Daily Stock Opinions and Ratings

Opinions

Jim Cramer - Mad MoneyHoneywell InternationalHONBUYAug 23, 2021

The cyclicals will rally with reopening news, especially today's full FDA approval of Pfizer's Covid vaccine. He likes Boeing, so he liked HON, which is Boeing's key supplier. Industrials took off today.

Jim Cramer - Mad Money

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$229.03

Stock price when the opinion was issued

$229.01

As of Jun 18, 2026. Market Open.

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SELL

Great company, now a bit expensive. Sold when valuation got expensive for the fundamentals. Not a bad stock or story. Future expectations on EPS estimates tend to be declining, and he likes things that are going the other way.

BUY

HON has been beaten this year, but now has momentum after the Fed pivoted today.

BUY ON WEAKNESS

Have not reported Q3 yet. Margins expanding. Long cycle business' performing well. Good for re-shoring theme. Expensive valuation at 18x earnings. Better deal in General Electric.

BUY

Reported a solid quarter with organic aerospace sales up 18% YOY. Commercial airplane sales up 20% YPY.

DON'T BUY

He did well with this in the past, but it got too expensive. It's since fallen back in price. Their growth metrics have been fading. There are better industrials.

TOP PICK

Very liquid large cap stock. Excellent business fundamentals. Strong management team. Current share price presenting lots of value. Good for defensive investors. Expecting 4% organic growth annually. Sustainability business in high demand. Energy space also presenting opportunity. New CEO also making positive changes.

PAST TOP PICK

(A Top Pick Aug 16/22, Down 6%)

He sold in January on valuation. Great company. One to own when the price is right. 21st century leader in industrial technology.

BUY ON WEAKNESS

Global company with strong prospects.
Growth has slowed after M&A deals in the 2000's.
Healthy dividend and strong free cash flow.
Share price not cheap enough to buy.
Buy on weakness.

BUY ON WEAKNESS

Believes prospects business very strong.
Current share price very high - wait for shares to fall before buying.
Excellent fundamentals in business.
Strong assets with high quality management team.
Business assets hard to replicate (aerospace etc.)
High margins with excellent revenue growth.

BUY ON WEAKNESS

Trading about 25x earnings, fairly close to its historical average. Because of this, multiple won't expand so you're just looking for earnings growth. Still a bit rich for him. Very defensive attributes in this environment. If your heart is set on it, watch and wait for a pullback. He prefers RTX right now.

PAST TOP PICK

(A Top Pick Mar 10/22, Up 4%)

Sold in January on valuation. Traded at 25% premium to the market, which was not sustainable.

BUY

Aerospace is on fire with a backlog that can last years.

COMMENT

It reports Thursday. He expects a clean story about aerospace, but a difficult story about software and climate controls. He also wants to hear how they're dealing with their large debt.

BUY

Likes it strongly among industrials. Shares are down 6% YTD because of a shift to growth names and industrials are early-cycle names (we're in the late cycle). Likes their exposure to defence, and it pays a 2% dividend yield. There's still runway the rest of this year.

PARTIAL BUY

He bought it recently (last month). He likes that they're focused on automating manufacturing going forward. They have a great CEO. He held his nose to buy it, because it was not cheap, but they are in the right spot.

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