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OT: Stock and Investment Talk

Honeywell trying to pull GE 2.0! @rutgersguy1

Honeywell, one of the last remaining U.S. industrial conglomerates, will split into three independent companies, following in the footsteps of manufacturing giants like General Electric and Alcoa.

The company said Thursday that it will separate from its automation and aerospace technologies businesses. Including plans announced earlier to spin off its advanced materials business, Honeywell will consist of three smaller entities in hopes that they will each be more agile.

"The formation of three independent, industry-leading companies builds on the powerful foundation we have created, positioning each to pursue tailored growth strategies, and unlock significant value for shareholders and customers,” Honeywell Chairman and CEO Vimal Kapur said in a statement.

Honeywell had said in December that it was considering spinning off its aerospace division. The public announcement arrived about one month after Elliott Investment Management revealed a stake of more than $5 billion in the aerospace, automation and materials company. Elliott had been pushing for the Charlotte, North Carolina, company to separate its automation and aerospace businesses.

OT: Stock and Investment Talk

My biggest position is only about 8% of my portfolio. My 2nd biggest is less then 5%. Im overly diversified. But if can’t help myself, i want to own all the stocks

Back to SG i see it missed and sold off last earnings after a hot run. Expectations definitely lower going into this qtr.

All about execution.
If you want to own "all the stocks", you run the risk of just matching the S&P 500.....so what's the point then. Tom Lee is very direct about limiting stocks to 30-35. This is just for large caps, so you can obviously do more with small/mid caps.

Sometimes I struggle with wanting to buy too many, but you need to stick with your high conviction stocks.
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OT: New ACC Deal To Reward Clemson and FSU?

The list you provided does not have yearly ratings for the teams, it just has weekly ratings dating back to 2012.
Also, it doesn't include ESPN properties (ACC network, SEC network and Longhorn network) ratings as ESPN doesn't subscribe to the Neilsen measurement.

For context, I've included the following:

ACC ratings from 2012 - 2023 (games with 4 million + viewers)
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Most watched ACC games 2024


Top 15 nationally from 2017-2022, despite being largely pedestrian (Willy Taggert years included)

50 % of football ratings coming from 18 teams
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2023 ratings
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In summation, there's the kings (Buckeye, ND, Mich, Texas, etc.) and the second tier
FSU falls in the second tier
The link I provided has the weekly rating since 2012. Where do you think the yearly averages are coming from? They come from an average of the weekly ratings.

You're proving my point for me. Florida state is in the second tier ratings-wise, which would not be near the top. That goes back to my initial point. With the amount of money that the SEC and the Big Ten are making now, it's going to be difficult for any team to bring in the ratings that would make it worth it for those conferences to add more teams.

Thank the ref

I had flashbacks last night to sitting in the RAC when Rutgers was in the Big East and UConn, BC, Cuse, Nova would fill the RAC with obnoxious fans (that part didn't happen last night) and then get the advantage from the refs all night. I remember one game against Villanova when they pressed us full court for an entire half - physical as hell - lots of fouls - and ended the half with maybe 1 foul actually called.

Illinois' center steps on I think it was J Will's foot, rolls his ankle, foul on us. that was an awful call. And Illinois inbounds the ball, their guard tweaks his ankle, probably walks and instead they get a do over and get to inbound the ball again? Is that even a rule? Those guys sucked terribly last night.

THE OFFICIAL 2024-2025 NET RANKINGS THREAD

JWill played 12 of his minutes with 3 bigs. He also played a few minutes at the two with Hayes as the three. Then he played a few in four guard line ups. Played very little as a straight 3, although the 2/3's are interchangeable in non Ace line ups. JWill and Davis played 12 minutes together.
JWill is better defensively, but in the first half yesterday, JWill was no better than Acuff would have been. In the 2nd half he was. In terms of ISO scoring, that's pretty much all JWill gives you also.
I'd take Acuff's 37% from three off ball, since almost every other advanced stat offensively is similar, a lot of the time, especially when JWill is on one of his completely useless runs. We need to sit him asap.

I’m not sure what game you were watching exactly to say J Will was “bad” on D in the first half. We went up 23-6 with J Will logging most if not all of the minutes in the first 10 minutes. I’m not sure how you could argue Acuff would’ve been a better choice.

At the 7:51 mark, Illinois had 11 total points. Again - J Will had played most of that time. Yes, he commits a dumb foul after a turnover at the 6:38 mark and pick up his second foul but at that point following the FTs, Illinois still only had 15 points.

J Will sat the remainder of the half with the 2 fouls. Acuff got a turn in there by the way. Illinois nearly doubled their points finishing with 29 at the half. What am I missing?

And to your other point - J Will isn’t a high usage type of player at all. He’s not a great shooter and he’s comfortable playing while not being the one to attempt that many shots. In 25 minutes he recorded 7 shots - made 3 of them and scored 13 points on fairly low usage. If anyone took too many shots it was Dylan Grant.

RAPID REACTION — Illinois

Same token, they conveniently ignored that we started playing better. Supposed to be full body of work and other schools not punished as much by injuries.

Lost to Michigan at home during season, subsequently beat them end of season. Showed we could win. Appears Committee making up own excuses and knew the backlash of rejecting RU won’t hurt them.
B1G has always had Rutgers back…lol… Baseball NCAA tourney?

Hopefully this year if we can somehow make it close, CBS wants Ace and Dylan in. RU v UConn or St. John’s would make for juicy story and ratings.

OT: Stock and Investment Talk

Funny thing is my trading portfolio has gone through the roof ever since I prioritized growth over PE and fundamentals.

In my trading portfolio I usually consider any single position around $35k-$50k as decent size. Curious how others on this thread categorize their positions?
My biggest position is only about 8% of my portfolio. My 2nd biggest is less then 5%. Im overly diversified. But if can’t help myself, i want to own all the stocks

Back to SG i see it missed and sold off last earnings after a hot run. Expectations definitely lower going into this qtr.

All about execution.
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