Top Headline Shares of Deere & Company DE fell 6% on Thursday after the company reported third-quarter financial results and lowered FY25 net income outlook. U.S. stocks traded mostly lower this morning, with the Dow Jones index falling more than 100 points on Thursday. Following the market opening Thursday, the Dow traded down 0.32% to 44,775.87 while the NASDAQ fell 0.09% to 21,693.26. The S&P 500 also fell, dropping, 0.17% to 6,455.42. Check This Out: Jim Cramer Recommends This Energy Stock, But Don't 'B ...

Core Viewpoint - The content emphasizes the importance of conducting personal due diligence and consulting competent advisors before making any financial decisions, particularly in the context of investments and trading [1]. Group 1 - The website provides general news, personal analysis, and third-party content intended for educational and research purposes [1]. - It explicitly states that the information does not constitute any recommendation or advice for investment actions [1]. - Users are advised to perform their own research and consider their financial situation before making decisions [1]. Group 2 - The website includes information about complex financial instruments such as cryptocurrencies and contracts for difference (CFDs), which carry a high risk of losing money [1]. - It encourages users to understand how these instruments work and the associated risks before investing [1].

Core Viewpoint - Honeywell's transformation into three separate publicly traded companies presents a buying opportunity for investors, especially given its recent stock decline despite strong financial performance [2][4][12]. Financial Performance - Honeywell reported an 8% sales growth and a 10% increase in adjusted earnings per share (EPS), exceeding previous guidance [9]. - The updated guidance for 2025 includes projected revenue of $40.8 billion to $41.3 billion, adjusted EPS of $10.45 to $10.65, and free cash flow (FCF) of $5.4 billion to $5.8 billion [9]. - The stock is currently valued at 20.5 times the midpoint of adjusted 2025 earnings and 24.7 times FCF, which is a discount compared to its five-year median P/E ratio of 25.5 and price-to-FCF of 29.5 [10]. Strategic Changes - Under CEO Vimal Kapur, Honeywell is undergoing a portfolio review and plans to split into three companies: Honeywell Automation, Honeywell Aerospace, and Solstice Advanced Materials [3][4]. - The decision to separate is seen as a way to enhance shareholder value, acknowledging that the conglomerate structure has become a disadvantage [7]. Dividend and Valuation - Honeywell has a 14-year history of increasing its dividend, currently yielding 2.1%, with sufficient FCF to support future increases [11]. - The potential for each stand-alone company to achieve different valuations based on their growth prospects, particularly in sectors like artificial intelligence, is noted [13]. Investment Recommendation - The current stock price presents a strong buying opportunity before the breakup, with the potential for significant value appreciation post-split [12].

Core Viewpoint - The content emphasizes the importance of conducting personal due diligence and consulting competent advisors before making any financial decisions, particularly in the context of investments and trading [1]. Group 1 - The website provides general news, personal analysis, and third-party content intended for educational and research purposes [1]. - It explicitly states that the information does not constitute any recommendation or advice for investment actions [1]. - Users are advised to perform their own research and consider their financial situation before making decisions [1]. Group 2 - The website includes information about complex financial instruments such as cryptocurrencies and contracts for difference (CFDs), which carry a high risk of losing money [1]. - It encourages users to understand how these instruments work and the associated risks before investing [1].

Group 1: Dow Inc. - Dow Inc. has reduced its quarterly dividend payout by 50% to $0.35 per share, leading to a significant market reaction with shares losing about 31% of their value from July 23 to August 11 [3][5] - The stock now offers a yield of 6.7%, which is attractive given the current price drop [3] - Dow's operations are affected by rising interest rates and increased competition from China, which has ramped up its own supply of polyethylene and other chemicals [4][5] - The company is expected to save an additional $992 million annually due to the reduced dividend payout, which will help maintain financial stability [6] - Dow has also announced the shutdown of three facilities in Europe and a $1 billion reduction in capital expenditures for 2025 to further cut costs [7] Group 2: UnitedHealth Group - UnitedHealth Group is the largest health benefits management company in America and has consistently increased its dividend payout, raising it by 342% over the past decade [8] - The stock is currently down about 50% this year, offering a yield of 3.5% [9] - The company expects to earn an adjusted $16 per share in 2025, significantly above the annualized dividend payment of $8.84 per share [10] - Although there are temporary challenges due to higher healthcare expenses from new Medicare Advantage patients, these costs are typically passed on to health plan sponsors and patients, ensuring long-term stability [11]

Core Insights - The content emphasizes the importance of conducting personal due diligence before making any financial decisions [1] Group 1 - The website provides general news, personal analysis, and third-party content intended for educational and research purposes [1] - It explicitly states that the information does not constitute any recommendation or advice for investment actions [1] - Users are encouraged to consult competent advisors and consider their financial situation before making decisions [1] Group 2 - The website includes information about complex financial instruments such as cryptocurrencies and contracts for difference (CFDs), which carry a high risk of losing money [1] - It advises users to carefully consider their understanding of these instruments and their ability to afford potential losses [1] - The content does not guarantee real-time accuracy or reliability of the information provided [1]

Core Viewpoint - The content emphasizes the importance of conducting personal due diligence and consulting competent advisors before making any financial decisions, particularly in the context of investments and trading [1]. Group 1 - The website provides general news, personal analysis, and third-party content intended for educational and research purposes [1]. - It explicitly states that the information does not constitute any recommendation or advice for investment actions [1]. - Users are advised to perform their own research and consider their financial situation before making decisions [1]. Group 2 - The website includes information about complex financial instruments such as cryptocurrencies and contracts for difference (CFDs), which carry a high risk of losing money [1]. - It encourages users to understand how these instruments work and the associated risks before investing [1].

Group 1: Honeywell International - Honeywell is undergoing a breakup that is expected to create value for investors by allowing its constituent parts to trade as stand-alone companies [4][7] - The breakup is driven by the different valuation methods for aerospace and industrial companies, with Honeywell Aerospace being the largest of the three new companies [5] - The remaining company, Honeywell Automation, will focus on building and industrial automation, aligning with industry trends towards software-driven automation [6] Group 2: American Express - American Express is approaching an all-time high due to its strong performance, catering to affluent customers despite pressures on consumer spending [9] - The company has a diverse revenue stream from card fees and transaction fees, which contributes to its robust business model [10] - American Express reported a 2% net write-off rate in Q2 2025, significantly lower than the industry average of 4.44%, indicating effective risk management [11][12] - Over the past three years, American Express stock has increased by 130.3%, with a current P/E ratio of 21.8, reflecting its strong business fundamentals [14] Group 3: Coca-Cola - Coca-Cola's stock has recently retreated about 6% from its peak of $74.38, but it still offers a forward-yielding dividend of 2.9% [16] - The company has diversified its portfolio through acquisitions, positioning itself well to adapt to changing consumer preferences towards healthier options [17] - Coca-Cola is recognized as a Dividend King, having increased its dividend for 63 consecutive years, showcasing its commitment to returning capital to shareholders [18] - Current valuation suggests a discount compared to its five-year average cash flow multiple, making it an attractive investment option [19]

Click here to subscribe to The Dividend Dogcatcher & get more information. Catch A Dog On Facebook about 10AM in the morning before every NYSE trade day on Facebook/Dividend Dog Catcher, a Fredrik Arnold live video highlights a portfolio candidate in the Underdog Daily Dividend Show! Root for the Underdog. Be sure to comment below on all stock tickers you favor or dislike or you are just curious about to make them eligible for inclusion in future FA follower reports. While most of this collection of Dow Ind ...

Core Viewpoint - The content emphasizes the importance of conducting personal due diligence and consulting competent advisors before making any financial decisions, particularly in the context of investments and trading [1]. Group 1 - The website provides general news, personal analysis, and third-party content intended for educational and research purposes [1]. - It explicitly states that the information does not constitute any recommendation or advice for investment actions [1]. - Users are advised to perform their own research and consider their financial situation before making decisions [1]. Group 2 - The website includes information about complex financial instruments such as cryptocurrencies and contracts for difference (CFDs), which carry a high risk of losing money [1]. - It encourages users to understand how these instruments work and the associated risks before investing [1].