HON : Analysis & Opinions

  1. Honeywell Tweaks Q4 & 2014 Guidance, Offers 2015 Outlook - Analyst ...

    December 16, 2014
    Honeywell International Inc. (HON) recently made some minor adjustments to its guidance for fourth-quarter and full-year ...
  2. Q3: Not Amazing Nor Disappointing - Ahead of Wall Street

    October 17, 2014
    Market sentiment remains fragile and at risk of further deterioration despite an overall reassuring start to the Q3 earnings ...
  3. ...And It Started Out a Perfectly Good Q2 Earnings Season - Ahead ...

    July 18, 2014
    Instead of reflecting on a new wave of tragedy and warfare, I give a run-down of a few big companies reporting earnings this ...
  4. Earnings Previews: Has Restructuring Paid Off Yet For GE And ...

    July 17, 2014
    The earnings crunch is well underway, and industrials General Electric (NYSE: JCI) will be taking their turns in the earnings ...
  5. 3M reported better than expected earnings and raised its guidance

    How 3M Got Back Into Wall Street’s Good Book

    October 24, 2013
    3M reported better than expected earnings and raised its guidance. We'll take a closer look at the news and decipher if now ...
  6. The conglomerate today reported better-than-expected results, as Chief Executive Jeffrey Immelt’s strategy of shrinking its finance unit, slashing costs and investing in its industrial business is paying off.

    GE Is Firing On All Cylinders

    October 18, 2013
    General Electric today reported better-than-expected results, as Chief Executive Jeffrey Immelt’s strategy of shrinking its ...
  7. Expectations Seem To Be A Bigger Problem For Emerson

    August 7, 2013
    Emerson's performance continues to run against the high expectations for the company.
  8. Boeing's Strong Earnings: Time To Buy?

    July 30, 2013
    Boeing's second-quarter earnings were very strong causing it to raise its 2013 guidance. However, nagging problems continue ...
  9. United Technologies Still Has Plenty Of Runway

    July 23, 2013
    Defense drags down UTX, but its Otis and CCS that look like the bigger concerns for the long term.
  10. Illinois Tool Works Comes Up Short On Growth

    July 23, 2013
    Underwhelming growth overshadows ongoing progress with margins.
  11. Ingersoll-Rand Outperforming As Management Hits Its Marks

    July 22, 2013
    Ingersoll-Rand's restructuring seems to be working, but the stock has already moved in expectation of strong results.
  12. Honeywell Rewarding Wall Street's Enthusiasm

    July 22, 2013
    Honeywell outperformed on margins, keeping Wall Street stoked on its potential.
  13. Will The Recovery Underwhelm Linear Technology Investors?

    July 12, 2013
    Linear could be setting up for near-term underperformance.
  14. U.S. Manufacturing Is Still Alive & Kicking

    June 27, 2013
    With durable and core capital goods orders rising, businesses are still betting on a strong U.S. economy in the months ahead. ...
  15. GE Helps MB Real Estate to Buy MOB - Analyst Blog

    June 25, 2013
    GE Capital, Healthcare Financial Services recently provided a debt financing of $89 million to full-service commercial real ...
  16. Honeywell Is Popular, But Built To Perform Well

    June 7, 2013
    Honeywell has the growth and margin drivers to be a solid stock for the long term.
  17. AmazonFresh: Good Or Bad Move For The Stock?

    June 5, 2013
    AmazonFresh, Amazon's online grocery business, is moving out of the testing phase and into Los Angeles, and then San Francisco ...
  18. Roper A Little Short On Growth, But A Proven Builder Of Value

    May 14, 2013
    Roper's organic growth isn't great now, but the market's love for this M&A frequent flyer is unlikely to dim
  19. BorgWarner Still In A Long-Term Growth Lane

    May 13, 2013
    BorgWarner has intriguing growth prospects, but the shares have already recovered quite a bit of ground.
  20. ABB Performing Well, But A Big Change Is Coming

    May 13, 2013
    ABB is executing well in a tough environment, but losing CEO Hogan is a big blow
  21. It Should Be Up From Here For Eaton

    May 13, 2013
    Eaton should see very solid growth from here, but the market is already expecting quite a bit of that.
  22. 3M Ends Up In The Same Industrial Tar Pit As Everybody Else

    April 25, 2013
    Disappointing margins dent 3M's all-weather credentials.
  23. Absent Macro Shocks, Cash And Expenses Will Drive Boeing

    April 24, 2013
    Boeing's delivery schedule slowed, but the long-term value is still quite appealing.
  24. Good Long-Term Trends, But Softer Conditions Today At United ...

    April 24, 2013
    UTX's focused business mix isn't delivering any better results than the average industrial conglomerate
  25. GE's Guidance Wasn't Great, But Expectations Seem Low

    April 19, 2013
    GE looks underpriced on its long-term growth potential.
  26. L-3 Comm Kept at Neutral - Analyst Blog

    February 15, 2013
    We maintain a Neutral recommendation on L-3 Communications Holdings Inc. (LLL) reflecting our concerns regarding the loss ...
  27. Honeywell Comes Through, But Valuation Isn't So Sweet

    January 30, 2013
    Honeywell's low growth outlook doesn't match a fairly robust valuation.
  28. Confidence And Relief Will Take General Electric Only So Far

    January 24, 2013
    GE's performance was decent, but not spectacular.
  29. Honeywell Battens Down The Hatches

    December 13, 2012
    Honeywell's guidance was a bit soft, but the deal for Intermec is smart.
  30. Danfoss A/S Once Again Tries To Get Sauer-Danfoss On The Cheap

    November 29, 2012
    Sauer-Danfoss once again fields what looks like a low-ball offer from Danfoss A/S.
  31. Will Investors Be Secure With ADT?

    November 29, 2012
    ADT is solid but not spectacular.
  32. Tyco Makes A Conservative Debut

    November 16, 2012
    Tyco makes a solid debut following the split from its parent company.
  33. Can Emerson Build On Some Positive Momentum?

    November 8, 2012
    Emerson may be putting a bad run behind it. the company also stacks up reasonably well to other industrial conglomerates ...
  34. Johnson Controls Still Reliable … In A Bad Way

    October 31, 2012
    Johnson Controls still isn't offering many reasons to own the stock.
  35. ABB's Third Quarter Keeps The Uncertainty High

    October 29, 2012
    ABB delivered another mixed quarter in an uncertain and nervous market.
  36. WABCO's Quality Already Reflected In The Stock

    October 25, 2012
    WABCO is well-positioned for growing emerging market demand, but the stock is not cheap.
  37. 3M Stuck In The Same Macro Mire

    October 25, 2012
    3M is doing better than many conglomerates, but a miss at the revenue and operating lines is not encouraging.
  38. An Unusual Miss (And Sobering Guidance) From Danaher

    October 22, 2012
    Gloominess from Danaher should give industrial investors a reason for pause.
  39. Honeywell International's Third Quarter Earnings Report

    October 19, 2012
    Honeywell International (NYSE:HON) announced its results for the most recent quarter on October 19, 2012. Honeywell International ...
  40. 3M Takes On A Little Risk For A Potentially Great Deal

    October 1, 2012
    3M's acquisition of Ceradyne looks like the sort of deal that could quietly pay off very well in the years to come.
  41. If Modine Manufacturing Can Turn It Around, The Rewards Could ...

    September 27, 2012
    investors have to balance the rewards of a much better Modine with the risks that the company will continue to muddle along, ...
  42. Segmenting The Business Doesn't Solve Federal Mogul's Biggest ...

    September 20, 2012
    Federal-Mogul has much work to do in improving margins and returns.
  43. Could BorgWarner's High-Quality Miss Be An Opportunity?

    May 1, 2012
    BorgWarner has broadened its customer base and may be the most promising seller of passenger vehicle parts, but the undervaluation ...
  44. Is GE's Size A Disadvantage?

    April 24, 2012
    GE is reasonably valued on an earnings basis and possesses an above-average dividend yield of 3.5%. But it's difficult to ...
  45. American Reprographics Still Waiting For The Commercial Recovery

    April 11, 2012
    American Reprographics is the largest company in the reprographic services industry, with around a 15% market share. It's ...
  46. EnerNOC Still A When AND If Story

    April 11, 2012
    EnerNOC still has to prove that it has a viable model. At today's prices, this looks like a binary stock.
  47. Should Investors Brake For SORL Auto Parts?

    April 4, 2012
    American investors' indiscriminate obsession with all things China is long past. SORL has been all but left for dead, but ...
  48. Esterline Tech's Primary Growth Avenues

    March 7, 2012
    Esterline's future growth trends are likely to be much more challenging.
  49. Obama’s Corporate Tax Proposal: Which Companies Will Take A Hit?

    February 24, 2012
    President Obama has proposed corporate tax cuts that will lower corporate income taxes from 35% to 28%, but claims he willl ...
  50. Emerson Is Better Than It Looks

    February 13, 2012
    Emerson has stumbled, but is far from fallen.
  51. 3 Reasons To Own Illinois Tool Works

    December 8, 2011
    The large-cap manufacturer is having a good year. Here are some of the reasons to own its stock.
  52. Solazyme May Pay Off On Green Dreams

    November 10, 2011
    Solazyme may have an early lead in the biofuel race.
  53. Eaton – Well-Balanced, But Forever A Bridesmaid?

    October 27, 2011
    Eaton gets relatively less respect than it should, but that could make it a value for patient investors.
  54. GE Still On A Road To Recovery

    October 26, 2011
    GE still looks attractive, after rebuilding over the past few years. Patient investors can expect solid dividend growth. ...
  55. 5 Dividend Darlings

    October 20, 2011
    Strong dividend payers could form the best defense in an unsure market.
  56. The 3 Highest Yielding Defense Stocks

    September 30, 2011
    Despite challenges, the largest defense firms will remain an integral part of the defense industry and possess yields that ...
  57. Tyco Goes Three-For-One

    September 21, 2011
    Tyco looks to finish spinning out its last major businesses.
  58. Will United Technologies Land Goodrich?

    September 19, 2011
    UTX is rumored to be shopping for a major aircraft component player.
  59. Clarcor's Growth Story A Little Gummed Up

    September 16, 2011
    Do Clarcor's growth problems prove that the filtration sector has slowed down?
  60. Market Dislikes 3M's Quarter

    August 1, 2011
    Industrial giant and Dow component 3M had a strong quarter, but not strong enough for the market's tastes. Investors concerned ...
  61. All Is Well At Honeywell

    July 28, 2011
    Honeywell is well positioned to take advantage of an eventual recovery in global industrial economic activity.
  62. Time For Cyber Security Stocks

    June 21, 2011
    Learn which stocks are poised to grow from the increasing need for computer network security.
  63. Growing Demand In Demand Response

    March 23, 2011
    While the supply side of alternative energy gets all the attention from the press, the smart money has been quietly moving ...
  64. Darling: Dirty Business, Sweet Cash Flow

    March 4, 2011
    Darling's business may be dirty and disgusting, but the cash flow smells sweet.
  65. Power-One: Profitable And Cheap

    February 22, 2011
    Due to wind power being in its infancy, many think that it's not profitable, but Power-One proves that theory wrong.
  66. A Siemens Shopping List

    February 17, 2011
    Siemens wants to go shopping, and these companies may find themselves in demand.
  67. Energy Efficient Stock Picks

    February 16, 2011
    A recent Jones LaSalle survey shows that corporate America is willing to pay more for energy-efficient office space.
  68. Honeywell Looking Sweet

    January 31, 2011
    Honeywell is performing well already and a recovery in aerospace could be the cherry on top.
  69. Sales Up, But Rising Costs Dampen 3M Profits

    January 27, 2011
    3M had a slight earnings drop for the quarter despite a revenue increase. Rising raw material costs began to show themselves. ...
  70. Betting on Commercial Real Estate

    December 30, 2010
    The housing market may still be in serious trouble, but there are areas of that industry that still have the potential to ...
  71. Honeywell's 2011 Outlook

    December 15, 2010
    Shares of Honeywell are trading in close proximity to their highs and given its strong 2011 forecast many believe they can ...
  72. 3M Posts Its Glowing Profits

    July 28, 2010
    3M remains a terrific company and a solid stock.
  73. McDermott Split Nears Completion

    July 13, 2010
    McDermott International will split into two companies at the end of July 2010, leaving investors with two separate and independent ...
  74. Honeywell's Free Cash Flow Conversion

    February 2, 2010
    Honeywell's high level of free cash flow makes the stock as sweet as its name.
  75. Who Said Conglomerates Aren't Sexy?

    January 28, 2010
    GE's recent earnings are worth talking about.
  76. Biorefineries Get A Boost

    December 10, 2009
    The Department of Energy recently gave out $564 million in grant money to biofuels research.
  77. United Technologies: A Multi-Decade Industrial Play

    August 3, 2009
    United Technologies will earn more than its fair share of business over the coming decades.
  78. Against The Grain: Four Stocks Raising Their Dividends

    February 19, 2009
    Looking for divivend stock? Take a look at these four companies.
  79. Benjamin Graham's Recession-Resistant Valuation Metric

    December 10, 2008
    Should near-term earnings be taken seriously?
  80. Locate Profit With GPS Technology (TRMB, GRMN, HON)

    July 3, 2007
    It seems global positioning technology is everywhere; which companies are cashing in?
  81. Eye In The Sky (AVAV)

    May 9, 2007
    The success of the unmanned Predator aircraft means the US military wants more robot warriors. Which public companies are ...
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