| 05.18.2021 |
MMM
|
EE/MI & Flow Control: Vertical View - M&A Deep Dive
|
Flow Control/SMID |
N/A |
|
| 04.14.2021 |
AME
|
Flow Control/SMID: Q1 Earnings Preview - 8 Key Themes
|
Flow Control/SMID |
N/A |
|
| 01.21.2021 |
AIR-FR
|
Vertical Research Partners Top Picks - VRP Top Picks for 2021
|
Flow Control/SMID |
N/A |
|
| 01.19.2021 |
MMM
|
EE/MI: Q4 Preview-Looking to 2021
|
Flow Control/SMID |
N/A |
|
| 11.06.2020 |
FLS
|
FLS: Challenged Markets, COVID Cloud Outlook
|
Flow Control/SMID |
Hold |
|
| 11.06.2020 |
FLS
|
FLS: Q3 Operational Beat, 2-Year Order Stack In Line w/ Peers
|
Flow Control/SMID |
Hold |
|
| 11.02.2020 |
ITT
|
ITT: Raising Estimates; Catch Up Call With CFO
|
Flow Control/SMID |
Buy |
|
| 10.30.2020 |
XYL
|
XYL: Opex Resilience, Capex Delays; MCS and Cost in Focus
|
Flow Control/SMID |
Hold |
|
| 10.30.2020 |
ITT
|
ITT: Solid Q3 Beat, OE Friction Outgrowth; Single Digit Q4 Decremental
|
Flow Control/SMID |
Buy |
|
| 10.29.2020 |
SPXC
|
SPXC: Q3 Ahead; Order Shift, Some Slowing Leave Q4 Below Street
|
Flow Control/SMID |
Hold |
|
| 10.29.2020 |
XYL
|
XYL: Q3 Ahead, Q4 Outlook Below Street
|
Flow Control/SMID |
Hold |
|
| 10.29.2020 |
AME
|
AME: Q3 Beat on Strong Margins
|
Flow Control/SMID |
Buy |
|
| 10.28.2020 |
IEX
|
IEX: Trends Improve, M&A and COVID Wins Shift Into Focus
|
Flow Control/SMID |
Hold |
|
| 10.28.2020 |
FLOW
|
FLOW: Execution Solid Again; Plenty of Firepower
|
Flow Control/SMID |
Buy |
|
| 10.28.2020 |
FLOW
|
FLOW: Substantial Q3 OP Beat, Deleveraging Supports Pivot to Offense
|
Flow Control/SMID |
Buy |
|
| 10.27.2020 |
IEX
|
IEX: Strong Q3, September Orders Positive; CEO Transition
|
Flow Control/SMID |
Hold |
|
| 10.27.2020 |
CR
|
CR: Q3 Operational Beat, Q4 Guide Below Street
|
Flow Control/SMID |
Hold |
|
| 10.22.2020 |
PNR
|
PNR: Chart of the Day - POOL Check, Inventories at Decade Low
|
Flow Control/SMID |
Buy |
|
| 10.20.2020 |
PNR
|
PNR: Big Q3 Splash, Rising Valuation Tide Keeps Us at Buy
|
Flow Control/SMID |
Buy |
|
| 10.20.2020 |
PNR
|
PNR: Big Q3 Pool Beat
|
Flow Control/SMID |
Buy |
|
| 10.12.2020 |
ROP
|
EE/MI and Flow Control : Smart Meter Read from Landis+Gyr
|
Flow Control/SMID |
N/A |
|
| 10.01.2020 |
AME
|
Flow Control/SMID : Q3 Preview + Bridges, Balance Sheets, and Biden
|
Flow Control/SMID |
N/A |
|
| 09.21.2020 |
HUBB
|
EE/MI & Flow Control: Vertical View - Smart Meter Chartbook
|
Flow Control/SMID |
N/A |
|
| 09.02.2020 |
SPXC
|
SPXC: Opening New Market in Inspection with ULC Acquisition
|
Flow Control/SMID |
Hold |
|
| 08.27.2020 |
AME
|
Flow Control/SMID: Chart(s) of the Day - Upside/Downside Valuation
|
Flow Control/SMID |
N/A |
|
| 08.26.2020 |
MMM
|
Flow Control & EE/MI: Thoughts on Hurricane Laura
|
Flow Control/SMID |
N/A |
|
| 08.12.2020 |
AME
|
Flow Control/SMID: Q2 Review and Positioning. Downgrading WSO to SELL
|
Flow Control/SMID |
N/A |
|
| 08.04.2020 |
AME
|
AME: Impressive Q2 Cost Execution. Large M&A in Sights
|
Flow Control/SMID |
Buy |
|
| 08.04.2020 |
AME
|
AME: Q2 Strong Operating Beat on Record Margins
|
Flow Control/SMID |
Buy |
|
| 07.31.2020 |
ITT
|
ITT: Tough Markets, Great Execution and BS
|
Flow Control/SMID |
Buy |
|
| 07.31.2020 |
ITT
|
ITT: Strong Q2 Beat, Cost Control Raises Implied EPS Outlook
|
Flow Control/SMID |
Buy |
|
| 07.31.2020 |
SPXC
|
SPXC: Strong Q2, Estimates Move Higher
|
Flow Control/SMID |
Hold |
|
| 07.31.2020 |
FLS
|
FLS: Q2 OP Beat, 2020 Framework Implies Expectations>Street
|
Flow Control/SMID |
Hold |
|
| 07.30.2020 |
XYL
|
XYL: Q2 In Line w/ Pre-Announcement, Q3E Implied Below Consensus
|
Flow Control/SMID |
Hold |
|
| 07.29.2020 |
FLOW
|
FLOW: Upgrading Shares to Buy on Continued Execution
|
Flow Control/SMID |
Buy |
|
| 07.29.2020 |
FLOW
|
FLOW: Q2 Broad Outperformance and Improved Outlook
|
Flow Control/SMID |
Hold |
|
| 07.28.2020 |
CR
|
CR: Cloudy Skies Remain
|
Flow Control/SMID |
Hold |
|
| 07.27.2020 |
CR
|
CR: Q2 Operational Beat on Better Top-Line, Cost Execution
|
Flow Control/SMID |
Hold |
|
| 07.27.2020 |
IEX
|
IEX: Navigating Wobbly Macro
|
Flow Control/SMID |
Hold |
|
| 07.23.2020 |
IEX
|
IEX: Q2 Ahead. Focus on Orders and Decrementals
|
Flow Control/SMID |
Hold |
|
| 07.23.2020 |
PNR
|
PNR: Looking for an H2 Splash; Raising PT, Reit Buy
|
Flow Control/SMID |
Buy |
|
| 07.23.2020 |
PNR
|
PNR: Q2 Operational Beat; POOL Channel Inventories at Historic Lows
|
Flow Control/SMID |
Buy |
|
| 07.21.2020 |
AME
|
Flow Control: Alfa Laval Reads
|
Flow Control/SMID |
N/A |
|
| 07.14.2020 |
XYL
|
XYL: Q2 Positive Pre-Release on Better Revenue, Decrementals Disappoint
|
Flow Control/SMID |
Hold |
|
| 07.13.2020 |
AME
|
Flow Control: Alfa Laval Adding Industrial Valves with Neles Offer
|
Flow Control/SMID |
N/A |
|
| 07.09.2020 |
PNR
|
PNR: Pool - Diving into Upcoming 2021 Efficiency Standards
|
Flow Control/SMID |
Buy |
|
| 06.29.2020 |
AME
|
Flow Control/SMID: Q2 2020 Preview - Uncertain Road to Recovery
|
Flow Control/SMID |
N/A |
|
| 06.15.2020 |
XYL
|
XYL: Restructuring Dive and Efficiency Benchmarking
|
Flow Control/SMID |
Hold |
|
| 06.11.2020 |
APD
|
Chemicals, EE/MI and Flow Control: Chemicals Capex Cuts and Impacts for Suppliers
|
Flow Control/SMID |
N/A |
|
| 06.09.2020 |
ABB
|
EE/MI: Vertical View - Electrical Equipment
|
Flow Control/SMID |
N/A |
|
| 06.03.2020 |
XYL
|
XYL: Restructuring Plan Announcement, Fairly Well Baked Into '21 Consensus
|
Flow Control/SMID |
Hold |
|
| 05.27.2020 |
PNR
|
PNR: POOL Business Update Points to Better April, Strong Demand in May
|
Flow Control/SMID |
Buy |
|
| 05.22.2020 |
MMM
|
EE/MI & Flow Control: Chart(s) of the Day - Sector Positioning, Valuation Dive
|
Flow Control/SMID |
N/A |
|
| 05.20.2020 |
EMR
|
EE/MI: Vertical View - HVAC
|
Flow Control/SMID |
N/A |
|
| 05.15.2020 |
AME
|
Flow Control/SMID: Seeking H2 Vision; PNR to Buy, XYL to Hold (from Sell)
|
Flow Control/SMID |
N/A |
|
| 05.12.2020 |
FLOW
|
FLOW: Q1 Weak, "Guide" Weaker Than Forecast
|
Flow Control/SMID |
Hold |
|
| 05.11.2020 |
FLS
|
FLS: Challenged Backdrop Ahead, Reducing Estimates Further
|
Flow Control/SMID |
Hold |
|
| 05.07.2020 |
FLS
|
FLS: Q1 Operational Miss. $100mm of Cost Actions in '20
|
Flow Control/SMID |
Hold |
|
| 05.05.2020 |
XYL
|
XYL: Cutting Numbers on Weak Q1, Significant Q2 Reset; Reiterate Sell
|
Flow Control/SMID |
Sell |
|
| 05.05.2020 |
XYL
|
XYL: Q1 Miss, Q2 Implied ~5c vs. 50c Consensus
|
Flow Control/SMID |
Sell |
|
| 05.05.2020 |
AME
|
AME: Q1 Operational Beat, OP Margins +100bps on Down Sales
|
Flow Control/SMID |
Buy |
|
| 05.04.2020 |
PNR
|
Flow Control/SMID: Q1 Scorecard, Positioning for Companies on Deck
|
Flow Control/SMID |
N/A |
|
| 05.01.2020 |
ITT
|
ITT: Aggressive Cost Actions Should Defend Decrementals
|
Flow Control/SMID |
Buy |
|
| 05.01.2020 |
ITT
|
ITT: Q1 OP Beat, Cost Plans Rolled Out
|
Flow Control/SMID |
Buy |
|
| 05.01.2020 |
SPXC
|
SPXC: Q1 Beat, Showing Resilience in Uncertain Times
|
Flow Control/SMID |
Hold |
|
| 04.28.2020 |
CR
|
CR: Stepping Up Cost Actions to Contend w/ COVID
|
Flow Control/SMID |
Hold |
|
| 04.27.2020 |
CR
|
CR: 2020 EPS Guide -40% at Midpoint, Core Sales -17-22%
|
Flow Control/SMID |
Hold |
|
| 04.24.2020 |
IEX
|
IEX: Cautious Outlook, Cutting Numbers Again
|
Flow Control/SMID |
Hold |
|
| 04.23.2020 |
IEX
|
IEX: Q1 OP Beat, Bracing for -15-25% in Q2
|
Flow Control/SMID |
Hold |
|
| 04.16.2020 |
AME
|
Flow Control/SMID: Q1 Preview: Cutting Estimates Again, XYL Downgraded to Sell
|
Flow Control/SMID |
N/A |
|
| 03.26.2020 |
AME
|
Flow Control/SMID: Assessing Financial Risk in Uncertain Times
|
Flow Control/SMID |
N/A |
|
| 03.25.2020 |
AME
|
Flow Control/SMID: COVID/Oil Cuts. Downgrade FLS to Hold
|
Flow Control/SMID |
N/A |
|
| 03.24.2020 |
ITT
|
ITT: Takeaways from Investor Meetings (virtual) w/ CEO, CFO
|
Flow Control/SMID |
Buy |
|
| 03.20.2020 |
AME
|
AME: Portfolio Examination. Lower Cyclicality, More Cash
|
Flow Control/SMID |
Buy |
|
| 03.10.2020 |
AME
|
Flow Control/SMID: Sensitizing Oil-Related Stock Dislocations
|
Flow Control/SMID |
N/A |
|
| 03.09.2020 |
AME
|
Flow Control : Capex Stress Likely After Oil Plunge
|
Flow Control/SMID |
N/A |
|
| 02.28.2020 |
CR
|
CR: Investor Day Takeaways, Coronavirus Pressure Unquantifiable
|
Flow Control/SMID |
Hold |
|
| 02.25.2020 |
AME
|
Flow Control/SMID: Chart of the Day - Coronavirus - Guidance Guideposts
|
Flow Control/SMID |
Buy |
|
| 02.21.2020 |
ITT
|
ITT: Plentiful Productivity Pipeline, Reiterate Buy
|
Flow Control/SMID |
Buy |
|
| 02.21.2020 |
ITT
|
ITT: Q4 Operational Beat, Base '20 Guide In Line w/ Coronavirus Below
|
Flow Control/SMID |
Buy |
|
| 02.18.2020 |
FLS
|
FLS: Q4 Order Stack Solid, 2020 EPS Guide Brackets Street
|
Flow Control/SMID |
Buy |
|
| 02.14.2020 |
SPXC
|
SPXC: 2020 Outlook Operationally Light Despite Resilient '19 Close
|
Flow Control/SMID |
Hold |
|
| 02.14.2020 |
PNR
|
PNR: Chart of the Day - POOL Check, Inventories Above Normal
|
Flow Control/SMID |
Hold |
|
| 02.11.2020 |
FLOW
|
FLOW: Stock Reaches Price Target; Upgrade to Hold from Sell
|
Flow Control/SMID |
Hold |
|
| 02.11.2020 |
FLOW
|
FLOW: Q4 Light, 2020 Guide Below Expectations Including Weak Q1
|
Flow Control/SMID |
Sell |
|
| 02.07.2020 |
XYL
|
XYL: 2020 Guide Not Fully De-Risked
|
Flow Control/SMID |
Hold |
|
| 02.06.2020 |
XYL
|
XYL: Q4 OP Miss, 2020 Guide Well Below Expectations
|
Flow Control/SMID |
Hold |
|
| 02.05.2020 |
AME
|
AME: Q4 OP Beat, Guide Brackets Street
|
Flow Control/SMID |
Buy |
|
| 01.30.2020 |
IEX
|
IEX: Grinding Sideways Near All-Time Highs
|
Flow Control/SMID |
Hold |
|
| 01.29.2020 |
IEX
|
IEX: Q4 OP Miss, 2020 Below Our Already Cautious View
|
Flow Control/SMID |
Hold |
|
| 01.29.2020 |
CR
|
CR: 2020 Crawl With Uphill H2 Climb; Maintain Hold
|
Flow Control/SMID |
Hold |
|
| 01.28.2020 |
PNR
|
PNR: Q4 Slightly Ahead, 2020 Operational Outlook Below Expectations
|
Flow Control/SMID |
Hold |
|
| 01.28.2020 |
CR
|
CR: Q4 EPS In Line, 2020 Guide Below Expectations
|
Flow Control/SMID |
Hold |
|
| 01.16.2020 |
AME
|
Flow Control: Q4 Preview - Bridges to 2020 Too Far?
|
Flow Control/SMID |
N/A |
|
| 01.08.2020 |
AME
|
Flow Control/SMID: 2020 Positioning - FLS to Buy, FLOW to Sell, SPXC to Hold
|
Flow Control/SMID |
N/A |
|
| 01.06.2020 |
MMM
|
EE/MI and Flow Control: Chart of the Day - Measuring Middle East Exposures
|
Flow Control/SMID |
Hold |
|
