My top 10 things to watch Monday, Dec. 16 1. Club name Honeywell said it is weighing a separation of its aerospace business split, exactly what activist investor Elliott wants. Would be huge for us. Another update on Honeywell's strategic review will come alongside its fourth-quarter earnings release. Shares rose more than 3% Monday. 2. Is the market hostage to absurd growth plays like Palantir, Applovin and even bitcoin? In my Sunday column for Club subscribers, I explored this idea.
Mizuho also named Club holding Coterra Energy one of its top picks for 2025 and upped its PT to $40 a share from $37, a 58% premium to Friday's close. 8. November retail sales in China missed expectations and slowed month over month. Beijing can't ignite the economy despite its stimulus efforts. Policymakers haven't unleashed stimulus for the medical technology space yet, which is a natural source of growth. That's why Club name Danaher has been a soft stock. 9.
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