internet of things. They are the leader in all of their businesses. Have grown their earnings about 12% a year over the last 10 years and grown their dividend at over 12% a year. Dividend yield of 2.06%.

TOP PICK
TOP PICK
May 25, 2016

We are in a connective world. They are big in auto and heating efficiency. Everything is connected. Sensors and connective devices. They grew free cash flow. 13% annual dividend growth. It is not an expensive stock. They are the market share leader in every market they are in. 16 times earnings. He likes industrials and connected devices along with dividend growth.

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We are in a connective world. They are big in auto and heating efficiency. Everything is connected. Sensors and connective devices. They grew free cash flow. 13% annual dividend growth. It is not an expensive stock. They are the market share leader in every market they are in. 16 times earnings. He likes industrials and connected devices along with dividend growth.

TOP PICK
TOP PICK
April 19, 2016

Industrials have come back really nicely, and this one has been a great company. They have grown their dividend 12% a year over the last 8-9 years. Growing their earnings at 12%-13%. They are in 3 major markets, smart automotive, smart home automation and aircraft monitoring systems. Dividend yield of 2.06%.

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Industrials have come back really nicely, and this one has been a great company. They have grown their dividend 12% a year over the last 8-9 years. Growing their earnings at 12%-13%. They are in 3 major markets, smart automotive, smart home automation and aircraft monitoring systems. Dividend yield of 2.06%.

COMMENT
COMMENT
March 23, 2016

Probably one of the best managed industrials there is in the US. It is about 40% in aerospace and 30%-35% in controls and sensors. Has done extremely well through this time of a strong US$. However, the dollar is not going to be a point of discussion in a month or 2.

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Probably one of the best managed industrials there is in the US. It is about 40% in aerospace and 30%-35% in controls and sensors. Has done extremely well through this time of a strong US$. However, the dollar is not going to be a point of discussion in a month or 2.

COMMENT
COMMENT
June 16, 2015

This is one that he missed. It has done very, very well for investors. One of the premier industrials in the US.

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This is one that he missed. It has done very, very well for investors. One of the premier industrials in the US.

HOLD
HOLD
March 5, 2015

Loves it. His model price is $107.80 or a 5% upside. Buy on any pullback to $90.

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Loves it. His model price is $107.80 or a 5% upside. Buy on any pullback to $90.

COMMENT
COMMENT
November 18, 2014

United Technologies (UTX-N) or Honeywell (HON-N) for the long-term? 2 very good companies. This has broad industrial exposure. Very stable, consistent cash flow. A very good, well run company. Expects this one is fairly valued. You will get some decent high single-digit earnings growth out of this, but UTX has a significant amount of torque to the operations, especially in going into global recovery in industrial spending.

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United Technologies (UTX-N) or Honeywell (HON-N) for the long-term? 2 very good companies. This has broad industrial exposure. Very stable, consistent cash flow. A very good, well run company. Expects this one is fairly valued. You will get some decent high single-digit earnings growth out of this, but UTX has a significant amount of torque to the operations, especially in going into global recovery in industrial spending.

COMMENT
COMMENT
November 11, 2014

This company has done well, but she prefers United Technologies (UTX-N) which has a bigger presence in China. Although the absolute growth in China is better than other parts of the world, it has been slowing, which is a negative for United Technologies, but earnings are a little less cyclical in a downturn.

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This company has done well, but she prefers United Technologies (UTX-N) which has a bigger presence in China. Although the absolute growth in China is better than other parts of the world, it has been slowing, which is a negative for United Technologies, but earnings are a little less cyclical in a downturn.

WEAK BUY
WEAK BUY
March 5, 2014

Having their investor day this week. Near an all time high. Cyclical. Prefers UTX.

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Having their investor day this week. Near an all time high. Cyclical. Prefers UTX.

BUY
BUY
February 12, 2014

Historically has a period seasonal strength right through until the beginning of May. Technicals are also very strong with a chart showing a straight upward trend, above its 20 day moving average and outperforming the market. The 3 positive technicals tell you to continue to own and even buy some more.

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Historically has a period seasonal strength right through until the beginning of May. Technicals are also very strong with a chart showing a straight upward trend, above its 20 day moving average and outperforming the market. The 3 positive technicals tell you to continue to own and even buy some more.

BUY
BUY
October 18, 2013

Defense department related. A one off. He expected the defense part of their business to be weak. Management has done a great job. Not that worried. It is a blip.

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Defense department related. A one off. He expected the defense part of their business to be weak. Management has done a great job. Not that worried. It is a blip.

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