Deep Dives - Electrical Equipment & Multi-Industry

Date Ticker Title Vertical Rating (at time of publication)
12.17.2018 ABB
  • ABB: Goes off The Grid, Realigns and Simplifies
  • Electrical Equipment & Multi-Industry Hold
    12.14.2018 FLS
  • FLS: Investor Day - Progress Being Made, Details Lacking; Upgrade to Hold
  • Electrical Equipment & Multi-Industry Hold
    12.12.2018 LII
  • LII: 2019 Outlook - Pushing Through the Headwinds, Literally
  • Electrical Equipment & Multi-Industry Hold
    12.11.2018 IR
  • EE/MI: Launching Buildings/Construction Chartbook - a Slow Grind Higher
  • Electrical Equipment & Multi-Industry N/A
    12.07.2018 ITW
  • ITW: Reasonable Guide, Growth Puzzle
  • Electrical Equipment & Multi-Industry Hold
    12.06.2018 ETN
  • EE/MI: Vertical View - Data Centers Still Running Hot
  • Electrical Equipment & Multi-Industry N/A
    12.05.2018 MMM
  • EE/MI: Business Mix Chartbook
  • Electrical Equipment & Multi-Industry N/A
    12.04.2018 GE
  • GE: SAF Read on LEAP - Cash/Earnings Implications
  • Electrical Equipment & Multi-Industry Hold
    12.03.2018 MMM
  • EE/MI: Tariff Truce Heals Some Industrial Wounds
  • Electrical Equipment & Multi-Industry N/A
    12.03.2018 AME
  • Flow Control: Quick Thoughts - Finding Some Relief on Tariff Tensions
  • Electrical Equipment & Multi-Industry N/A
    11.29.2018 FTV
  • EE/MI: Closer Look at Semiconductor/Electronics; Spending Could Slow Further
  • Electrical Equipment & Multi-Industry N/A
    11.27.2018 UTX
  • UTX: Post Call Color, Stock Likely in Holding Pattern
  • Electrical Equipment & Multi-Industry Hold
    11.27.2018 UTX
  • UTX: COL Close Drives 3-Way Break-Up
  • Electrical Equipment & Multi-Industry Hold
    11.26.2018 HON
  • EE/MI: Chart of the Day - Navigating Lower Oil
  • Electrical Equipment & Multi-Industry Buy
    11.26.2018 ABB
  • EE/MI: Q318 Automation Chartbook
  • Electrical Equipment & Multi-Industry N/A
    11.20.2018 NVT
  • NVT: Solid Execution, Upside Optionality
  • Electrical Equipment & Multi-Industry Hold
    11.20.2018 GE
  • GE: Working Capital Is Overworked, Creating Future Cash Flow Headwinds
  • Electrical Equipment & Multi-Industry Hold
    11.16.2018 MMM
  • MMM: Trying to Stick the Growth Algorithm
  • Electrical Equipment & Multi-Industry Hold
    11.16.2018 ROK
  • ROK: Automation Fair and Investor Day - Growth in Focus
  • Electrical Equipment & Multi-Industry Hold
    11.15.2018 HON
  • EE/MI: Takeaways from ISC East Security Show
  • Electrical Equipment & Multi-Industry N/A
    11.13.2018 FLOW
  • VRP: Electrical Equipment & Multi-Industry - Chart of the Day - Mind Oil's Path
  • Electrical Equipment & Multi-Industry Hold
    11.13.2018 JCI
  • VRP: Johnson Controls, Inc. - Attractive Power Exit, But Relative Value Full Post Actions
  • Electrical Equipment & Multi-Industry Hold
    11.13.2018 GE
  • VRP: General Electric Co - Taps BHGE Stake For Approximately $3 Billion
  • Electrical Equipment & Multi-Industry Hold
    11.12.2018 AME
  • VRP: Electrical Equipment & Multi-Industry - Spigot Flowing - Sell FLS; Buy AME, CR, ITT
  • Electrical Equipment & Multi-Industry N/A
    11.12.2018 EMR
  • VRP: Electrical Equipment & Multi-Industry - Chart of the Day: Organic Growth Scorecard
  • Electrical Equipment & Multi-Industry hold
    10.08.2018 XYL
  • XYL: "Pumped" Up Valuation, Potential Muni Wobble Injects Risk; Downgrade to Sell
  • Electrical Equipment & Multi-Industry Sell
    10.21.2016 GE
  • GE: Bridge to 2018 Built on Non-Cash Alstom Earnings?
  • Electrical Equipment & Multi-Industry Hold
    09.23.2016 SIE-DE
  • EE/MI: Balance Sheets Generally Solid, But Pensions Cause Some Restraint
  • Electrical Equipment & Multi-Industry N/A
    07.25.2016 ROP
  • ROP: Q2 OP Miss and Lowered Full Year
  • Electrical Equipment & Multi-Industry Hold
    07.18.2016 AME
  • AME: Searching for the Lost Premium; Assume With Hold Rating, $50 PT
  • Electrical Equipment & Multi-Industry Hold
    05.09.2016 IR
  • IR: Climate Running Hot and It's Only Spring
  • Electrical Equipment & Multi-Industry Buy
    11.20.2015 SIE-DE
  • EE/MI: Macro Overwhelms Micro in Automation
  • Electrical Equipment & Multi-Industry N/A
    09.28.2015 DHR
  • EE/MI: Downside Sensitivities to Trough EPS
  • Electrical Equipment & Multi-Industry N/A
    09.28.2015 SPXC
  • SPXC: Don't Snub the Stub, Initiate with Buy
  • Electrical Equipment & Multi-Industry Buy
    09.21.2015 TXT
  • EE/MI: New Normal No-Man's Land
  • Electrical Equipment & Multi-Industry N/A
    09.18.2015 LII
  • EE/MI: Price/Cost Threatens Industrial Profits
  • Electrical Equipment & Multi-Industry N/A
    09.13.2015 DOV
  • VRP Industrial Conference: Trends Challenging, But No Summer Trap Door
  • Electrical Equipment & Multi-Industry N/A
    08.05.2015 SU-FR
  • EE/MI: Industrials - The Living Dead or Just Dead?
  • Electrical Equipment & Multi-Industry N/A
    02.26.2015 SU-FR
  • EE/MI: U.S. Power Markets Healing, but Well Short of Full Strength
  • Electrical Equipment & Multi-Industry N/A
    02.24.2015 DHR
  • EE/MI: End of Cycle Fears, Oil Jitters Limit Automation Valuations
  • Electrical Equipment & Multi-Industry N/A
    02.10.2015 IR
  • Resi HVAC: Recharged Replacement Supports Recovery Runway
  • Electrical Equipment & Multi-Industry N/A
    01.04.2015 TYC
  • EE/MI: 2015 Outlook - Running the Obstacle Course
  • Electrical Equipment & Multi-Industry N/A
    09.24.2014 ALLE
  • EE/MI: "Monitoring" Global Security, What to Expect From ASIS Security Show
  • Electrical Equipment & Multi-Industry N/A
    09.19.2014 LII
  • LII: Estimates Need To Cool Down, Assume Coverage At Hold
  • Electrical Equipment & Multi-Industry Hold
    09.07.2014 PH
  • VRP Conference Wrap - Slow Grind Continues
  • Electrical Equipment & Multi-Industry N/A
    06.05.2014 EMR
  • HVAC: Gauging Impact of Regional Efficiency Standards
  • Electrical Equipment & Multi-Industry N/A
    06.04.2014 GE
  • Gas Turbines: Better Mousetraps Waiting On Better Demand
  • Electrical Equipment & Multi-Industry N/A
    05.28.2014 IR
  • EE/MI: Lighting Outlook - LED Lights up Energy Retrofit
  • Electrical Equipment & Multi-Industry N/A
    05.11.2014 IR
  • EE/MI: Data Center Outlook - 'Cloud'y With Temperatures Rising
  • Electrical Equipment & Multi-Industry N/A
    04.01.2014 JCI
  • JCI: Controlling Its Transition to Multi-Industry
  • Electrical Equipment & Multi-Industry Hold
    03.12.2014 SWK
  • SWK: Does Stanley Work?
  • Electrical Equipment & Multi-Industry Buy
    12.03.2013 SIE-DE
  • EE/MI: Vertical View On Global Industrial Automation
  • Electrical Equipment & Multi-Industry N/A
    12.01.2013 UTX
  • Global Elevators: A Three Speed World
  • Electrical Equipment & Multi-Industry Buy
    09.16.2013 HUBB
  • Vertical View on Solar: The Sun is Rising But Could Cloud T&D
  • Electrical Equipment & Multi-Industry N/A
    08.19.2013 HON
  • EEMI: Utility Transmission, Rubber Boots Required
  • Electrical Equipment & Multi-Industry N/A
    06.28.2013 TYC
  • EE/MI: Don't Fear the Taper
  • Electrical Equipment & Multi-Industry N/A