I started following "lionstock-aletrs” (Gooogle it - off course without any space or dash in between the words) and their notifications are better than anyone else.
R
By June 2020 all the internal holders have made their move before 2nd quarter results announcement. All of then have sold their fare shares at peak value.
Bearish
r
SP has only gone up 42% in last 5 years. Are there any reasons to hold this any longer? I can buy a low cost etf and do better.
Was looking to get some opinions here. I'm a distributor for eaton's electrical unit. I'm also an individual stock holder. Within the past year or so, and still going on, Eaton has had trouble filling my orders and in some cases back ordering items for multiple months. Mostly this involves circuit breakers, but some other items too. My question is, would you view this as positive since obviously their products are in demand, or negative since a large company should be able to fill orders in a reasonable time frame. My customers love the quality material, but myself and Eaton have lost orders because of this. Thoughts?
A
EPS $1.46 versus consensus $1.43; slight beat. Guidance for 2019 $5.70 to $6.00 per share. At 15 P/E, this is a $90 stock...
A
Market looking for solid firms that pay a reasonable dividend. Interest rates are headed down; ETN is headed up.
J
KeyBanc Upgrades Eaton to Overweight, Announces $93 Target Price
D
At the current price of $60/share, the dividend yield is 4.87%. This could be an awesome buying opportunity for the buy-and-hold investor!
Bullish
A
Close to 4% dividend; time to buy and hold for a year.
J
when is Ex-Div?
M
Seriously, whats going on here? Solid earnings and revenue and we open down ~3%??
Citing "portfolio changes increasing the multiple," Citi analyst Timothy Thein has raised the price target on Eaton (NYSE:ETN) to $110 (from $98) and maintained a Buy rating onshares.
D
With a forward dividend yield of 3.12% and a payout ratio of less than 50% of cash flow, I'd certainly be a buyer at this price, except ETN already represents a hair over 10% of my net worth. My cost basis is just $37.42/share, so I'm quite pleased with "my" dividend yield of 7.8%
Bullish
J
I think they surprise on the upside tomorrow. Hopefully future guidance will also be positive.
Bullish
K
I work for a company that sells alot of Eaton products this company is growing fast
M
Johnson Controls barely beats estimates and only reaffirms guidance while Eaton easily beat estimates and raised full year guidance. JCI is up 5%+ while ETN is down almost 2%. Something very fishy is going on.
S
Where's the dividend? They have paid one since Dec. I thought they would have had an announcement to raise for March.
2020 Full Year Outlook
Adjusted Earnings Per Share $5.60 - $5.90
Organic Revenue (1) – 1%
Acquisition Revenue 2%
Divested Revenue (7.5)%
Adjusted Segment Operating Margins 17.8% - 18.2%
Corporate Expenses (interest, pension, other corporate) Flat with 2019 levels
Tax Rate on Adjusted Earnings 14.8% - 15.8%
Operating Cash Flow $3.4B - $3.6B
Free Cash Flow $2.8B - $3.0B
Capex $550M
Share Repurchases $2.4B - $2.8B
1st Quarter Outlook
Adjusted Earnings Per Share $1.16 - $1.26
Organic Revenue (3)%
Acquisition Revenue 2%
Divested Revenue (3)%
Adjusted Segment Operating Margins 15.8% - 16.2%
Tax Rate 15% - 16%