I thought Honeywell (HON) was one of the best multi-industrial companies for 2018, and although it wasn’t the best performer (Roper (ROP)
did better, to name one), I’m basically happy with the modest
outperformance it delivered. Looking into 2019, I still have this as one
of my top names, given its healthy exposure to longer-cycle sectors
like aerospace and its relatively positive end-market mix. With growth
opportunities across its existing businesses and more capital deployment
options, this looks like a good long-term holding that still has some
shorter-term undervaluation to add to the appeal.
Read more here:
Honeywell Still One Of The Best Options
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