Honeywell International, Inc. (NYSE:HON)

CAPS Rating: 4 out of 5

The Company is a diversified technology and manufacturing company, serving customers worldwide with aerospace products and services, control, sensing and security technologies for buildings, homes and industry.


Player Avatar Mark72703 (< 20) Submitted: 12/31/2009 11:31:55 AM : Underperform Start Price: $34.82 HON Score: -100.64

They are a house of cards. They have laid off the knowlegable engineers and kept many that are inept. We had an engineer that came to the plant and fixed the Honeywell system the first time. Now we have been down for 2 weeks with a parade of people coming through that don't know what they are doing. They laid off the regular guy.

Report this Post 10 Replies
Member Avatar Ironbob (71.63) Submitted: 2/1/2010 1:39:08 PM
Recs: 1

So your experience with one employee is indicative of the entire company? I don't think so.

Member Avatar carl257 (58.02) Submitted: 2/3/2010 9:56:31 AM
Recs: 0

i'll take the other side of that bet.

Member Avatar atsfstan (66.41) Submitted: 2/18/2010 2:24:47 PM
Recs: 0

Sounds like a disgruntled employee. Bet his actual investment (if he has one) is the opposite of his call.

Member Avatar tomlongrpv (78.22) Submitted: 2/26/2010 12:32:50 AM
Recs: 0

I am buying whatever this guy doesn't like and selling short whatever he does like. Look at his score!

Member Avatar gembuyer (< 20) Submitted: 3/3/2010 10:01:45 AM
Recs: 0

With a spouse who is an engineer at Honeywell, I can understand the analysis by Mark.
However, there remains a strong functional core, the business is continuing. I'm long many shares of HON and watch earnings closely.

Continue a long view, but with the appropriate monitoring.

Member Avatar CanadianTMF (53.76) Submitted: 3/11/2010 8:02:46 PM
Recs: 0

Bravo.........Mark, pls tell me your company name also as I like to avoid investing in that where machine breaks down every now and then. Seriously, is it that HON guy can't solve the problem or ppl keep breaking their machine, which one is correct..............assignment to

I wasn't into reading bear pitch, but I felt it's humors. let's short HON and make Mark a successful investor...............booyaaaaaaaaaaaaaaaaaaaaah.............Cramerology...........from Mark.............

Member Avatar Ironbob (71.63) Submitted: 3/16/2010 12:01:28 PM
Recs: 0

"Continue a long view, but with the appropriate monitoring."

Is there another way? What struck me as odd is that Mark isn't able to differentiate between a development engineer and a maintenance engineer. We also don't know how old the equipment is that keeps breaking down. It's why I take what he said with a grain of salt.

Member Avatar billxviii (65.40) Submitted: 3/23/2010 8:21:08 PM
Recs: 0

This is one division. The controls group probably isn't getting the most attention these days. All the divisions together are what counts. However, a division they are letting slide and milking for cash by cutting personnel is going to pull the whole group down as some point. I wouldn't be surprised to see them sell the division that created most of the company name if this continues and the layoffs catch up with them.

Member Avatar Ironbob (71.63) Submitted: 3/24/2010 1:28:58 PM
Recs: 0

Can you cite one instance of what you're talking about. How do you know they're letting it slide? How do you know they're cutting personnel? Because Mark said so?

Member Avatar muffins222 (< 20) Submitted: 8/11/2011 10:55:45 AM
Recs: 0

This is a huge conglomerate with so many branches. Marks remarks have no value to the working of the complete picture, IF at all? He sounds like a disgruntled employee as already said.

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