as honeywell shares have underperformed its peers.ceptionally well a sign that the market wants simplified stories and plays. honeywell ceo did say the company was reviewing its portfolio and expected an update during its earnings call in a few weeks. analysts say aerospace alone, scott could be worth $90 billion. >> that's seema modi. to diana olick with what to look out for with kb. >> kb beat out analyst estimates and missed significantly on guidance and jeff metzger noticed in that release that june and july were tough, but as rates moderated in august net rates improved and they were encouraged by strengthening demand in the positive trend they were experiencing so far in the 2024 fourth quarter which we're about to get, but that was september and the cyclical low in mortgage rights was 6.11%. as you can see rates shot up right after that to over 7%. so the rest of the quarter going to be tough rate wise, at least. we saw that in lennar's earnings, as well and kb had to lower prices to keep buyers coming in and that pressured som

strike let's get on to a alert on honeywell. what is happening?ell seems to be speeding up efforts to break up its companies amid pressure growing from activist investor elliott. according to a headline from bloomberg. remember elliott is -- they put a five dollars taken to honeywell back in november and that was one of its largest single investments ever and since then honeywell's ceo indicated his intention to evaluate the company's business, efforts to restructure and to split up automation from aerospace. but according to this report it seems like there is pressure to kick those plans into motion and that is pushing shares higher by 1.5%. we reached out to honeywell and elliott and we will keep you updated. >> the shares of spinal companies have done well and fedex might be joining them in a small way. it is part of a larger trend. >> popular trend especially after going big for so long and growing and organically and now the pressure is to get smaller and simpler for the business. >> we will keep an eye on honeywell shares. thank you for watc

here comes honeywell. >> i know we have the story coming up.bankers don't make money putting companies together, bankers will make money by breaking them apart. >> investors do get red for a busy week of economic data and the start of earnings season. the dow is up 200 points, but like brian said the nasdaq is where we see it three quarters of percent and the s&p is positive, and earns are expected to be strong or they better be strong because we have pretty high wall street s&p targets and our next guest is the most bullish on wall street with the year-end price target of 7100. here to make his case is john stolfus, chief investment strategist at oppenheimer. how did we get there? >> kelly, very simply, it's got to be fundamentals. economic growth, the fed making progress on inflation. business doing what it does best, do business, so the consumer remaining resilient and jobs numbers resilient and on top of that effectively what you're looking for is an environment where jobs keep growing. we've got all of that now and we have a bond market ba

. >> this is our route one that i was interested was honeywell some of those companies haven't done wellded vance six makes nylon years ago i was not sure but that was a long time ago, what do you see no. >> i see the earning has turned that's a big thing with the catalyst you don't want to buy something cheap they've had two successive quarters, the earnings are taking off and they have good demand for the nylon six ammonium sulfate which is a fertilizer and they do intermediate chemicals. i have them earning over $4 issue six and a half pe if you take the stock base of 24 cents and 6.9, one third of the market multiple, cleaned balance sheet and is point to six the return on equity is 14% and return on total campus 12%, even though the cap spending picture of $150 million still 25 million free cash if you went back on the 10k in previous years and generated free cash flow it's important of the strategy if you don't read the cash register is not a business. >> nobody knows their portfolio i think you can teach a ceo at bangor to thank you for sharing these pics you can see one more pick

since it was announced that a spot agreement appears to be reached between the israel and commerce honeywell, who is in debt, obama and central garza honey. just talked to us about the kind of atmosphere there is where you are. well as of this moment this, the celebration are still happening or taking place there more people leaving their insides of from the surrounding of the uh, the area of the vicinity of the hospice on for end of the courtyard of the hospital . it just so amazing to see the hospital right now in the morning. the courtyard of the hospitalized. the space for many of the funerals over here now or this morning . the 10 people were killed in the overnight or fox, the many of them all as a. now we're seeing a completely different as being in front of us. people are being this way, is it from his eyes hungry or at the hospital instead of breathing? this moment with much so happened is that excitement and much of the feeling that where's the press in the past 15 months to the point people we're not allowed to do to express any of their feelings to reprise or do more the properly

there are also severe shortages of basic and essential medical equipment at the hospitals, honeywell, who defenses this report from inside deluxe, the hospital in darrell balance. central cas, i'm gonna go to the center. it is across the guys travel reduced trucks and over one would then slide injured civilians, many of them women and children and elderly individuals. here at this facility, i lost the hospitals. doctors record of, of the acute shortage of basic supplies, including funky biotics and surgical tools. and pain killers in the fuel for generators are ready to create and jeopardizing the functionalities of basic and important essential equipment like the incubator, the ventilator is, and without electricity. as we can see here, really is science of lackluster as a causing problems in causing surgeries to be performed in dire circumstances. often, with the flashlights, the restaurants down, one of the members of medical emissions in volunteering off the hospitals to us. more of a general assessment of your situation, the size of the hospital. so i was lucky enough to be here

it through fits that a mess the can continue on to can make sure as 3 a to is there any website, honeywell, we've heard say, is rarely prime minister, though confidently say time. and again, that's the idea of submission to eradicate how moss is a done deal. why would netanyahu say something like that? is you just trying to claim victory even though that goal clearly is not achievable? i yes, i can say is that the end it's in the out of you as a sort of a forward this to me. so using the fire or to achieve agreement with the to many times i think it was because he so that he can destroy your time as you can get tired of it. and again, after he's of suited to a scenario uh most of the day before. uh, as may. yeah, and uh is there any of those or how may i say that you saw? does he kind of go through all the elements and the sooner just about i think it became more difficult because we have neil solar time. so i think he, uh, i have no way to escape again from the visual or sensitive agreements are you, are you thinking can be effective and as a link and said, it does right on the brain beca

can i bring in honeywell hood and del, about, and central guys? honey, once again, schools where people are shelters are being targeted from that, that is correct. then people are still dealing with the aftermath of abuse, or if it gets the box and it just, it keeps involving that much more and, or if it's reality right now, the grim reality that these evacuation centers, the schools, the ones where learning tim, those turned into evacuation centers and childers for the display of population and now becoming more depth, a trap for already traumatized and displayed more than one time population. a people reported skills, but according to an eye witness that we spoke to. it may even night. the 3rd day of last night yesterday, this practice that 15 people actually we are in gathering. we're gather of what to do with the top top. and then the people were removed it from the bomb side, including the children and 3 year old, the child was among those who work in the attack. and the other remaining bodies were, had had to be picked up from the grounds of

shares of honeywell up in the pre-market. >>> back to the markets.ing week. take a look at futures in the green across the board. dow opening up 200 points higher. let's bring in amy wu silverman. amy, good to see you. >> good morning. happy new year, frank. >> we are seeing a bounce in the pre-market right now when it comes to futures. we are on a slide with wall street overall if you look at the longer trend. with that in mind, what is your word of the day? >> my word of the day is fairly fitting. it's angst. frankly, that is the sentiment we've had since the year kicked off and perhaps a little bit prior to christmas as well. to some degree, frank, that's normal. that's seasonal. this is just what we see in january which is some growth in volatility and selloff in the market. you've seen that every single january for the last decade. it's not surprising you are getting a little bit of this this january as well. >> so, according to your data, the jobs report added to the angst out there in the market. you say before the jobs report, s&p was in the

travelers and nvidia and honeywell and salesforce. >>> time for the morning call sheet.begin with goldman sachs. the chip maker has under performed most of the peers in areas including data center gpus. bernstein ing they are rmo fisher. the bio-sector could face headwinds. piper sandler moving nike to overweight. the urgency to clean up the marketplace should translate to a more visible recovery. >>> coming up on "worldwide exchange," we have the one word that every investor has to hear today and the stock pick every investor needs to know. >>> plus, a possible player in the bio-bid for the parent company sending shares higher. seven & holdings up 5%. we will have details on the high profile asset manager may be throwing his hat in the ring. that's coming up. stay with us. >>> welcome back to "worldwide exchange." time for the big money movers. taiwan semiconductor fourth quarter revenue beating the forecast as it beats the strong demand for all things artificial intelligence. shares up 1.5% now. revenues rising 4%. the company will report next week. >>> tesla with the

david cody, wonderful industrial chairman was at honeywell for a while is the chairman of the companyy, you also like broadcom. it's sort of that nice play between hardware and software, when we can't figure out which one we like, but you mentioned that broadcom is no longer cheap. talk us through it. >> yeah, i love that set-up. if you can't decide where you want to be in 2025 software and semis is a big debate on the street broadcom is both of them in one stock. look, we own the stock when it had a originally 3% dividend was trading at a mid-teens multiple. its now gone up to a mid-30s multiple obviously been a big run over the last little while. so stock is no longer as cheap as it was but it's also not expensive. when we look at the total addressable market that hock tan just told us about by 2027 this $75 billion opportunity, this is the company that can continue to grow into tthat with custom silicon with the biggest customers, amazon,, google and software and semis within the context of a.i. taylor: jason we love your picks and know our audience does too. we're making them smar

have been detained, forcibly disappeared, leaving families in anguish and vital services. strange, honeywell was, but paula students in federal bala whose lives are being disrupted by the rest of the family members. and this event collision center in the doctor to any of the struggles to keep life moving forward for her children. this is what i was of teens or husbands from the hospital in northern dogs. the last october. since then she hasn't heard much about him. female, i'm at the bottom. well, i got some contradictory and conflicting information about my husband. every time they talk about him being in a different prison, according to the latest information he is in states him on prison. what scared me the most is my husband's health condition. he suffers from many diseases. and his age and health situation he cannot tolerate is really torture relief doctor needs have described tortures tar vision of use in his regular presence. at least 2500 palestinians have been detained from northern gaza, including dozens of medical staff. that's according to the palestine center for prisoner studie

the last health lifeline in north garza is at risk of being safeguards. honeywell, which has more from dayton by law in central dasa the hey vac. listen order is extended to uh the last remaining small health facility that's allowed the hospital that has a charge. part of a charge of the past few weeks at the beginning of the grant, offensive. and as of right in the span of the, of less than an hour. another evacuation order sharply ordering and is threatening anyone to remain inside the hospital. the one that everyone do evacuated immediately is similar to what happens. it is indeed an hospital. now, concerning the part of this has many of the people inside these 2 health facilities are in fact people who were forcibly it's made to leave a come out one hospital when it was on by the is really monitors. we really talk about people in, in, in critical condition determine in terms of their health. uh, do you need it to be attacked and medical equipment. some of the injury is suffered and sustained in critical injury that they needed to be in. 9 a hospital or a health facility to receive

we filed over 400 patents and partnered with leaders like hp and honeywell to bring breakthrough products to the market, but despite our success we have experienced firsthand how the system fails to protect innovators. a major korean oem still our patented technology and enable their suppliers in china and i want to profit from our work. without injunctive relief, we could not block them. by the time financial remedies arrived years later, the damage was already done. billions of dollars in value floated overseas, and that is valued that we would have invested in american jobs and innovation. this was not just theft. it was a systematic failure of the u.s. patent system, and here is the bigger problem. the lack of injunctive relief distorts fair business dealings. megacorporations know that there is no urgency for them to act. without the threat of an injunction they can choose to infringe now and pay later, as you mentioned, if they pay at all. a former apple executive even called the strategy a fiduciary obligation, because fort magnetek litigation -- magnetek -- megatech litigation is

whatever honeywell seems to go is disappointing, a lot of that is because of the earnings which is notortunity. the stock is down 5% for the year even though they are doing smpg that could be like what ge did when they split into energy, healthcare , and core aerospace. i think the stock is a buy but people want tosee the quarter which they think will be a disappointment. and they want to sell ahead of it. i say let them do it. >> i'm not sure the street took some solace in your interview with ricks. lilly down 8. >> look, i think the problem with eli lilly is as david ricks admitted is there have been some mistakes. they have not done the launch as easily as people thought. i say as i said at the beginning, let them sell it. in the end, this is the glp-1s is the greatest drug of all time it will be used for multiple applications. people want toed him to say that it would be the best year. he doesn't do that. now i can say you can't buy it back right now and i wish i could, down 8%. i think it goes down 10% as we get rid of people who don't understand the story and then we get people w

. >>> honeywell international is poised to proceed with a breakup by the elliott investment. company is planning to split into two publicly traded companies. one focused on automation and the other focused on aerospace and defense. the company could announce the plans in the next earnings release which is due in early february. that report says plans could change and the final details would need to be approved by the board. that stock is up 9.1% over the last year, but it's hard to not think back to the days of the potential ge merger of the companies. big getting bigger and bigger. at this point, whittling things down. >>> when we come back, survey data from the anti-defamation league on the anti-semitic views. "squawk box" will be back after this. ok guys, instead of getting weathertech, i saved a few bucks and got some cheap, foreign made floor mats. but they really stink, so put these on. ♪♪ really, gary? mom, i'm thirsty. don't settle for cheap, stinky floor mats. at weathertech we make our floorliners and cargo liners here in america, out of pure non-toxic american mate