Monday, January 22, 2018

Honeywell International is a Buy For 2018

Honeywell International (NYSE:HON) has been the standout performer in the stable of industrial conglomerates, and its near- to mid-term prospects look better than its nearest peers, namely General Electric Company(NYSE:GE) and United Technologies Corporation (NYSE:UTX). In addition, analysts walked away from Honeywell's recent outlook thinking that management's guidance was too conservative and promptly raised it. I agree that the stock is worth buying and here's why

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Commercial Construction Stocks

There are two key reasons to buy stocks in the commercial construction sector: the ongoing cyclical recovery in the U.S., and the long-term megatrend of an emerging middle class in countries like China. As a population's GDP growth per head and consumer spending increase, it's going to need offices, warehouses, hotels, and retail centers. That's where companies like United TechnologiesIngersoll-Rand, Lennox International, and Allegion plc come in. Let's take a closer look at why these stocks are good plays on global growth in commercial construction spending.

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FedEx's Management Talks About 2018

FedEx Corporation (NYSE:FDX) reported its fiscal second-quarter earnings a few days before Christmas. While it was easy to lose track of them in the festive merriment, they actually contained a lot of positive indicators for investors leading into 2018. Let's take a closer look at five key takeaways from the earnings presentations and how the company is set for the coming year.

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Sunday, January 21, 2018

Is PPG Industries Dividend Sustainable?

Dividend Aristocrat PPG Industries, Inc. (NYSE:PPG) has increased its dividend every year since 1972. But is its current dividend sustainable? And what can income-seeking investors expect in terms of long-term growth?
Let's take a closer look at the coatings company's prospects for dividend investors.

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FedEx Will Grow in 2018

FedEx (NYSE:FDX) has had a good year, and the package delivery company's recent second-quarter 2018 results served notice that its strategic plans are on track. In addition, FedEx would be a major beneficiary of President Donald Trump's planned Tax Cuts and Jobs Act of 2017 -- management intimated that its earnings would get a boost -- and the expected increase in GDP growth will likely lead to the company boosting capital spending and hiring. There's a lot of new news in FedEx's earnings report, so let's take a closer look at what happened.

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2 Growth Stocks to Buy

You would struggle to find two more dissimilar companies than Owens Corning (NYSE:OC) and Dana Incorporated (NYSE:DAN), but it's what they have in common that really counts. Both are mid-cap stocks set to grow earnings at a double-digit rate in the next couple of years. Let's take a closer look at these two growth-stock candidates for your portfolio.

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Wednesday, January 17, 2018

3 Stocks to Buy?

The stock prices of United Technologies (NYSE:UTX)United Parcel Service (NYSE:UPS), and Ingersoll-Rand (NYSE:IR) all fell recently after they reported their third-quarter results, and although each has recovered somewhat, they remain below their 2017 highs. It's therefore worth taking a look at all three to see if those declines provide a good value entry for investors.

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Honeywell International is a Better Stock to Buy General Electric

The dramatic 44% fall of General Electric's (NYSE:GE) share price this year is undoubtedly starting to tempt value investors into the stock. But on a risk/reward basis, I think Honeywell International (NYSE:HON) -- up nearly 32% over the same period -- remains the more attractive investment. Here's why.

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Monday, January 15, 2018

FedEx Stock Had a Strong 2017

It's been another good year for investors in FedEx Corporation (NYSE:FDX). The stock's near 24% rise this year is significantly ahead of the 18% increase of the S&P 500 and key rival United Parcel Service's (NYSE:UPS) rise of merely 5%. Let's take a look at FedEx's 2017 and why the market has taken a positive view of the package delivery company's prospects.

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Why Middleby Stock Rose Recently

After a disappointing year, stock in commercial cooking and processing equipment company The Middleby Corporation (NASDAQ:MIDD) rose 10% in November. The reason? On the third-quarter results presentation on Nov. 7, CEO Selim Bassoul served notice that the company's revenue outlook was improving, providing for "continued margin expansion for Middleby as we enter into 2018." 

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Why A O Smith Soared Recently

he stock price of residential and commercial water heater and boiler manufacturer A.O. Smith Corporation (NYSE:AOS) rose 7.1% in November largely after an upbeat presentation to analysts on Nov. 9.
Essentially, the company reiterated the investment case for buying the stock and highlighted management's projection of organic revenue growth of 8% for the next several years.

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Wednesday, January 3, 2018

Why Deere Stock Soared Lately

Agricultural equipment manufacturer Deere & Company (NYSE:DE)soared 12.8% in November on the back of a strong set of fourth-quarter earnings and a positive outlook for 2018. It's been a difficult few years for the company but 2017 marked the passing of a trough in revenue and earnings and Deere looks set for an upswing in the agricultural machinery cycle.

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Why Transportation Sector has Soared Recently

The stock prices of leading railroads CSX Corporation (NASDAQ:CSX)and Union Pacific Corporation (NYSE:UNP) rose strongly in November, with the former increasing 9.3% and the latter up 10.5% on the month. While it's easy to get too focused on the granular detail, the reality is the whole transportation sector was taken higher in November.

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Why GE Stock Slumped

General Electric Company (NYSE:GE) stock fell 9.3% in November, compounding a disappointing year for investors. In a nutshell, GE's investor update on Nov. 13 failed to demonstrate that a quick fix for the company's problems was in the cards. In addition, a 50% dividend cut would have disappointed any income-seeking investors holding the stock

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Friday, December 22, 2017

United Technologies Stock in 2018

There are two main themes to United Technologies Corporation(NYSE:UTX) coming year. The first is the completion of the acquisition of Rockwell Collins, Inc (NYSE:COL) and the second is the continuation in development of United Technologies's long-term strategic objectives.
The investment thesis for the stock isn't really about its near-term earnings potential -- analysts are expecting just 3% EPS growth in 2018 -- but rather how the company is positioning itself for long-term earnings growth. Let's take a look at current progress and what the company needs to do in 2018.
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UPS Stock in 2018

Another year and another period of FedEx Corporation (NYSE:FDX) stock performance trouncing that of United Parcel Service, Inc. (NYSE:UPS). In fact, UPS stock is flat on a year-to-date basis at the time of writing. It's all very disappointing because UPS is supposed to be a way to play booming growth in e-commerce transactions. What's going on, and what should investors look out for in 2018?

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Tuesday, December 19, 2017

Why Caterpillar's stock soared in 2017

It's not hard to see the overlying reason why Caterpillar Inc. (NYSE:CAT)stock is up nearly 50% in 2017 at the time of this writing. The simple explanation is earnings expectations have more than doubled since the start of its financial year as management raised full-year 2017 adjusted profit per share guidance from $2.90 to $6.25. Here's a look at just how and why this happened

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Stocks Benefiting From Trump's Trip to China

President Trump's plans to readdress the trade deficit got a boost from his trade mission to China, with Secretary of Commerce Wilbur Ross announcing around $250 billion in trade deals for U.S companies. The majority of the deals were signed as part of the recent CEO delegation to China, and there's little doubt about Trump's determination to defend U.S. interests.

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Tuesday, December 12, 2017

Focus on GE's Power Segment

It's hard to understate the importance of General Electric Co.'s (NYSE:GE) power segment for investors. It's long been the company's core business, and given that CEO John Flannery's plans are to focus GE on power, healthcare, and aviation, it's clear his ability to return the ailing segment to form will be a key factor in any investment thesis around the stock. GE may well get power back on track, but if so, it's still going to take time, and it might not be as easy as many people think. Here's what you need to know.

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Friday, December 8, 2017

Is General Electric's Dividend Safe

General Electric Company's (NYSE:GE) previous annual dividend of $0.96 per share has been reduced to $0.48, but is even this payout sustainable? The reason for the cut was that earnings and cash flow fell well short of expectations in 2017 and management needs to improve performance going forward. That said, let's take a look at the plans CEO John Flannery recently outlined at the investor update, and whether they make GE's new dividend truly sustainable or not. 

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