Take advantage of this opportunity and buy!! ADT is the largest player in a growing market with 6.5M customers paying them every month to protect their homes and businesses...and they are under contract!! Management at ADT has been passive in sitting back and letting cable companies and other new entrants attack them and take share and in many cases with the help of ADT's vendor "partners". I believe that this will be a wake up call for ADT and they will transform this business to become the hunter rather than the hunted.
I believe that Hon is a great long term stock and has clearly paid off for those of us that invested in it over the past 10 years. As far as Cote appearing on Mad Money, I believe that they are going to report earnings that the market will not be excited about and the "chat" with his neighbor is an orchestrated plan to get him in front of the cameras and assure everyone that they are executing their plan and that the seed planting that they have done for several years is paying off...refer back to his October 23rd appearance. 2014 should be strong for Aero, they will have a killer first quarter in the energy business thanks to the polar vortex and extreme cold across North America and they will get full year impact from the Intermec acquisition. The future looks bright, but I think that report tomorrow will be underwhelming...IMHO.
I think Google will be a formidable competitor in this space with the Nest management team. Honeywell better hit the gym if they want to continue flexing their muscles in this space. Maybe they should have spent more time and money on innovation rather than patent litigation.