Illinois Tool Works

ITW-N

NYSE:ITW

177.24
2.37 (1.32%)
Illinois Tool Works Inc. or ITW is a Fortune 500 company that produces engineered fasteners and components, equipment and consumable systems, and specialty products. It was founded in 1912 by Byron L. Smith.
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Analysis and Opinions about ITW-N

Signal
Opinion
Expert
BUY WEAKNESS
BUY WEAKNESS
July 27, 2017

A big industrial parts supplier. On their latest earnings, adjusted profits were up 16%, the highest quarterly income they’ve had in their history. Margins are 24%, an all-time record. The biggest rebound in the last quarter came from their welding and test and measurement. On the negative side, their auto business was flat. Trading close to an all-time high. This is a company with consistently growing free cash flow and dividends will follow. It is cyclical, so there will be volatility in down markets. He would wait for weakness to buy.

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A big industrial parts supplier. On their latest earnings, adjusted profits were up 16%, the highest quarterly income they’ve had in their history. Margins are 24%, an all-time record. The biggest rebound in the last quarter came from their welding and test and measurement. On the negative side, their auto business was flat. Trading close to an all-time high. This is a company with consistently growing free cash flow and dividends will follow. It is cyclical, so there will be volatility in down markets. He would wait for weakness to buy.

COMMENT
COMMENT
August 25, 2016

Take profits? Has had a nice run, simply because the auto sector has done well. There is nothing wrong with the company. The growth should continue to go, because they are still looking at getting organic revenue growth. This is a chance to do some rebalancing. If this is overweight in your portfolio, then sell some. Depending on your waiting, he would sell half and then let the rest run.

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Take profits? Has had a nice run, simply because the auto sector has done well. There is nothing wrong with the company. The growth should continue to go, because they are still looking at getting organic revenue growth. This is a chance to do some rebalancing. If this is overweight in your portfolio, then sell some. Depending on your waiting, he would sell half and then let the rest run.

TOP PICK
TOP PICK
March 16, 2012
Boring Company. Cash flow positive in all 7 segments of its business, 7x earnings. It will keep raising dividends and he likes its cyclical exposure.
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Boring Company. Cash flow positive in all 7 segments of its business, 7x earnings. It will keep raising dividends and he likes its cyclical exposure.
PAST TOP PICK
PAST TOP PICK
June 22, 2011
(A Top Pick Dec 30/10. Up 4.27%.) Still likes.
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(A Top Pick Dec 30/10. Up 4.27%.) Still likes.
PAST TOP PICK
PAST TOP PICK
March 30, 2011
(Top Pick Mar 30/10, Up 17.85%)
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(Top Pick Mar 30/10, Up 17.85%)
PAST TOP PICK
PAST TOP PICK
March 18, 2011
(Top Pick Dec 30/10, Up 0.28%) Sideways is the new UP in volatility.
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(Top Pick Dec 30/10, Up 0.28%) Sideways is the new UP in volatility.
PAST TOP PICK
PAST TOP PICK
February 14, 2011
(A Top Pick Feb 26/10. Up 26.03%.) Industrial recovery was the focus. This one is diversified internationally. 2.5% dividend. Well managed.
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Illinois Tool Works (ITW-N)
February 14, 2011
(A Top Pick Feb 26/10. Up 26.03%.) Industrial recovery was the focus. This one is diversified internationally. 2.5% dividend. Well managed.
TOP PICK
TOP PICK
December 30, 2010
Global infrastructure located in about 57 countries and 8 or 9 businesses. Broadly diversified. Cash flow rich. 2% to 3% yield.
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Illinois Tool Works (ITW-N)
December 30, 2010
Global infrastructure located in about 57 countries and 8 or 9 businesses. Broadly diversified. Cash flow rich. 2% to 3% yield.
TOP PICK
TOP PICK
March 30, 2010
40% of revenues are from North America. Have exposure to Asia and developing markets as well as exposure to the cyclical recovery in the developed markets. Looking for huge operating leverage when the top line picks up and looking for a big bump in earnings. 2.5% dividend yield.
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40% of revenues are from North America. Have exposure to Asia and developing markets as well as exposure to the cyclical recovery in the developed markets. Looking for huge operating leverage when the top line picks up and looking for a big bump in earnings. 2.5% dividend yield.
TOP PICK
TOP PICK
February 26, 2010
Good long-term possibilities. Half revenues are US, rest are international. Well-managed and good track record of acquisitions. Sees very good earnings rebound this year.
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Illinois Tool Works (ITW-N)
February 26, 2010
Good long-term possibilities. Half revenues are US, rest are international. Well-managed and good track record of acquisitions. Sees very good earnings rebound this year.
DON'T BUY
DON'T BUY
June 21, 2007
His model price is $59.14. That's a 7% positive differential. Finding lots of value elsewhere.
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His model price is $59.14. That's a 7% positive differential. Finding lots of value elsewhere.
BUY
BUY
May 30, 2007
A conglomerate in the capital goods sector. Exceptionally run company. Virtually no debt. Has both organic and acquisitive growth. Not expensive.
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A conglomerate in the capital goods sector. Exceptionally run company. Virtually no debt. Has both organic and acquisitive growth. Not expensive.
TOP PICK
TOP PICK
December 17, 2004
Focusing a lot on the industrial sector. Basically a play on infrastructure and global growth.
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Illinois Tool Works (ITW-N)
December 17, 2004
Focusing a lot on the industrial sector. Basically a play on infrastructure and global growth.
TOP PICK
TOP PICK
April 15, 2003
Second time its been his top pick. At a good price below book value. Trades at 7 X earnings. Making some positive changes.
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Second time its been his top pick. At a good price below book value. Trades at 7 X earnings. Making some positive changes.
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