jabbink’s Activity

Wed Feb 24

NL

Article

jabbink published an article 11:02 AM

3M's Restructuring Punishes 2015 Results to Flatter 2016's

3M has announced restructuring charges for the first time in years, but that doesn't mean it hasn't been taking them all along.

Tue Feb 23

NL

Article

jabbink published an article 12:57 PM

3M to Stay in the Health Informatics Business

Putting a business on the block and taking it off just four months later doesn't support 3M's claim that a commitment to rigorous portfolio management is a keystone of its strategy.

Tue Feb 16

NL

Article

jabbink published an article 7:13 PM

United Technologies' Construction-Related Businesses Will Determine Its Near-Term Performance

There's little hope for quick recovery from United Technologies' jet engine and aerospace businesses, so hope for the company's shares has to rest on its construction-related businesses, which may justify some optimism.

NL

Article

jabbink published an article 11:32 AM

Crown Holdings Unlikely to Meet Analysts' Expectations

Because of its close relation to consumer staples, Crown gets generous treatment from investors compared to other industrials. But estimates for 2016 rely on acquisitions it can't afford and demand growth that isn't likely to occur.

Mon Feb 15

NL

Article

jabbink published an article 4:24 PM

PACCAR: Do the Analysts Have It Wrong?

PACCAR's price has weakened along with that of other truck manufacturers, but the market's worries seem to apply only to its peers.

Tue Feb 9

NL

Article

jabbink published an article 1:21 PM

Fluor: Out of Favor, but Not Out of Luck

Fluor is identified with oil and gas, and it's suffering accordingly, but orders are migrating from upstream to downstream, and at current prices, the stock, while still risky, is worth a look.

NL

Article

jabbink published an article 1:07 PM

Is Now a Good Time to Buy Goodyear?

As original-equipment automakers get punished, Goodyear shares have unfairly been driven down -- to attractive levels.

Sat Feb 6

NL

Article

jabbink published an article 1:55 PM

3M Isn't Really Back in the Game

3M's Q4 announcement was greeted enthusiastically by a market that had lowered its expectations through a series of disappointments in 2015, but the report offers little encouragement for its 2016 outlook.

Thu Jan 28

NL

Article

jabbink published an article 10:14 AM

Honeywell: Steady as She Goes Is the Best Course

Honeywell's success in meeting its targets has encouraged some analysts to urge it into more aggressive acquisitions, but that would be a mistake. The strategy is working well, so why tinker?

Wed Jan 27

NL

Article

jabbink published an article 11:06 AM

Whirlpool: Not Washed-Up, but a Questionable Bargain

"Stories" take a while to wash out of a stock: Now that the emerging-markets story about Whirlpool has dried out, the stock bears watching but probably not buying at these prices.

Sat Jan 23

NL

Article

jabbink published an article 8:17 AM

Monsanto: Q1 Hints at More Pain to Come, but Value Is Building

Monsanto has run into a performance wall -- demand in its underlying market is weak and its strategy has come under question -- but the company continues to build value through R&D and geographic expansion.

Fri Jan 22

NL

Article

jabbink published an article 4:10 PM

LyondellBasell: Misunderstood and Undervalued

The chemical company is as misunderstood as it is unfamiliar, but it offers real value to an investor who is willing to accept volatility.

Thu Jan 21

NL

Article

jabbink published an article 5:16 PM

International Paper: Still Expensive

The company's valuation reached unrealistic levels, and the stock has suffered since, but it still hasn't returned to a price appropriate to its earnings outlook.

Thu Jan 14

NL

Article

jabbink published an article 8:00 AM

Eastman Chemical: With the Hedge Funds Out of the Way, Will Share Performance Improve?

Eastman Chemical has been treated roughly by hedge funds, and estimates for 2016 are very conservative. Its current valuation and yield suggest that this gloom is excessive.

Tue Jan 12

NL

Article

jabbink published an article 1:36 PM

Danaher's Spin Off: What Investors Need to Know About Fortive

Danaher's spinoff of its test and measurement and industrial businesses looks attractive; shareholders should look forward to receiving its shares in Q3.

NL

Article

jabbink published an article 10:49 AM

Will Corning Restructure at Last?

Corning's management has been a consistent disappointment, but a new strategy and a windfall from the sale of Dow Corning might give shareholders reason for hope.

NL

Article

jabbink published an article 8:33 AM

Eaton Corp.: 2016 More of the Same, but Recovery Likely in 2017

Eaton earnings are likely to be able to increase marginally in 2016 and will be flattered by share buybacks, but earnings growth should accelerate in 2017.

Thu Jan 7

NL

Article

jabbink published an article 4:04 PM

Air Products: Will Major Restructuring Lead to a Turnaround?

Air Products is spinning off its Materials Technology unit to concentrate on industrial gases. Its competitive environment is getting more difficult, and it will need to raise its game in response.

Wed Jan 6

NL

Article

jabbink published an article 11:06 AM

PPG Industries: Comex Acquisition Should Begin to Pay Off

PPG has been the Rodney Dangerfield among paint and coatings stocks, but the measures it has taken since 2014 should begin to earn it some respect in 2016.

Thu Dec 24

NL

Article

jabbink published an article 12:00 PM

Sherwin-Williams: Will This Paint Manufacturer Be Great in 2016?

Sherwin-Williams has mostly overcome investors' disappointment over its Q2 report and can be expected to grow at similar rates in 2016 as it has in 2015.

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