STOCKCHASE

Bought Goodrich. Fits perfectly with their aerospace business. Steady growth, good dividend, trading reasonably. Lots of reasons to own the stock.

2012-01-11

PAST TOP PICK

76.580

(A Top Pick Nov 29/10. Up 4.31%.)

2011-12-01

TOP PICK

74.240

Diversified industrial company. Otis Elevators, Pratt and Whitney, Carrier, HVAC. High quality company. Acquired Goodrich recently.

2011-10-12

BUY

73.680

Very high quality, diversified, industrial company. Divisions include Pratt & Whitney aircraft engines, Otis elevators, Carrier heating and ventilation. About 40% of their revenues are after market in servicing, so in an economic downturn, there is more cushion for them. Have grown earnings annually about 10% for the last 10 years and have increased their dividend 15%. Definitely a long-term hold.

2011-09-14

Comment

72.450

Mohsin Bashir

One of the best elevators and escalators manufacturers. Recently won a contract making Pratt & Whitney engine for the A3 narrow body commercial jet. This makes them a candidate for long-term growth. Very cheap.

2011-08-12

TOP PICK

78.930

Hap (Robert) Sneddon FCSI

Have about 4 or 5 primary divisions including Pratt engines for Bombardier (BBD.B-T) C series and A320 engines. Also have Otis Elevators, Carrier and Chubb Security. Sell the original equipment and then do the after market servicing. 60% of revenues are from overseas.

2011-08-02

BUY

83.520

This is a pretty health correction. It’s in the right sector – great place to be.

2011-03-25

TOP PICK

74.800

Diversified industrial company including Carrier, Pratt & Whitney and Otis. More than half the revenues come from outside North America and 20% from emerging markets. Also have the service contracts for their equipment. 2.5% yield.

2010-11-29

TOP PICK

76.150

Well diversified global industrial with 50% of revenues from outside of North America. Do Otis Elevators, Carrier air conditioners, Pratt & Whitney engines and control almost 40% of the jet business. Reasonable multiple.

2010-11-10

WAIT

75.050

Mike Lyons CA, CFA

Has had real rebound. It’s representative of companies that are not expensive. It is a name for his list for if we get this correction we are talking about.

2010-11-03

PAST TOP PICK

68.720

(A Top Pick Sept 9/09. Up 15%.) Great valuation. Will probably make about $5.25 this year and pushing $6 in 2012. Great diversified multinational. Still a good buy.

2010-09-14

PAST TOP PICK

67.220

(Top Pick Aug 26/09, Up 16.71%)

2010-08-23

PAST TOP PICK

67.990

(A Top Pick Aug 26/09. Up 18.13%.)

2010-06-22

TOP PICK

66.150

Diversified industrial and own leading divisions such as Carrier, Otis Elevators and Pratt & Whitney. Well positioned for cyclical recovery that she sees in developed countries and when developing countries build infrastructure, they are well positioned. Very good at cost cutting and improving margins. 2.6% dividend.

2010-05-26

PAST TOP PICK

76.400

(Top Pick Aug 26/09, Up 29.95%)

2010-04-26

PAST TOP PICK

68.650

(Top Pick Aug 25/09, Up 16.58%) Would buy here.

2010-02-26

PAST TOP PICK

64.400

(A Top Pick Aug 26/09. Up 7%.) Diversified industrial. It will benefit as the economy recovers. Still a Hold. Look for a 10% pullback, $60 before buying.

2009-10-15

TOP PICK

61.240

Good solid company owning Otis and Prat & Whitney. A great diversified multinational.

2009-09-09

TOP PICK

59.770

Diversified Aerospace and industrial products. Have leading divisions such as Carrier, Otis Elevators and Pratt & Whitney. Good management team. Uniquely positioned because of their aftermarket sales, which should cushion their earnings with any decline in original equipment demand. Will also benefit from infrastructure spending and emerging economies. 2.7% dividend.

2009-08-26

WAIT

54.230

Stan Wong

Can provide escalators, elevators, carrier air conditioning, heating and security for developers. Also in the military space. Likes the name but estimates have been going down over the next quarter so he would “wait and see”over the next couple of quarters.

2009-07-30

WEAK BUY

47.970

Alan Kral , CFA, CIC

Engineering and infrastructure company that could gain from the (US) government stimulus program. There is a lot going on in the company, they are involved in a lot of different things.

2008-12-09

BUY

53.670

Paul Harris, CFA

(Market Call Minute.) Have had very good earnings lately. Diversified portfolio, which helps them.

2008-11-05

BUY

61.120

Diversified industrial with much of their business being international. Have good growing businesses. Very good price.

2008-07-09

DON'T BUY

66.650

Brian Acker, CA

(Market Call Minute.) Model price is $61.70, a -8%.

2008-06-11

BUY

67.550

David Driscoll

Large conglomerate. Has no financials like General Electric (GE-N) does, so over time it should do very well. The market slowdown gives you an opportunity for cost averaging. High-quality company.

2008-06-09

TOP PICK

70.010

Great infrastructure play. Well positioned outside of North America, particularly in the rapid urbanization of China with its Otis elevators and Carrier air conditioners. Will do well on a 3 to 5 year horizon. Very tight cost controls and good balance sheet. Consistent growth in earnings.

2008-05-23

TOP PICK

71.860

Its big appeal right now is its infrastructure operations, which are principally Otis elevators and Carrier air conditioning. These 2 divisions alone account for 50% of operating profits. Buildings that are being seen in developing economies need elevators and air conditioners. 50% of their revenues are outside of North America. They are a major beneficiary of a weaker US$.

2008-04-23

BUY

69.830

Mark Grammer

Good company. Favourite in the sector.

2008-03-18

TOP PICK

72.750

Great company with a market share leading divisions including Pratt and Whitney, Sikorsky helicopters, Carrier air conditioners and Otis elevators. Gaining market share globally. 60% of earnings and revenues are outside of the US.

2008-01-30

TOP PICK

72.750

Broadly based industrial company and very predictable. Thinks it will grow with the market. Growing at 10% to 13%. Doesn't thinks the US consumer will have a big effect on this company.

2008-01-30

TOP PICK

71.680

60% of their revenues and operating earnings are outside of North America. Market leader in every one of their major divisions. Otis elevator is a huge infrastructure play and gaining market share on a global basis. 22% to 24% growth in earnings. 22% ROE.

2008-01-11

HOLD

80.840

Ross Healy

It is getting up there. You can probably still Hold, but it would not intrigue him as it is too pricey.

2007-10-05

PAST TOP PICK

70.230

Then $60.25 Defense contractor A great place to be. Still would buy at this price.

2007-06-08

TOP PICK

60.250

Reported earnings well above expectations. Well diversified geographically. Will benefit in an economy where the US$ is weak. A defensive play. Strong balance sheet. Trades at about 16 X earnings. Growth rate is 15/17%.

2006-07-20

PAST TOP PICK

56.710

Brad Willock

(A Top Pick Nov 14/05. Up 6%.) This is more of a defensive stock. If the market were to go through a correction, he would own more of this. One of the best run industrial companies there is.

2006-02-09

BUY

57.850

Likes its international exposure, particularly in China. This is the company that is putting Otis elevators into China, which is a great growth market for them. Well-diversified industrial company. Strong balance sheet and well managed.

2005-12-22

TOP PICK

53.550

Brad Willock

One of the best managed companies in the stock exchange. Otis Elevator, Pratt & WHitney Aircraft engines, Sigorsky Helicopters and Carrier Air Conditioning. Not that expensive.

2005-11-14

HOLD

50.910

David Driscoll

Has been going sideways because the earnings have to catch up to the stock price and it may take awhile.

2005-10-21

BUY

50.450

Not a pure tech, but makes good use of technology in their products. Trading at pretty reasonable multiples.

2005-07-25

BUY

51.850

Was her latest acquisition to her portfolio. Involved in a wide variety of industry, including defence. Well positioned to benefit from increased spending on defence. A good play on expansion in Asia.

2005-07-19

BUY

99.900