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NYSE:HON

Honeywell International (HON)

229.01
-0.00 (0.00%)
as of Jun 18, 2026, 11:17:31 pm Market Open.
67 watching
0
BUY
There's a strong secular tailwind for agriculture as well as capital expenditure to produce greater efficiency. She'd be looking at automation, like Rockwell and Honeywell. Then, how do you move those goods? Look at Union Pacific. There are various ways to play the industrial sector as you move into 2023. She expects capex in private and public levels to pick up in 2023 in the U.S. but also globally even with a (shallow) recession. This is a long-term trend. You can also play this the ETF, GUNR,
WEAK BUY
HON vs. RTX for a 2-year hold? He owns both. Both heavily involved in aerospace. HON has done extremely well, increased organic growth and margins. Success means HON is getting a bit expensive. RTX has more potential, ability to grow free cashflow over next 2-3 years, a good buy.
BUY
Allan Tong’s Discover Picks Honeywell has held up well this year, down only 4% compared to the Nasdaq’s -30%, which makes this a fairly safe stock. For the most part, HON stock has been rangebound between $170 and $200 and currently is riding the market upswing and returning to $200. It could break this level and return to its 52-week high of $228.26 as the market enters a historically strong period, given the U.S. midterm election which typically rises after that vote. In the meantime, shareholders are paid a 2.1% dividend as it trades at a 27x PE though Honeywell’s forward PE of 20.24x is more inline with the company’s historic average. (A caveat, but not a dealbreaker.) Read 3 Must Have Safe Stocks to Play Defensive for our full analysis.
BUY
Likes it. Their exposure to aerospace is positive, given UAL's strong quarter this past week. Pays a 2.25% dividend. Their quarter should be good.
COMMENT
A fine conglomerate involved in automation and industrials. Well-run, particularly in capital allocation. Trades at a premium. But he prefers Raytheon, which is slightly different--a mix of aerospace and defence--but there's room for multiple expansion around 15x PE now. Both companies have decent growth outlooks, but Raytheon is better.
BUY
Honeywell vs. Carrier for HVAC investment HVAC is recurring, so kind of defensive. She owns neither, but Carrier offers direct exposure to HVACs. She likes Honeywell, a more diversified industrial. Are well-managed. She likes their aerospace exposure as international travel resumes. Overall, she prefers Honeywell.
BUY ON WEAKNESS
Likes this industrial Covid hobbled its aereospace business, but post-Covid that will come back. Will buy more at $190.
TOP PICK
A broad industrial that makes home safety products but also they make avionics and aerospace instrumentation. Their order book is at a record backlog of $29.5 billion. Their latest earnings beat earnings and revenues. They reaffirmed growth for 2022. Trades under 20x earnings. Solid balance sheet and dividend. (Analysts’ price target is $206.67)
BUY ON WEAKNESS
With industrials, what's the macro in the future, like a recession in Q3 or Q4? It's fully valued now. $168.73 is his model price. A huge buy at $112, though.
HOLD
It's one of the best industrials in America. Its core aerospace and climate controls for commercial buildings took a hit during Covid. Industrial software, warehouse automation and quantum computing are businesses underappreciated, especially in this defensive market. He's willing to hold on and wait. Last month, it reported mixed results and shares got hammered. What will it take to make a comeback?
TOP PICK
New addition to his portfolio. A third of its business is aerospace, which has been held down by the pandemic. The other side is the internet of things. Now has a monitor for airborne viruses. Exciting company, trades at less than 20x earnings, A+ balance sheet. Yield is 2.14%. (Analysts’ price target is $222.13)
BUY
A great industrial stock doing a great job in a tough environment. The stock has been crushed, because Boeing is their supplier. HON said they will have excellent organic growth in 2022. Will the CEO pick up a company to turn the narrative around?
WATCH
They report Thursday. They have a huge aerospace business that is turning around. Now, the stock is a total dud, but it never stays a dud for very long. Listen to what the CEO says.
BUY
It got hit today and it's a buying opportunity. The CEO isn't afraid to adjust and evolve the company, which has a track record of reinvention.
PARTIAL BUY
Value and momentum is middle of the pack. Stable stock. The small yield is negligible. Not in any type of stress. Good return on equity. Should benefit from a reopening type move in industrial stocks. Can find cheaper industrial stocks that he prefers.
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