The following video is part of our "Motley Fool Conversations" series, in which Rising Star analyst Jim Mueller discusses topics around the investing world.

After beating the Street on both earnings per share and revenue, Textron's shares were down as much as 5.5% this morning. Why? Jim, who holds shares of Textron in his Rising Star portfolio, says that today's report fits right into his investing thesis and that not raising guidance is a poor reason to punish the shares.

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This article represents the opinion of the writer, who may disagree with the “official” recommendation position of a Motley Fool premium advisory service. We’re motley! Questioning an investing thesis -- even one of our own -- helps us all think critically about investing and make decisions that help us become smarter, happier, and richer.