Deep Dives - Flow Control/SMID

Date Ticker Title Vertical Rating (at time of publication)
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
    06.03.2020 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
    05.15.2020 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

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