In short: Post-spin of its Aerospace arm (HONA); parent and Aero closed at almost identical caps, another spin that "has done well" this year.
Full passage: premium transcript (PDF).
In short: His other industrials 52-week-high name (with CSX) — leadership the market is rewarding as the rally broadens.
Honeywell is a diversified industrial conglomerate (aerospace, automation, building tech). It's Terranova's other industrials 52-week-high name with CSX — same idea: industrials are participating in the broadening rally, so own the ones making new highs.
In short: Another named Merlin partner — part of the incumbent partner set (with framework agreements with the DOD already in place).
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