I'm Jim Kramer and you're about to hear a sample taken directly from today's

CBC Investing Club morning meeting.

Well, you know, Honeywell has a quantum unit, not really getting credit for it, but that's

part of like the, you know, the larger picture, but we are seeing a good move today after

a strong beat in the quarter with organic revenue,

earnings, and margins either meeting the high end or exceeding the high end of their guide.

They raised the full year outlook and you really got to drill this down because they backed out,

they removed Solstice, the upcoming spin-off of the

specialty materials business, out of the outlook. And it was still a raise, a pretty nice raise

after that. You had orders up 22% year-over-year with growth in all four segments. I thought

that was really impressive. A new record backlog,

39.1 billion, up 11%, excluding some acquisitions. You had aerospace up 12% organic.

Industrial automation actually returned a growth up 1%. But they didn't say it's not the

inflection. They're guiding Q4 down, but still encouraging to see. Well, what I think we're most encouraged about is we've been saying, as we get closer to the spin-off, you're going to start to see the values. Now, I actually think that that chemical business has a lot of value. Now, it does have uranium, but, you know, I'm not clean on uranium. Yeah, a feedstock in the enrichment process. But I think that as we get closer and closer, first with Solstice, you realize that there's tremendous value here, and the stock had been kept down by the difficulty of understanding what it really did. Yeah, you're shedding, you know, Solstice. It's going to be a lower, multiple business, especially compared to aerospace.

High cash flow.

Yeah, good cash flow.

We've seen some coverage on it.

I saw one buy, one hold so far.

$70 price targets a highest.

And that is the next week business.

Yeah, this spins next week.

And what is your inclination to keeping it or selling it?

...