Squawk on the Street Cramer's Morning Take: Honeywell 2/19/25
Feb 19, 2025
Jim and Jeff delve into their recent investment in Honeywell, discussing the strategic timing amid market fluctuations. They analyze Texas Roadhouse's performance alongside broader market trends filled with ups and downs. The conversation shifts to the company’s cautious yet optimistic outlook from a recent Barclays conference, highlighting the need for improvements in automation. They also underscore the aerospace sector's long-term potential, emphasizing its significance for the company's overall value.
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Honeywell's Aerospace Division
- Honeywell's aerospace division is expected to be the most valuable part of the company.
- Similar to GE Aerospace, this division presents a promising opportunity for investors.
Honeywell's Automation Division
- Honeywell's automation division is currently underperforming.
- However, this is already factored into their stock price, reducing potential negative surprises.
Honeywell Stock Purchase
- Jim Cramer and Jeff Marks bought more Honeywell stock.
- They believe the company has set conservative earnings guidance, creating potential for exceeding expectations.