Reddit Posts
Defense Contracts & FCF - Looking at L3Harris Corporation (LHX) and Honeywell (HON)
Markets rose slightly after Trump announced a U.S.-EU trade deal with 15% tariffs on most European goods and a global tariff rate of 15–20%.
Honeywell's Q2 Earnings & Revenues Beat Estimates, 25' View Up
The S&P 500 edged higher on Monday even after President Donald Trump threatened high tariffs on more countries over the weekend.
Trump tariffs seem to be ‘here to stay,’ U.S. Bank’s Robert Haworth says
Cybersecurity Market Set to Surge Amidst $8 Trillion Threat (CSE: ICS)
Cybersecurity Market Set to Surge Amidst $8 Trillion Threat (CSE: ICS)
Epazz Sets Sights on $400B Market Opportunity with AI Smart Battery Technology
Honeywell’s stock rises after sales beat estimates on aerospace strength (NASDAQ:HON)
Drone Technology Usages Are Expanding as a Rapid Pace for Military Applications & Purposes
Covid bio/ ppp producers are hot. Heres a list LHDX, VRAX, APT, HON, MMM, KMB. Add more if you see more.
From Inflation to Recession: Part 2 - puts on industrials for generational wealth
2022-11-10 Wrinkle-brain Plays (Mathematically derived options plays)
FOXCONN - FIT(Foxconn Interconnect Technology) HON TENG and the "still" unclear intentions.
3M is undervalued and offers a great dividend
3M is undervalued and offers a good dividend (for longer term holders)
Did ya know that increasing short interest can actually be bullish for a stonk?? Well “HON”
Quantum Computing: Is it a good time to invest?
Honeywell Quantum Solutions And Cambridge Quantum Complete Business Combination To Form World's Largest, Most Advanced Standalone Quantum Co
$ORGN, $HON Honeywell demonstrates commercially viable way of turning plastic back into oil. With Origin Material's tech, wood waste can make plastic, which can be turned into oil. In other words, RENEWABLE CARBON-NEUTRAL OIL.
Picking options for risky earnings plays
Benefactors of the Infrastructure Deal - $CAT $CX $HON $KKR $X
Honeywell Quantum Solutions And Cambridge Quantum Computing Will Combine To Form World's Largest, Most Advanced Quantum Business
The Bear of all Bears thinks $GE is a buy and will outperform the market... even weirder... they say it’s a buy over $HON... maybe my YOLOs are no longer YOLOs, but prophecy
Primer on analyzing stocks? Most important metrics? I usually check earnings, pe, etc. Then various articles, sentiment, etc.
Here is a Market Recap for today Tuesday, April 6, 2021
Here is a Market Recap for today Tuesday, April 6, 2021
Mentions
I’m nibbling around the edges of quantum with HON and IBM.
HON is the majority (55% if I remember correctly?) shareholder.
Buy the quantum computing stock nobody is talking about that is already profitable and huge…$HON
I've been loading up on HON, but I have a feeling only the aerospace side of things are going to do well relative to S&P500. Might reserve some cash to load up on Aerospace right after spin off
This is super cool work. Re LHX, I wonder if part of the “why isn’t price moving” thing is just the usual defense stock problem: market assumes contract spikes = lumpy, multi‑year programs with slow ramp, political risk, and margin uncertainty. So even a $1.2B bump in obligations gets mentally discounted pretty hard. Also worth keeping in mind a lot of the recent defense bid is already “macro priced in” from the Ukraine / Indo‑Pac narrative, so anything that looks like incremental upside from contracts might just be offsetting multiple compression from higher rates or election noise. The FCF linkage you’re seeing from obligations is interesting though. If that signal holds across more names than just LHX / HON, that’s a legit edge, even if it’s only explaining 10–20% of the story.
Took a random gamble on HON at the close for no other reason than it looked under appreciated. Serious analysis.
Instead of buying QNT buy HON. They are maintaining majority ownership so you get Quantum exposure indirectly. Also they are spinning off their aerospace business which is in great shape. HON itself still has value afterwards.
SOLS the spinoff from HON… they are involved in nuclear and cooling chemistry.. also BRICS companies incase the dollar gets wonky
Perhaps adding RAAQ and bbcq EU is coming and soon Quantinuum see HON new sec form
!p vm analyze the option chain of HON for me
!p vm analyze the option chain of HON for me
VM how are HON earnings looking
Buy HON and hope the give you shares once it is public.
On the automation side, it is one of the reasons I am waiting for HON to spin-off the Aerospace Division. I think the Automation side is way under value just like their Advanced Materials group (now SOLS)
Would you be willing to give me 100 barrels only for free? My son's 10th birthday is next week and all he has on his wish list is 100 barrels of light sweet crude. I already told him he could have it and he'll end up crying if his birthday is ruined. But I'll also need 100 barrels. Oh and can you drop it off like next Tuesday? I don't drive. THANKS HON!!! :D :D :D :D
**DId not say anything about timing the market.** My strategy works for me. You many not like it but here it is For my downside strategy, it is simple - if I loses \~15-20% of my original investment dollars, I am out and ask what did I miss or were there any over-riding events (war, terrorism, ..). I will continue to watch but rarely do I average down as I view this as throwing good money after bad. You need to remember if you lose 50%, the stock needs to double just to get to even (that just does not happen often). For the upside (makes sure you have a price target based on your DD and actively monitor), I typically sell 1/3 or 1/4 if it grows 25-50% (no harm in taking profits). If it doubles, I sell half and let the remainder ride as I view these as "free" shares from my original investment dollars. They become part of "hold and forget" portfolio that I only tap if I need the money for a big purchase (car, home remodel, vacation...). Today, my "hold and forget" include HON (\~$30), META ($19), AMD ($2), GE ($6), LLY ($60), BRK.B ($101). HON is my largest individual holding in the high 6-figures today. For my downside strategy, it is simple - if I loses \~15-20% of my original investment dollars, I am out and ask what did I miss or were there any over-riding events (war, terrorism, ..). I will continue to watch but rarely do I average down as I view this as throwing good money after bad. You need to remember if you lose 50%, the stock needs to double just to get to even (that just does not happen often). My most recent addition to my hold and forget portfolio is INTC. - I loaded up on it in the $18-19 range because it assets were greater than it stock value. Slow and steady wins the race. Avoid FOMO and YOLO. Good Luck
Every? The CEOs of PLTR, LMT, NOC, HON, RTX, LHX, etc will likely say "Unexpected TAILwinds", no?
First I would find the % of Palantir from the NASDAQ to figure out if it's worth it. For every $100k you've got $1,780 in Palantir. Other defense, cyber companies in QQQ: Company Ticker Est. Weight Why it's like Palantir Palantir PLTR 1.78% Data/AI OS for Gov & Enterprise CrowdStrike CRWD 0.31% Cloud-native "Shield" for the Gov Axon AXON 0.25% Public safety data & AI ecosystems Honeywell HON 0.44% The hardware/industrial base for defense Palo Alto PANW 0.40% Massive federal security infrastructure If you're convinced you don't want to hold Palantir you can short its % of your holdings, for example with put options.
The big difference between HON and GE the number of outstanding shares. GE had nearly 8B and needed to reverse split to get realistic. Once it did, they were in financially bad shape. Now today, I will expect HON aviation to pop just based on share outstanding and comparable revenue adjusted for number of shares..
I own TDG and want to invest further in Industrial/aerospace companies so HON is basically tailor made for me lol. I might take a stab pre-split after understanding the business better.
Interesting little post about the HON spin offs >Honeywell trades at a blended \~17x EV/EBITDA; a conglomerate multiple applied to two businesses (its aerospace and automation segments) that, standing alone, should command materially different valuations. Aerospace (HONA) enters the market with a 27% EBITDA margin, second only to TransDigm among peers, supporting a multiple well above the current blended level and above the median peer multiple. Automation sits at the peer median on margins, but is being dragged down by the conglomerate wrapper rather than priced on its own terms. At peer-median multiples for both segments, the SOTP implies \~$307/share — roughly 39% above the last close price of $221.50. The bear case ($187) requires both businesses to trade at the floor of their peer ranges simultaneously. The bull case exceeds $439.
You made this yourself right? [Here’s the actual figures.](https://finance.yahoo.com/quote/SJIM/performance/) And it was never an “inverse Cramer” fund. Tuttle did lots of these silly gimmick titled funds. An actual inverse Cramer fund would collapse almost instantly. You couldn’t have been fully short things like NVDA, CRM, AAPL, LRCX, HON and more during that year or you would have had your face ripped off. They just went long in things that they subjectively decided weren’t his favorites. And they tanked.
Any ideas on what HON does with their two Automation biz up for sale. Been a while since they announce SA.
I have beeen investing in HON since the mid 1990 via their DRIP program. Only sold once during Covid to redo kitchen. Still holding and waiting for the spin-offs.
DD, Q, SOLS, HON — I like spinoffs
Nice! I bought some HON early so I can get those spinoffs shares in my account when it happens
Year hasn’t been bad for me. As long as you’re not all in on tech you should be fine. Some of my companies like WM, PEP, TXRH, and HON have done pretty well ytd so far.
In an event of an attack fundamentals will matter a bit less, lol. CHRD is a clean play though, zero middl east exposure. In general in oil sector refiners will probably have a mixed reaction, depedening on crude access. Tankers will enjoy a rates spike because of disruption in Strait of Hormuz disruption . Defense stocks go up, may be RTX, LDOS, PLTR . I have XOM, HAL, SLB, HON, MSFT, MCD all having subsidaries in middle east but not sure how much they would be impacted. But whatever it will be , will be negative. All the susbidaries I have for CHRD are 100% in US
SOLS and HON holding my port together
Yeah via IBM, HON and MSFT
I piled into HON when it dipped to $190. Really like that as a 10 year hold.
A 7 figure HON position? Talk dirty to me
I have been a longtime holder of HON since the late 1990 via their DRIP program. I initially was invest $100/month then switched to $500/quarter, added extra cash along the way. Sold ASIX, REZI and GTX spin-offs and purchased more HON. It is my largest individual position nearing 7 figures. I have only sold once (100 shares) to redo the kitchen during Covid. SOLS is not as slow growth as people think as they have unique positions with little competitions in many of their segments (like uranium purification)- it will do well in the long term as they will offload under performing segments. The more interesting thing to me is that HON did not take a hit with the spin-off. I am now eagerly awaiting aerospace and automation spin-offs.
SOLS and HON killing it in 2026
Glad to see [SOLS had nice quarte](https://investor.solstice.com/static-files/f794606e-2c16-4d89-b83b-9c03c163f5cb)r, now just waiting for HON aerospace and automation spin-off.
My RTX, HON, SOLS and AXON holding up the port rn
According to IBKR, that option currently costs $2400, and if HON does go up 40% your profit will be about $4600. A $1M portfolio will shrug at losing $2k, but it will also shrug at gaining $4k. If you *really* think your valuation of that option is closer to its true value than the market’s opinion, $100k is a sufficient portfolio size to profit from that belief, assuming it’s true.
In a 1 mln USD portfolio, a small options bet of 1600 USD on June 2027 $260 Honeywell LEAPS has the potential to pay out handsomely since HON could easily be at $360 by then. In a larger portfolio this is just a tiny position, but in a 100k portfolio it is more than 1 pct of the total. If the bet fails 1.6 pct of the portfolio is gone, though of course if it pays out it is a much larger pct of the total assets. This illustrates the point that the greater the risk, the greater the possible reward or loss. As I believe we are in a bull market phase I am making a small number of risky trades in hope that they pay out.
https://preview.redd.it/9b2ihrqdkoig1.jpeg?width=1320&format=pjpg&auto=webp&s=ff462294d667687600bb5acbf600b3aaf1106457 no one talks about HON and spinoffs
Please pump the boring shit I bought: UNH, RTX, HON, MOH, RGR, AXON
Yes. I have a prompt. I feed it to Gemeni & ChatGPT. If there are picks they agree on, I buy a small stake. So far up 20 ish percent in 4 months in that little side portfolio. Their Picks (4 months ago) were FMX DAL HON WELL DHR HIMS HIMS was the only real turd burger.
It’s not a matter of if, it’s when They don’t wanna hear that while we add PM, PG, JNJ, WMT, HON, SOLS, DOW, RTX, DUK, WM
https://preview.redd.it/e1miba8ic4ig1.jpeg?width=1320&format=pjpg&auto=webp&s=daa2c9428cb04754c471c9a1f8f8c643a90edc5b I started with HON at the end of 2025 — sold a bunch of semis and bought HON and WMT
PM, DOW, PG, JNJ, HON, SOLS, WMT are killing it YTD — the rotation has already happened
No one talks about HON, SOLS and HONA
I’m loading up on RTX, HON, RGR, SWBI and AXON
https://preview.redd.it/5l0k9my9zqhg1.jpeg?width=1320&format=pjpg&auto=webp&s=1e690c4fe8a343251773585cb859f3af97f55075 Added more HON and RTX today
Rotating more into AMZN, RTX, HON, SOLS, MOH, BWXT today
https://preview.redd.it/k8owkp3kokhg1.jpeg?width=1320&format=pjpg&auto=webp&s=e4f7e503018d9b18f1181dfe0ba26c44c4017438 I’m adding more HON
Hmm, okay then calls on CAT, HON, and CVX it is.
I'm up 2.5 percent today thanks to:PLTR, GLD, GEV, ASTS, RKLB,AVAV and HON
https://preview.redd.it/arufw2tlbdhg1.jpeg?width=1320&format=pjpg&auto=webp&s=312856856ac863a31fd605476df89ee220032100 I wish I went full port HON at 195
https://preview.redd.it/rjiyj0w3yxgg1.jpeg?width=1320&format=pjpg&auto=webp&s=84708f721a5280d883f25d8f3929c438b15a19ef Might just go full port HON and just delete the app
Robots are cool. No denying. But their usefulness is concerning. What I would recommend is $FUNAY, $TER, $CGNX, $HON
https://preview.redd.it/g3zr3lcrmbgg1.jpeg?width=1320&format=pjpg&auto=webp&s=588fc3ed975d1b5da17eaa21042288e9c77e9cfe 2026 gonna be big for HON
Still can’t wait for the HON spinoffs. Yeah it was an interesting decision for the company, but seems like it was lower margin.
Do it stages, during Covid, I sold 100 shares of HON (first time in 20+ years I sold any) to redo our kitchen. Followed by selling 100 AMD to redo baths about six months later. Did demo myself and with help of friends.
Thanks! I bought some HON right before the new year. Looking forward to the spinoff.
I remember your post from some time ago where detailed this about HON, so cool!
I have been a longtime holder of HON since the late 1990 via their DRIP program. I initially was invest $100/month then switched to $500/quarter, added extra cash along the way. Sold ASIX, REZI and GTX spin-offs and purchased more HON. It is my largest individual position nearing 7 figures. I have only sold (100 shares) once to redo the kitchen during Covid. SOLS is not as slow growth as people think as they have unique positions with little competitions in many of their segment - it will do well in the long term as they will offload under performing segments.
Now just waiting for the HON spin-offs ;)
My log says this was announced in October: 2025-10-27T21:17:01-07:00 "HON - RBC upgrades to outperform from Sector Perform, raises PT to 253 from 235. We are upgrading Honeywell from Sector Perform to Outperform following a solid 3Q25 that, in our view, marks the start of the breakup catalyst-rich phase heading into the planned 2H26 separation of Aerospace and Automation. We see growing momentum across core segments, improved visibility on execution, and a credible roadmap toward value unlock. Our sum-of-the-parts valuation implies attractive upside. With management executing well, separation milestones approaching, and ‘deal purgatory’ perceptions fading, we believe investor focus will shift to the structural upside embedded in two strong standalone franchises positioned for sustainable growth and margin expansion.""
Speculative long term nuclear play: IMSR Solid company expanding into quantum: HON My 2 favorites right now
50% VT. 10 % BA , 10% HON , 10% GOOG, 10% RSP . Last 10% speculative picks im feeling drones and space personally ONDS , RKLB ,and ASTS .. buy on red days . likely no 1 will agree with me and im ok with that
The other comments covered most of the names except for one. [Honeywell International (HON)](https://www.google.com/search?q=Honeywell+International+%28HON%29+as+a+strategic+bet+on+the+future+of+quantum+computing&oq=hon+quantum+play&gs_lcrp=EgZjaHJvbWUyBggAEEUYOTIGCAEQLhhA0gEINDQxMmowajSoAgCwAgE&sourceid=chrome&ie=UTF-8&mstk=AUtExfDkwGfVCPIyO7XytrgRa9hjkwzNgZetOy40uQVA7jD51EHFGx_-Qc4cxey09TqinwBZ3LW6MhZecat-6BwOA5IUvYY3KDbnjxinPRlAYb89bzSz_pMqdiBfOf089ny6FoH6IzUM7aBkMgXAGLI-Gg0MLgC1qhwbz-9E3FO13umGReE&csui=3&ved=2ahUKEwi4tZenuv6RAxViz_ACHT_tDwwQgK4QegQIARAB). Personally I am balancing between the pre revenue names and the established ones with existing revenue, like HON, IBM and GOOG.
HON broke trend, I’m surprised.
HON is going to go up the rest of the day FYI.
Not public but [Form Energy](https://formenergy.com/technology/battery-technology/) is probably the leader in Iron Flow technology. The thing that has hurt GWH is leadership lacked the expertise and may be now they will be better positioned with new CEO. The one advantage they have is their relationship with HON.
Personally, I am stick with [HON.](https://aerospace.honeywell.com/us/en/industry/urban-air-mobility)
HON is an interesting choice, seems like it hasn’t done much for a year or so
HON, INTC, LLY, GOOGL, and totally speculative MVST
This a very personal decision that is hard to say unless we know the stock. For me, I started investing in HON DRIP in the late 1990s after a work colleague talked incessantly about them. At the time, I knew very little about the stock market. Initially, I invested $100/month then switched to $500/quater and occasionally added some bonus dollars. I stopped contributing about 4 years ago. I would also add extra dollars back in the day and sold their spin-off ASIX, REZI and GTX and reinvested back into HON. Today, it is by far my largest individual holding nearing 7 figures. I only sold once - 100 shares to redo our kitchen in 2021. My plan is to pass it on to my heir at a stepped up cost basis to minimize taxes. At the same time, I invested in low cost mutual funds. I retired early 12 years ago and have been living the good life. Slow and steady with the race, avoid YOLO and FOMO. GOOD LUCK.
Only one predication for 2026, thankful I own a lot of HON and waiting for the spin-offs.
AMZN, HON, PANW, AMD, IOT, RDW Strong 2026 plays
Worth pointing out that Elliott took an activist stake in $HON a year ago, and despite $HON splitting itself up as Elliott suggested, the stock barely moved from the level at which Elliott's involvement was made public. Elliott bought the $LULU dip weeks/months ago and is potentially going to start unwinding its position over the coming weeks/months as shares gone up 30-40% from trough.
I started investing in HON DRIP in the late 1990s after a work colleague talked incessantly about them. Initially $100/month then switched to $500/quater and occasionally added some bonus dollars. I stopped contributing about 4 years ago. Today, it is by far my largest individual holding nearing 7 figures. I only sold once - 100 shares to redo our kitchen in 2021. I would add extra dollars back in the day and sold their spin-off ASIX, REZI and GTX and reinvested back into HON.
HON spun off Solstice Advanced Materials, SOLS. HON is trying to go the way of GE, GE spunoff GEHC and GEV. Sort of ironic, Jack Welch and GE made a play for HON in 2000, 2001.
So anyone who says inverse Kramer has no idea what they're talking about. He's been banging on about GEV, IBM, HON over the last couple of months. Two of those worked out pretty decently.
There is a story behind it. In 1994, I knew nothing about investing but I had a work colleague that would talk incessantly about HON, Larry Bossidy, and their patents; thus, I decide to enroll in the HON DRIP. I started to educate myself as I was beginning my professional career. The Dotcom era started and I was making a lot of money in QCOM and CSCO - all to lose it in late 1999 - early 2000. Lost $300K because I thought I was a "f-ing genius" buying more on dips then BOOM. It taught me slow and steady wins the race. I revised by investment strategy to max out retirement accounts (401K, HSA, Roth IRA) with low cost mutual funds and develop a blue chip portfolio while continue to invest in a couple of DRIPs and some individual stocks make sure I had a strategy to control downside risk as well as capitalize on upside gains. I retired early 12 years ago this Dec 31. I have a hold and forget portfolio that include AMD (cost basis - $2.50/share), LLY ($60), META (FB-$19), BRK.B ($180), GE ($6 pre-reverse-split). My average cost for HON with dividend and spin-off reinvestments is a little over $32. I stopped cash contributing to the DRIP in 2017 but dividends are still invested. My plan is to give it to my heirs at a stepped up cost basis to minimize taxes and they could then sell if they desire. I find it amusing now because what happen to the Internet infrastructure companies (QCOM, CSCO, ORCL) in the late 1990s is replaying itself with the AI boom - where hardware companies are financing the build-out and when equipment sales reach steady state - there will be an earning disappointment and new technology / competitors will catch-up that will cause a drastic decrease in revenue and BOOM. The key is knowing when to get out. Good Luck
I mean if they are nearing 7 figures in HON, that dividend if used for income would be pretty sweet. I would be intimidated to touch a 7 figure holding to be honest.
I have been a longtime holder of HON since the late 1990 via their DRIP program. I initially was invest $100/month then switched to $500/quarter, added extra cash along the way. Sold previous spin-offs ASIX, REZI and GTX and purchased more HON. It is my largest individual position nearing 7 figures. I have only sold (100 shares) once to redo the kitchen during Covid. SOLS is not as slow growth as people think as they have unique positions with little competitions - it will do well in the long term.
GE, HON (includes spinoffs) and INTC
If you’re looking for exposure to data center cooling solutions, the building automation business is remaining with HON. They have made public statements about getting involved with data centers. Process technologies, also part of HON, which I’m part of licenses/designs oil and gas processes, provides process control systems. SOLS is a materials company, big business driver has been refrigerants. They’re also involved in quantum and a number of other sectors…never really learned much about them while they were under the Honeywell umbrella. Not financial advice my friend, just info.
So, buy HON or buy SOLS?
I have been a longtime holder of HON since the late 1990 via their DRIP program. I initially was invest $100/month then switched to $500/quarter, added extra cash along the way. Sold ASIX, REZI and GTX and purchased more HON. It is my largest individual position nearing 7 figures. I have only sold (100 shares) once to redo the kitchen during Covid. SOLS is not as slow growth as people think as they have unique positions with little competitions - it will do well in the long term.