Group 1 - The article discusses the recent trends in company breakups, highlighting that patience is essential for investors as the benefits of such splits may take time to materialize [2][3] - Honeywell's recent split into an automation business and a chemical business is mentioned, with the latter starting to trade soon, indicating a positive outlook for the separated entities [3] - The performance of GE during its breakup is referenced, noting that it underperformed until close to the actual breakup date, suggesting that initial market reactions may not reflect long-term potential [2][3] Group 2 - The commentary emphasizes that investors should not be discouraged by the initial performance of companies that undergo splits, as historical examples show that patience can lead to rewards [4] - The mention of a busy week ahead suggests that there may be significant market activity or announcements related to these companies, which could impact investor sentiment [4]
Cramer's Stop Trading: Honeywell