Picking the Winners of the Honeywell Breakup

In this occurrence of Motley Fool Hidden Gems Investing, Motley Fool contributors Tyler Crowe, Matt Frankel, and Lou Whiteman discuss:

• Digital Realty buying information centers.

• Building materials manufacture consolidation.

• Keeping way of what assets went wherever astatine Honeywell.

• Recent successes (and failures) with spinoffs.

• Mailbag: When bash covered telephone scale ETFs work?

To drawback afloat episodes of each The Motley Fool's escaped podcasts, cheque retired our podcast center. When you're acceptable to invest, cheque retired this apical 10 database of stocks to buy.

Missed Nvidia successful 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" awesome flashed for a little-known chipmaker called Nvidia. For the archetypal clip successful years, that aforesaid "Total Conviction" awesome is flashing for a institution 1/100th the size of Nvidia. Continue »

A afloat transcript is below.

Missed Nvidia successful 2009? This Rare Signal Is Flashing Again

In 2009, a "Double Down" awesome flashed for a little-known chipmaker called Nvidia. If you'd invested $5,000 then, you'd beryllium sitting on $2,739,198 today.*

Now, for the archetypal clip successful years, that same "Total Conviction" signal is flashing for a institution 1/100th the size of Nvidia. It's a cardinal subordinate successful the $1.8 trillion abstraction race, and with the banal precocious sitting 20% disconnected its highs, the model to get successful aboriginal is closing fast.

Continue »

*Stock Advisor returns arsenic of July 6, 2026

This podcast was recorded connected June 30, 2026.

Tyler Crowe: We're talking match-ups and breakups contiguous connected Motley Fool Hidden Gems Investing. Welcome to Motley Fool Hidden Gems Investing. I'm your host, Tyler Crowe. Today, I'm joined by longtime Fool contributors Matt Frankel and Lou Whiteman. We conscionable got to the extremity of the Honeywell breakup signifier that's been going connected for a year. We're going to dive heavy into that today. Of course, we're besides going to deed the mailbag similar we ever do.

But we wanted to commencement contiguous with — it's July 4th play coming up, and apparently, Wall Street bankers privation to wide their plates earlier the July 4th play due to the fact that there's been a ton of deals that person happened successful the past mates of days. Yesterday, Jon Quast, big and company, they covered the Comcast divided and the Rocket Lab acquisition. Matt, I deliberation you were portion of that treatment there. Since then, we've seen adjacent much deals travel through. I've work 4 of them wrong the past 24 hours, and what I privation to bash contiguous is we're going to spell done each 4 of them, and past I privation you guys to archer maine which 1 of these bash you really similar the most? We had Digital Realty buying information centers from Blackstone for astir 3.5 billion. We person Carlisle Companies, a gathering proviso company, doing an unsolicited bid for Owens Corning. Not done yet, but it looks similar something's going to happen. You've got a materials company, Martin Marietta Minerals, buying a limestone supplier for 13.5 billion, and past ON Semiconductor is buying Synaptics for astir $7 billion. Matt, I consciousness similar idiosyncratic who loves REITs is going to spell successful a definite absorption here, americium I right?