United Technologies Corp. - Consistently Profitable and Reliable
United Tech. consistently and reliable provided profits within the Dow 30 - Industrials composite Companies. It is on a Strong Hold, but like all Large Cap Companies, it follows the Marketplace.
That's a positive in Bull Markets but is hurtful in Bear Markets. The trick is to know the difference?
New highs always raise my eye-brows and I go quickly back to my fundamentals and technical work for a long look. My long look is not very positive.
You may want to review my previous articles on UTX (just click). They will provide you with the exact history of my Forecasting / Formal Recommendations for Clients. I preach "selectivity" and that can be both calculated and quantified. Perspective of one Company vs. others within an Industry Group becomes a powerful tool for maximizing profits.
Performance for United Tech can be found in my table below and is about 29% per annum for the last 5 years. (not including dividends).
Look at the Profits for UTX - Over the Years
It is simple, all Companies Cycle from "Favorable" to "Un-Favorable" and in between, they are "Also Rans." This horse-racing metaphor is the best guidance I have to explain how to know the Good / Bad and the Ugly for all securities on the planet.
United Tech - has: a) gone nowhere in 20 years gone UP in 20 years - - BUT - - (study the peak to peak and trough to trough); b) is UP over 100% in Favorable time-frames; is DOWN over 50% in Un-Favorable time-frames; and c) has spent years as an "Also-Ran." The Company - has: a) gone Up in 20 years (study the peak to peak and trough to trough); b) is UP over 100% in Favorable time-frames; is DOWN over 50% in Un-Favorable time-frames; and c) has spent years as an "Also-Ran." What a Waste of time and money during "Un-Favorable and Also-Ran time frames - don't you think?
The Company like so many others has taken some big hits over the years!
Have a long look at this Chart, it tells you a story about how to make and preserve your profits. Click on UTX. It is not hard to understand how Bear Markets can cause financial set-backs for years and in many cases those set-backs are never recovered. I have over 50 years of successfully doing what I call "preventative maintenance."
Make just a 5 - 10 minute Study of this chart and the others I provide in similar articles you will be convinced that "Being Selective" with the "What" and the "When" of investing your money you will become a very profitable Investor. It is my clear answer to being a Consistently Profitable for my Clients. If you are not "convinced" - - then - - stay with your mutual funds and remain an Investor willing to accept Up and Down performance similar to this Company over the coming years. I suggest that - You deserve Better . . .
( Please go-to my Wednesday - Thumb-Nail - for my articles on ""Sectors." )
You can do better / have it all and I can teach you how !
More Support for My Dow 30 Forecasting Accuracy
The following article supports my Methodology of "Investing Wisely" and with superior and consistent annual profits. Just Click.
I have completed my weekly study of all my High Profile Industrial / Aerospace Companies. I suggest that there is little support for notably higher prices in the making.
My on going objective is to identify changing trends for my forecasting analytics. Simple stated, I want to have current notes to quickly refer to on the anticipated direction of this sector and industry group.
A Special Note for Seniors & Retired Investors - Dividend Yield: 198%
This week's commentary on United Tech covers all of my indicators, both fundamentally for valuations and technically for momentum. Despite its relatively low dividend it can be a very safe and productive company for Income & Growth Investors.
Forecast w/ 5 Year Performance:
United Technologies Corp. and other Aerospace Companies are tracking the marketplace well.
Note: The below Table is for your review, questions and perhaps thoughts. If you are seeking to "Invest Wisely" in my "Income & Growth Asset Allocation Model," please email me to open a dialog on how I go about providing superior performance with a very low threshold of risk.
My Current Forecast is not as bright as you may think! (I will be more specific upon your email request).
If you own or are considering owning aerospace companies, the securities are becoming a mixed bag. United Tech is currently relatively strong technically, but I have reservations and have placed it on my Initial Bearish Forecast - "Warning."
My Current Opinion is to Hold in anticipation of taking profits. This may be at even higher prices, but there will be an end and time to sell, but that is not currently in my forecast. That is a balancing of my below three (weighted) pillars of research.
* Fundamentally - ( weighting - - 40% ): My Analytics for my fundamental valuation play a vital role in profitable managing money. Earnings continue to be only moderate.
* Technically - ( weighting - - 35%): Within this outstanding company, my indicators remain strong. It is only slightly off its highs and is selling for $118.
* Consensus Opinion - ( weighting - - 25% ): My third pillar of research is one that is always distorted to the positive by most all financial analysts. That's because they are afraid of being bearish. I am not! My articles on "reality" are supportive of the below 20 year Chart.
I will personally and promptly reply to any serious investor's inquiry as to my very cautious position for UTX !
A Twenty Year Perspective of United Technologies Corp.
United Tech has taken some big hits over the years!
URL for (20-years of -(NYSE:UTX): http://stockcharts.com/h-sc/ui?s=UTX&p=W&yr=20&mn=0&dy=0&id=p22398366026&a=330115778
"Selectivity" is what I preach (along with discipline and patience) and is what separates the average investor and mutual funds from the profits that come with long-hours / hard work and "selectivity."
Here are a number of the Component Companies / Peers in the Aerospace Industry Group that I focus on rather frequently if you wish to follow me: (UTX), (NYSE:BA), (TXT(, (NYSE:ERJ), (NYSE:SPR), (BEAV), (NYSE:TDG), (NYSE:COL), (NYSE:AIR), (NYSE:HXL), (NYSE:TGI), (NYSE:PCP), (NYSE:HEI), (NASDAQ:ATRO), (NYSE:ESL). And, more . . .
Note: Should you have interest in my professional guidance and direction for your Portfolios, please Email Me with your questions or thoughts: firstname.lastname@example.org.
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A relationship between You and Your Asset Manager must be a "Win / Win" affair. You get the Performance and the Education and I get paid for my Analytics / Work and Experience.
Smile, Have Fun, "Investing Wisely,"
UTX, BA, TXT, ERJ, SPR, BEAV, TDG, COL, AIR, HXL, TGI, PCP, HEI, ATRO, ESL