| BUY | 61.120 | Gordon Reid | 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 $61.70, a -8%. | 2008-06-11 | |
| BUY | 67.550 | David Driscoll | Large conglomerate. Has no financials like General Electric (GE-N) does, so over time it should do very well. The market slowdown gives you an opportunity for cost averaging. High-quality company. | 2008-06-09 | |
| TOP PICK | 70.010 | Laura Wallace | Great infrastructure play. Well positioned outside of North America, particularly in the rapid urbanization of China with its Otis elevators and Carrier air conditioners. Will do well on a 3 to 5 year horizon. Very tight cost controls and good balance sheet. Consistent growth in earnings. | 2008-05-23 | |
| TOP PICK | 71.860 | Laura Wallace | Its big appeal right now is its infrastructure operations, which are principally Otis elevators and Carrier air conditioning. These 2 divisions alone account for 50% of operating profits. Buildings that are being seen in developing economies need elevators and air conditioners. 50% of their revenues are outside of North America. They are a major beneficiary of a weaker US$. | 2008-04-23 | |
| BUY | 69.830 | Mark Grammer | Good company. Favourite in the sector. | 2008-03-18 | |
| TOP PICK | 72.750 | Laura Wallace | 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 | Gordon Reid | 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 | Laura Wallace | 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 Healey | 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 | Laura Wallace | Then $60.25
Defense contractor
A great place to be.
Still would buy at this price.
| 2007-06-08 | |
| TOP PICK | 60.250 | Laura Wallace | Reported earnings well above expectations. Well diversified geographically. Will benefit in an economy where the US$ 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 | Laura Wallace | 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 | Laura Wallace | Not a pure tech, but makes good use of technology in their products. Trading at pretty reasonable multiples. | 2005-07-25 | |
| BUY | 51.850 | Laura Wallace | 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 | Laura Wallace | Divisions performing well. Otis, Carrier Air, strong balance sheet. Risks: peace and slowing of construction. | 2005-02-28 | |
| BUY | 77.250 | David Baskin | Going up with defense sector. | 2002-03-04 | |
Experts that have talked about United Technologies
