Valuentum Exclusive Analysis for the Discerning Investor

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Dec 15, 2020

Honeywell Is a Tremendously Resilient Enterprise and a Rock-Solid Dividend Payer
Image Shown: Honeywell International Inc expects its financial performance will post a significant rebound in 2021. Please note this guidance assumed a safe and viable COVID-19 vaccine would get distributed by early-2021, though distribution activities started before then in December 2020, which supports Honeywell’s near-term outlook. Image Source: Honeywell International Inc – Third Quarter of 2020 IR Earnings Presentation. We added one of our favorite industrial stocks Honeywell to the Dividend Growth Newsletter portfolio on November 27 as the firm’s operational and financial performance has proven to be incredibly resilient in the face of the ongoing coronavirus (‘COVID-19’) pandemic. As global health authorities begin to put an end to the pandemic, aided by recent COVID-19 vaccine developments, Honeywell is well-positioned to capitalize on a global economic recovery. Shares of HON yield ~1.8% as of this writing and its Dividend Cushion ratio sits at 2.3, earning the firm a “GOOD” Dividend Safety rating. Please note that the forward-looking Dividend Cushion ratio and Dividend Safety rating incorporates our forecast that Honeywell will push through meaningful dividend increases in the coming years, too, so Honeywell's foundation of dividend health is quite strong even considering future growth in the payout.

Dec 12, 2019

Our Reports on Stocks in the Conglomerates Industry
We've optimized our industrials coverage.

Oct 26, 2016

Commodity Price Pressures Dinging Industrial Bellwether Expectations
GE, 3M, and Caterpillar have all reduced their expectations for full-year 2016 results as a result of a challenging operating environment.

Mar 27, 2015

Part I: Nelson’s Notes on Berkshire Hathaway’s 2014 Newsletter
Notes from Valuentum’s Brian Nelson on Berkshire Hathaway’s newsletter. Part I.

Sep 22, 2014

Merger Activity Has Stepped Up Again as Stock Market Strengthens
Siemens scoops up Dresser-Rand, SAP buys Concur, and Merck KGaA buys Sigma-Aldrich.