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Honeywell International Inc. Message Board

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  • HON bought Germany based Elster, Inc recently for $ 5.1 billion

    Elster is in the ''smart metering'' business, mostly for natural gas & water/fluids.
    Elster revenues last year were $ 1.8 billion
    HON said it paid ''12.6 times core earnings'' for Elster, so this firm generates approx
    $ 400 million of ''core earnings'' annually.

    This Elster acquisition is the largest purchase by Dave Cote and its also the largest
    since HON bought Allied Signal in 1999. HON released a plan in 2014 saying it plans
    to dedicate $ 10 billion in capital for acquisitions, so this transaction uses about half
    of HON's buying war-chest.

    I have read that ''smart metering'' is a growth industry as water and energy monitoring
    get more important. But is a $ 10 billion global metering business large enough to
    impact HON's financials in a meaningful way....? Maybe HON needs to dedicate more
    capital to this potential metering emerging frontier, if its truly a future grower...?
    If HON really thinks metering is a viable business, the WSJ said they need to buy a US
    and maybe a Latin America metering firm(s) as well. To me that seems like HON
    will need to spend more than $ 10 billion total to build out this global metering platform.

    I approve of Cote using capital to enter new growing businesses. IMO its much better
    than ill timed buybacks, when stock price are high and costs of capital are so low.
    I hope Cote and his team have extensively and accurately done their due diligence
    that the global ''smart metering'' industry is for real when it comes to future revenue
    and profit growth, worldwide. Time will tell.

    If Cote bought one ''smart metering'' firm in Europe then he needs to buy other
    metering firms to round out the strategy. HON needs to move the needle.

  • Reply to

    Splitting The Stock

    by hold_upright May 10, 2015 1:30 PM

    yea and double the dividend right ?

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  • Reply to

    Top Line needs to grow at some point

    by richardparks200 Jul 17, 2015 2:45 PM

    Agreed. This is not the sign of a growing company. Cutting costs to get higher EPS will have a point of deminishing returns. Where are new products, etc.?

  • Hon continues to do a good job taking cost out and driving value for the investors, but can they deliver any revenue growth? We have heard about new products from this management team for the past several quarters, but it doesn't seem to be doing anything for organic growth. This has been a nice stock for awhile now, but I'm not sure how much longer they can cut their way to profitability.

    Sentiment: Hold

  • Reply to

    How much it will go up tomorrow?

    by d052057 Jul 17, 2015 1:53 AM

    Not much. We really need a Stock Split. That announcement would send it flying.

  • Can any one guess just for fun?

  • Reply to

    10 dollars in eps

    by chicosan3 Jun 29, 2015 7:09 PM

    On a down day, the day before earnings, after hours trading has lifted HON up over 2.5%?
    Yahoo won't let me post my conclusions to that.
    Let's try again without them.

    Sentiment: Hold

  • Reply to

    10 dollars in eps

    by chicosan3 Jun 29, 2015 7:09 PM

    I see no surprise Friday..........one core position id never sell

  • Reply to

    BULLISH

    by venusamyhxa Jul 10, 2015 12:36 PM
    defilip1@flash.net defilip1 Jul 11, 2015 12:46 PM Flag

    Spamo... report and ignore this poster

  • Potential Swing Failure - Video at StockMarketVideod (Google them) - HON

  • StockMarketVideod (Google them) chart analysis HON as a possible double by year end!

  • defilip1@flash.net defilip1 Jul 6, 2015 8:42 AM Flag

    Sara... as a UOP and Honeywell Retiree (and an owner of mucho stock) I would like to thank you for your timely response! All the best.

    Sentiment: Buy

  • Reply to

    HON or UTX?

    by hipthreevet Jun 29, 2015 11:50 AM

    I think you have to connect the dots as to how our markets react
    Greece bank failures affect EU banks and they affect US banks.
    Whatever happens will have some consequence to the value of the US dollar in relationship to other currencies... if the dollar gets stronger then companies such as Hon ad GE continue to suffer.

    REX

  • in 3 years price target 150 easy

  • Reply to

    HON or UTX?

    by hipthreevet Jun 29, 2015 11:50 AM
    rudecrudesociallyunacceptable rudecrudesociallyunacceptable Jun 29, 2015 5:06 PM Flag

    I've been saying for three year to let Greece fail.
    I don't see Greece by themselves as being a problem, but when they drag down the other world markets, that is a problem.
    Germany was down by 3.6% with most of the other EU member countries down by a slightly lesser amount.
    After stealing the reserves from their own banks to cover past loans, we may see bank failures on a large scale.
    Today, Financials took the largest hit in the market.
    At one time Visa was down today by 4.4%
    Let Greece go their own way and start concerning yourself with China, Italy, Spain and Puerto Rico as those most likely to disrupt the markets next AND for an extended period of time.

    RCSU

  • Reply to

    HON or UTX?

    by hipthreevet Jun 29, 2015 11:50 AM

    The protestors in the streets of Athens made it clear today that they do not accept the proposals demanded by the IMF or Eurozone members. Expect the referendum to fail. Wait until those pension checks dry-up
    Today Greece was again downgraded....How do you downgrade below its current rating of junk?
    One of my many concerns deals with the tens of thousands of migrants which fled into Greece and Italy over the past year. Terrorist seems to love jumping into environments of unrest...and ISIS did say they planned to hit Rome.
    I saw a news interview today were a US official said he would not be surprised if this time next week the news would be discussing a terrorist attack which happened this weekend, not very comforting!
    Obama said today that he will not bailout PR....lot of investment there from US
    Earlier I noticed that everyone of the DOW components was in the red today
    Hope I am wrong, but expect Hon to dip below $100/share yet this week.

  • Reply to

    HON or UTX?

    by hipthreevet Jun 29, 2015 11:50 AM

    Just stirring the pot. Definitely would not buy in current environment. Good time to have handful of cash to put to work after bottom forms. Still don't know which way the Greece thing will go - at least in the short term. May take two weeks to sort out depending on referendum results.

    September rate increase could move down the road some but they are anxious to get it done soon. They do need to increase rates if only to be able to lower them for next crisis that may come sooner rather than later!

  • Reply to

    HON or UTX?

    by hipthreevet Jun 29, 2015 11:50 AM

    augie the gasman

    I assume you are joking
    I would not be buying anything currently since the market has not found a bottom
    China's lowering of their interest rate did not help them out of their ongoing dive
    PR has now announced that it can not pay the $76B they owe
    and Greece is a disaster which will likely suck other EU members down with it

    PR loans mainly are funded by the US---not good
    Since the earnings period ended, the markets have jumped up and down nearly every other day in speculation over world debt, mainly Greece, however we now see countries other than Greece which may continue to rock the markets for months to come
    DOW just dipped into the 17,6 range and default is scheduled for tomorrow ...another bad day?

  • Reply to

    HON or UTX?

    by hipthreevet Jun 29, 2015 11:50 AM

    Buy the one that GE will be bidding on after they complete the sale of most all of their finance businesses for a total of more than $100B..

    augie

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