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Honeywell (HON) just Crashed—even after beating earnings and raising guidance. What gives?In this episode of *Am I Catching a Falling Knife?*, Dave breaks down exactly why investors are spooked. Contracting operating margins, declining free cash flow, and a new corporate strategy are shaking up the market's confidence. Is this a warning sign... or a golden buy-the-dip moment?We unpack the narrative, run a DCF model, and pinpoint custom buy levels. Could HON be worth catching, or is it headed straight for the floor?📊 Stock: Honeywell (HON) 🎯 Key themes: Margin pressure, cash flow concerns, corporate split 📉 Estimated earnings impact: –3% 💰 Fair value: ~$150.61 vs current ~$224⚠️ This is not financial advice—always do your own due diligence.#Honeywell #StockAnalysis #FallingKnife #EarningsSeason #MarketDip #FinancePodcast
Honeywell (HON) just Crashed—even after beating earnings and raising guidance. What gives?In this episode of *Am I Catching a Falling Knife?*, Dave breaks down exactly why investors are spooked. Contracting operating margins, declining free cash flow, and a new corporate strategy are shaking up the market's confidence. Is this a warning sign... or a golden buy-the-dip moment?We unpack the narrative, run a DCF model, and pinpoint custom buy levels. Could HON be worth catching, or is it headed straight for the floor?📊 Stock: Honeywell (HON) 🎯 Key themes: Margin pressure, cash flow concerns, corporate split 📉 Estimated earnings impact: –3% 💰 Fair value: ~$150.61 vs current ~$224⚠️ This is not financial advice—always do your own due diligence.#Honeywell #StockAnalysis #FallingKnife #EarningsSeason #MarketDip #FinancePodcast