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Valuation by Business Segments of United Technologies $UTX

In the article below, I have analyzed a DCF valuation of United Technologies (NYSE:UTX) by business. United Technologies operates in 5 business segments, they are Otis, UTC Climate, Controls & Security, Pratt & Whitney, UTC Aerospace Systems and Sikorsky. Each business has slightly different operations thus leading to different business valuations.

What each business does.

Otis – Is the world’s leading manufacturer of elevators, escalators, and moving walkways. 

UTC Climate, Controls & Security – UTC Building & Industrial Systems is the world’s leading provider of Building Automation,

Continue reading Valuation by Business Segments of United Technologies $UTX

Analyzing the Valuation Points of the Supermajors $XOM $CVX $BP $RDS.A $RDS.B

With both Brent Crude and WTI prices above the $100.00 barrier and support from Henry Hub natural gas that has been on a slow and steady climb over the past couple of years, this represents a higher price point for energy prices. In the analysis below, I will calculate the EV/EBITDA for BP PLC (NYSE:BP), Exxon Mobil (NYSE:XOM), Chevron (NYSE:CVX) and Royal Dutch Shell (NYSE:. Based on this information we will see where the companies currently stand on a valuation

Continue reading Analyzing the Valuation Points of the Supermajors $XOM $CVX $BP $RDS.A $RDS.B

Deere & Company: Love The Company… But Its Not Cheap $DE

By 2050, the world’s population is expected to grow by ~30% and reach ~9 billion mark. With this as a Macro-Economic tail wind, companies with strong management that focus on infrastructure/construction as well as agriculture/farming are poised to do well in this environment.

Deere & Company (DE) is one of the world’s largest makers of farm equipment as well as being a major producer of construction, forestry, commercial and residential lawn care equipment. The company operates in three business segments: agriculture/ turf,

Continue reading Deere & Company: Love The Company… But Its Not Cheap $DE

Google: Troubles Ahead? $GOOG $GOOGL $AAPL $MSFT

It is estimated that by 2020, the number of internet users will reach close to 5 billion. As of late June 2014, according to Internet Live Stats, the amount of internet users has almost reached a total of 3 billion. This compares with 1.7 billion users in 2010 and only ~400 million in the year 2000.

As a dominant player in this sector, Google, Inc. (GOOG) (GOOGL) is poised to capitalize on this growth.

So, how does Google generate its revenue? Even

Continue reading Google: Troubles Ahead? $GOOG $GOOGL $AAPL $MSFT

Finding Strength in the Deepwater Market $FTI $GE $CAM $SLB

Being driven by rising energy costs and the insatiable thirst for energy, FMC Technologies(NYSE: FTI  ) , Cameron International (NYSE: CAM  ) , and General Electric Oil & Gas are oil and gas service companies that have significant deepwater exposure. Since July 2011, many companies that derive much of their revenue from the deepwater market have under performed the S&P 500. In the article below, I will explore some of the issues regarding their underperformance and estimate what will drive these companies moving forward. 

Even though

Continue reading Finding Strength in the Deepwater Market $FTI $GE $CAM $SLB