Honeywell: Margins Are Still The Story
Summary: - Honeywell reported strong Q1 2019 results that beat the top- and bottom-line estimates. Management also raised its full-year 2019 guidance. - Additionally, Honeywell's margin profile is a key component of the bull case. So it is encouraging that the company's operating margin was over 20% again this past quarter. - I am long Honeywell and I plan to stay long the stock. Honeywell's ($HON) stock has outperformed the broader market by almost 6 percentage points over t