The Motley Fool

JANUARY 22, 2024

Honeywell's valuation "problem" The industrial conglomerate is a high-quality company, and the market knows it. While it's fair to say industrial conglomerates are hardly in vogue these days, Honeywell's valuation suggests the market does think it's different. But does it all add up to make the stock worth buying this year?

Mergers and Acquisitions 130

Mergers and Acquisitions Conglomerates Amortization Depreciation 130

The Motley Fool

OCTOBER 4, 2024

News of fresh inclusion on a well-known stock index was the catalyst sending shares of oil, gas, and natural gas liquids (NGL) conglomerate Crescent Energy (NYSE: CRGY) higher over the past few trading days. The stock began trading in late 2021 after a merger and is down 25% since then.

Mergers and Acquisitions 130

Mergers and Acquisitions Conglomerates Enterprise Values Consulting 130

The Motley Fool

OCTOBER 19, 2024

After all, former industrial conglomerates like United Technologies (now RTX , Otis, and Carrier Global ), General Electric ( GE Aerospace , GE Healthcare , GE Vernova , and others), and Danaher (Danaher, Fortive , Veralto , Envista , and Vontier ) have done the same. The obvious candidate is a breakup to release value.

Investors 130

Investors Mergers and Acquisitions Conglomerates Initial Public Offering 130

The Motley Fool

JULY 19, 2023

The company has a well-recognized portfolio of brands such as Head & Shoulders, Crest, Oral-B, Pampers, and Pantene. CEO Jon Moeller expects the majority of the company's growth to be organic, although that does not rule out selective acquisitions in the beauty and personal healthcare sectors. Meanwhile, 3M has also set aside $10.3

Mergers and Acquisitions 130

Mergers and Acquisitions Conglomerates Portfolios Shareholders 130

The Motley Fool

OCTOBER 31, 2024

The industrial conglomerate updated its full-year targets and gave investors insight into its strategic plans to get the company back on track toward more meaningful growth. The conglomerate serves various business-to-business customers in manufacturing, energy, logistics and warehouses, healthcare, and more.

Mergers and Acquisitions 130

Mergers and Acquisitions Conglomerates Leveraging Debt 130

The Motley Fool

DECEMBER 3, 2024

American Express American Express (NYSE: AXP) has been a staple in Berkshire Hathaway's portfolio for over three decades. Chubb One staple in Buffett's Berkshire Hathaway conglomerate is its investments in insurance companies. Citigroup could benefit from a favorable mergers and acquisitions (M&A) market, too.

Mergers and Acquisitions 130

Mergers and Acquisitions Conglomerates Banks Prospects 130

The Motley Fool

OCTOBER 6, 2024

While Warren Buffett's Berkshire Hathaway certainly takes outsize positions in stocks ( Apple, for example), the massive conglomerate has a diverse equities portfolio worth north of $310 billion. However, advisory revenue from mergers and acquisitions (M&As) beat consensus nicely.

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Mergers and Acquisitions Investors Initial Public Offering Exchange-Traded Funds 130

The Motley Fool

DECEMBER 11, 2023

When Berkshire closed its acquisition of General Re, it became the owner of NEAM. Put another way, New England Asset Management is Warren Buffett's "secret" portfolio. This secret portfolio closed out the third quarter with 111 holdings. Image source: Getty Images. As of Sept. Discovery , AT&T's net debt has shrunk to $128.7

Portfolios 130

Portfolios Mergers and Acquisitions Banks Asset Management 130

The Motley Fool

SEPTEMBER 11, 2024

There are roughly four dozen stocks in the massive portfolio of Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B) , and to be fair, there's a solid investment case to be made for most of them. Which of these two stocks owned by the Warren Buffett-led conglomerate is the better fit for you? banks typically report.

Mergers and Acquisitions 130

Mergers and Acquisitions Banks Conglomerates Financial Services 130

The Motley Fool

SEPTEMBER 4, 2024

Industrial conglomerate 3M (NYSE: MMM) spent 2018 to 2023 on a slow and steady downward slide. Brown also said he's evaluating 3M's research and development spend and the company's portfolio for potential mergers and acquisitions. 3M gave up its dividend growth streak, losing its Dividend King status.

Mergers and Acquisitions 130

Mergers and Acquisitions Conglomerates Returns Portfolios 130

The Motley Fool

MAY 2, 2024

The industrial conglomerate has paid dividends to its shareholders for over a century without interruption and has raised its payout annually for more than 60 straight years. It could potentially reinvigorate sales growth by reinvesting more of its retained earnings into expansion initiatives, including mergers and acquisitions (M&A).

Mergers and Acquisitions 130

Mergers and Acquisitions Legal Conglomerates Liabilities 130

The Motley Fool

APRIL 15, 2024

billion write-down on its acquisition of VillageMD, yet another warning sign. It's a household name in consumer staples, and its merger was engineered nearly a decade ago with the help of Warren Buffett, whose Berkshire Hathaway conglomerate remains a major shareholder.

Mergers and Acquisitions 130

Mergers and Acquisitions Conglomerates Stock Market Stock Market 130

The Motley Fool

FEBRUARY 25, 2024

However, for those looking to fortify their portfolios with a leading defense stock like Lockheed Martin, confidence that the future remains bright is equally important. billion in 2023 on dividends, stock buybacks, capital expenditures, and mergers and acquisitions. billion, representing a 1.6% increase over 2022.

Mergers and Acquisitions 130

Mergers and Acquisitions Conglomerates Shareholders Portfolios 130

The Motley Fool

AUGUST 7, 2024

RTX (NYSE: RTX) , the giant aerospace conglomerate formed by the merger of the Raytheon defense company and United Technologies' airplane business, reported miserable earnings last week. Despite sales growing 8% year over year, RTX suffered a steep 91% collapse in second-quarter earnings, reporting just $0.08

Mergers and Acquisitions 130

Mergers and Acquisitions Conglomerates Accounting Returns 130

The Motley Fool

OCTOBER 10, 2024

Need some new names for your portfolio? It's never a bad idea to start your search with stocks already hand-picked by Warren Buffett (and his lieutenants) and currently held by his conglomerate, Berkshire Hathaway. After all, there's a good reason he's called the "Oracle of Omaha." That's due to the nature of its business, of course.

Mergers and Acquisitions 130

Mergers and Acquisitions Banks Conglomerates Leveraging 130

The Motley Fool

OCTOBER 24, 2024

But following four-plus decades of acquisitions, mergers, bankruptcies, innovation, and economic shifts, only two public companies still hold this pristine credit rating. In April, S&P reaffirmed its AAA credit rating on J&J, albeit with a negative outlook. Consider when Nvidia made this list on April 15, 2005.

Mergers and Acquisitions 130

Mergers and Acquisitions Conglomerates Leveraging Debt 130

The Motley Fool

JULY 1, 2023

The last 12 months, last four quarters, they've been negative, and there's been a lot of puts and takes, a lot of acquisitions, some divestitures. Why does Brookfield this huge conglomerate, why do they want to pay a hefty premium for this company that sells indexed annuities in life insurance? billion, Fiscal 22, they did about 2.2

Mergers and Acquisitions 245

Mergers and Acquisitions Asset Management Taxes Bidding 245

The Motley Fool

SEPTEMBER 27, 2023

We covered some interesting food-related mergers recently. If you look at the portfolio of brands that Kellogg has in total, it's impressive, but cereal is really only just one part of that. They're just like a whole conglomeration of brands, similar with PepsiCo , with all of the Frito-Lay stuff. Welcome, Jason. How are you?

Mergers and Acquisitions 246

Mergers and Acquisitions New York Stock Exchange Prospects Conglomerates 246

The Motley Fool

OCTOBER 21, 2024

Then, Motley Fool analyst Buck Hartzell joins host Alison Southwick and Motley Fool personal finance expert Robert Brokamp to kick off a series on Berkshire Hathaway , and how the conglomerate's collection of businesses work together. Also active brokerage accounts continuing to climb even after the TD Ameritrade merger. That's up 4%.

Banks 130

Banks Investment Banking Investment Banks Mergers and Acquisitions 130

Pension Pulse

AUGUST 10, 2023

“While we anticipate periods of uncertainty to persist, we expect our portfolio will continue to be resilient and create value for CPP contributors and beneficiaries for generations to come.” Investments in public equities and renewable energy, along with gains by external portfolio managers, contributed to the quarter’s results.

Assets 52

Assets Mergers and Acquisitions Investing Stakes 52

Pension Pulse

MAY 22, 2024

per cent return of its reference portfolio. The reference portfolio, made of 85 per cent global equity and 15 per cent Canadian bonds, benefited last year from stock price surges in the seven largest U.S. The pension fund's returns over the past 10 years have also fallen short of the reference portfolio, but only by 0.3

Investing 59

Investing Pension Funds Stakes Assets 59

The Big Picture

JANUARY 24, 2023

And so I joined Goldman in there, it was a 12-person merger department. So I joined Goldman and their merger department, but said, I’d like to be your LBO guy. The head of mergers and everyone watched over me there. I started at Goldman at ’81 doing, you know, mostly raid work and more traditional merger and seller work.

Leveraged Buyouts 105

Leveraged Buyouts Private Equity Firms Private Equity Firms Debt 105

The Motley Fool

FEBRUARY 24, 2025

Investors may buy stocks for any number of reasons, but when it comes to Honeywell International (NASDAQ: HON) , there's one reason in particular that looks like a good argument for adding it to your portfolio now. However, it might not be the one many investors expect as the conglomerate moves toward a breakup into three separate companies.

Conglomerates 235

Conglomerates Mergers and Acquisitions Prospects Capital 235

The Motley Fool

JANUARY 13, 2025

The diversified conglomerate sold a broad range of industrial, worker safety, and consumer goods, and it was a Dividend King that consistently raised its dividend annually for more than 50 years. 3M (NYSE: MMM) was once a dependable dividend stock for conservative investors. Consider when Nvidia made this list on April 15, 2005.

Mergers and Acquisitions 245

Mergers and Acquisitions Conglomerates Debt Returns 245

The Motley Fool

DECEMBER 20, 2024

Up until now, a potential breakup of the industrial conglomerate was merely speculation. The thesis of the letter was the following: We believe these challenges have a clear cause and a straightforward solution: The conglomerate structure that once suited Honeywell no longer does, and the time has come to embrace simplification.

Conglomerates 130

Conglomerates Mergers and Acquisitions Shareholders Stakes 130

The Motley Fool

MARCH 2, 2025

The tobacco and nicotine conglomerate is dealing with sector headwinds and business missteps, but it also generates robust cash flow and trades at a cheap earnings multiple. Camel, Newport, and Lucky Strike make up its globally spanning product portfolio, which has generated heaps of profits every year.

Mergers and Acquisitions 189

Mergers and Acquisitions Conglomerates Debt Taxes 189

The Motley Fool

MARCH 12, 2025

With the Nasdaq Composite (NASDAQINDEX: ^IXIC) falling into correction territory, I think blue-chip industrial conglomerate Honeywell International (NASDAQ: HON) and advanced materials company Hexcel (NYSE: HXL) are terrific stocks to buy now. TransDigm's business model relies heavily on its strategy of acquiring other companies.

Mergers and Acquisitions 130

Mergers and Acquisitions Conglomerates Prospects Portfolios 130

The Motley Fool

DECEMBER 24, 2024

Discovery that's pleasing its investors, and why the media conglomerate may be a falling knife. Stock Advisor provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month. A restructuring at Warner Bros.

Assets 246

Assets Mergers and Acquisitions Bidding Debt 246

The Motley Fool

NOVEMBER 12, 2024

Financials could benefit from lower regulation, more lenient policies regarding mergers and acquisitions, and higher interest rates. It provides exposure to a variety of end markets, such as industrial conglomerates, railroads, defense contractors, agriculture, construction, and more. in a single session.

Mergers and Acquisitions 246

Mergers and Acquisitions Exchange-Traded Funds Conglomerates Banks 246

The Motley Fool

DECEMBER 23, 2024

See the 10 stocks The Baupost Group manages roughly $28 billion in assets across many different public and private asset classes, but its public equities portfolio consists of 21 stocks worth about $3.5 Three of these stocks made up close to 43% of the portfolio at the end of the third quarter. Liberty Global: 30.3%

Hedge Funds 100

Hedge Funds Mergers and Acquisitions Portfolios Funds 100

The Big Picture

FEBRUARY 7, 2023

So, by the time I got there, it was well beyond just, you know, financing customer acquisitions of appliances. COHAN: Well, basically, what became General Electric, which was a merger of two companies, you know, sort of what was a pioneer in bringing electric power, the generation of electric power, and then creating the electric power grid.

Banks 103

Banks Mergers and Acquisitions Capital Companies 103