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United Technologies Corporation Message Board

uacflyer 6 posts  |  Last Activity: Dec 23, 2014 10:12 PM Member since: Jan 9, 2006
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  • Reply to

    What might UTX buy?

    by ffranklin66 Dec 18, 2014 4:15 PM
    uacflyer uacflyer Dec 23, 2014 10:12 PM Flag

    kid, the GE you are describing is not the GE of today. Jack Welch transformed GE into a bank that,..oh by the way,....made industrail products. That move nearly pulled the company down in 2008-2009. Today's GE...Immelt's GE has returned to its roots and is in the process of becoming once again an industrial giant that also has a finacial business. You know that in recent years GE has cut the size of GE Capital substantially, with more to come. GE's tax situation is a result of enormouse losses chalked up by GE Capital. As for the positions advocated by the GE Roundtable that you described, every one of them if enacted would be of great benefit to the country....every single one.

  • Reply to

    What might UTX buy?

    by ffranklin66 Dec 18, 2014 4:15 PM
    uacflyer uacflyer Dec 23, 2014 7:56 PM Flag

    Kid, you and I could not be further apart when it comes to the definition of a "superb" company. GE is an absolutely superb company....a producer of high technology products without which modern life would be impossible. Most people familar with GE will agree with that. However, applying the criteria you used to evaluate EMR one might conclude that GE is anything but superb. Stock performance and company performance are two different things entirely....correlated in the long term, for sure. But, not in the short term.

  • Reply to

    What might UTX buy?

    by ffranklin66 Dec 18, 2014 4:15 PM
    uacflyer uacflyer Dec 23, 2014 3:11 PM Flag

    Brent, Emerson is a superb company and certainly would a "good fit". But, you have to be realistic. EMR's market cap is over $40 billion....meaning it would take $50-$60 billion to buy the company. That figure is at least 2x what UTC could afford.

  • Reply to

    What might UTX buy?

    by ffranklin66 Dec 18, 2014 4:15 PM
    uacflyer uacflyer Dec 18, 2014 7:42 PM Flag

    UTC has said that it's looking for a major acquisition in the commercial/industrial area. It will not be aerospace. In my mind the most interesting question is whether UTC limit its interest to the building systems area, or decide that to grow significantly it needs to broaden into a third industrial area. Hayes has said he's looking for something big,...$20B, even $30B. There's no way UTC will hit its $100B by 2020 with small aquisitions. Even Goodrich with ~ $8B in sales seems small given a $100B target in just six years.

  • Reply to

    Boeing

    by meemcharl Dec 16, 2014 8:03 AM
    uacflyer uacflyer Dec 16, 2014 10:55 AM Flag

    Are you wrong about that! Not only will the increase be less than 15%...it will likely be less than 10%. I'm betting on 5%. UTC is in a squeeze that will last a few years as Pratt ramps up engine production. Along with that, earnings projections for `15 are about 5%, tops. That's the was I see it.

  • Is the rate for next Q known? Thanks.

    Sentiment: Hold

UTX
116.91Dec 24 1:07 PMEST

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