| 06.26.2019 |
UTX
|
UTX: Early Look as Otis Preps for Solo Ride
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 06.26.2019 |
SU-FR
|
SU-FR: CMD Focuses on Strategic Execution and Software Initiatives
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 06.25.2019 |
MMM
|
EE/MI: Can Late Cycle Rate Cuts Rescue Industrials?
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 06.20.2019 |
ETN
|
ETN: Break-Up Could Charge the Stock
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 06.19.2019 |
DD
|
DD: Not Your Daddy's DuPont
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 06.13.2019 |
UTX
|
UTX: Upgrade to Buy - The Beatings Will Continue Until Morale Improves
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 06.12.2019 |
AME
|
Flow Control: Half Time Update with Downside Considerations
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 06.10.2019 |
UTX
|
UTX: Post-Merger Call Thoughts
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 06.09.2019 |
UTX
|
UTX: The Urge to Merge With Raytheon
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 06.09.2019 |
UTX
|
UTX: Quick Thoughts on RTN Speculation
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 06.06.2019 |
FTV
|
FTV: Software Deal Will Require Some Intelexecution
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 06.05.2019 |
CAT
|
EE/MI and Machinery: Chicago Field Trip: ITW, DOV, IEX, CAT, CNHI, Komatsu
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 06.03.2019 |
HON
|
EE/MI: HON & ITW CEO Road Trips
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 05.31.2019 |
AYI
|
EE/MI: Chart of the Day - Mexican Manufacturing In Focus Following New Tariff
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 05.30.2019 |
MMM
|
EE/MI: Risk-Off Playbook
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 05.30.2019 |
MMM
|
EE/MI: Chart of the Day - Semicon: Rare Earth Ban by China Threatens Already Weak Market
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 05.30.2019 |
AYI
|
EE/MI: Chart of the Day - T&D: Distributing the Growth
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 05.28.2019 |
ETN
|
EE/MI: FERC Filings Show Continued Utility Distribution Growth
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 05.23.2019 |
AYI
|
EE/MI: Illuminations from LIGHTFAIR 2019
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 05.22.2019 |
NVT
|
EE/MI: EPG Wrap: Waiting for Another Turn of the Cards
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 05.21.2019 |
ITW
|
EE/MI: EPG Day 2: Portfolio Optimization and Optionality
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 05.21.2019 |
CR
|
CR: Going Hostile on CIR in Bold Bid; Attractive Returns/Accretion
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 05.20.2019 |
FTV
|
EE/MI: EPG Day 1: Steady Sailing in April
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 05.17.2019 |
FTV
|
FTV: Driving Business Model Changes
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 05.17.2019 |
SWK
|
SWK: Innovation and Transformation to Control its Own Destiny
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 05.15.2019 |
AME
|
Flow Control: Post Q1 Playbook; Introducing Group Portfolio Chartbook
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 05.15.2019 |
HON
|
HON: Methodically Raising the Bar
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 05.15.2019 |
GE
|
EE/MI: Q1 Turbine Orders Bounce, Shares Relatively Stable
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 05.13.2019 |
SIE-DE
|
SIE-DE: 2020+ Adds Focus to SOTP Value
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 05.13.2019 |
MMM
|
EE/MI : Q119 Wrap-Up: Trade War Heats Up, Flurry of Deal Making
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 05.03.2019 |
ITT
|
ITT: Beat and Raise; IP, CCT Lead with MT Resilient
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 05.03.2019 |
SPXC
|
SPXC: Q1 Basically In Line, FY Guide Affirmed, Q2 Guide Light
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 05.02.2019 |
XYL
|
XYL: Growth Truncated by Margin Decline; H2 Still a Steep Climb
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 05.02.2019 |
PH
|
PH: Our 2020 Vision Says Core Numbers Are 50c Too High
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 05.02.2019 |
AME
|
AME: Removed from "Top Pick" List. Maintain Buy
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 05.02.2019 |
MMM
|
MMM: Acelity Expands HC, Pressures Returns
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 05.02.2019 |
PH
|
PH: FQ3 NA OP Miss. Orders Weak, Q4 Cut
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 05.01.2019 |
JCI
|
JCI: Making Traction, Raising Estimates For Redeployment
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 05.01.2019 |
AME
|
AME: Q1 OP Ahead, Guide Nudged Higher for Beat
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 05.01.2019 |
JCI
|
JCI: Slight FQ2 OP Beat, Cash Light. $4B Dutch Tender
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 04.30.2019 |
GE
|
GE: Q1 Beat, More Heavy Lifting Ahead
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 04.30.2019 |
IR
|
IR: Q1 Beat-Value Unlocking RMT with GDI
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 04.30.2019 |
ETN
|
ETN: Higher Multiple Segments Lead Q1. FCF Robust
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 04.30.2019 |
ETN
|
EE/MI : Quick Earnings Reads - ETN, GE and IR
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 04.30.2019 |
CR
|
CR: Q1 Profit Upside; Unchanged Guide Gives the Year More Cushion
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 04.29.2019 |
PH
|
PH: Praising LORD to Justify Multiple
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 04.29.2019 |
IR
|
IR: Possible Industrial RMT with GDI. Closer Look
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 04.29.2019 |
IEX
|
IEX: Investors Shrug Off In Line Q1; Cycle Analysis Tells Us Why
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 04.26.2019 |
MMM
|
EE/MI: Chart of the Day - Organic Growth Scorecard
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 04.25.2019 |
FTV
|
FTV: Q1 Operating Miss, Guide Bump On ASP Deal
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 04.25.2019 |
NVT
|
NVT: Q1 In Line, Volumes Sluggish
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 04.25.2019 |
ITW
|
ITW: Q1 Basically In Line, Slow Economic Slog
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 04.25.2019 |
MMM
|
MMM: Massive Minnesota Meltdown
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 04.25.2019 |
MMM
|
EE/MI: Chart of the Day - HON vs MMM Organic Growth
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 04.25.2019 |
ALLE
|
EE/MI: Quick Earnings Reads - ALLE, MMM, NVT, ROK, ROP
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 04.24.2019 |
SWK
|
SWK: Back on Track With Solid Q1
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 04.24.2019 |
SWK
|
SWK: Q1 Beat, Year Outlook Now More Visible
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 04.23.2019 |
UTX
|
UTX: Raising Estimates, Spins Tracking to H1 2020 Separation
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 04.23.2019 |
WSO
|
WSO: Q1 Operational Miss on Flat Sales Growth
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 04.23.2019 |
UTX
|
UTX: Q1 Beat Driven By Aero, Commercial Lags
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 04.23.2019 |
AME
|
Flow Control : Staying in the Flow (Earnings) including Water Backdrop
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 04.23.2019 |
LII
|
LII: Downgrade to Sell-Valuation Stretched, Consolidation Looks Unlikely Near Term
|
Electrical Equipment & Multi-Industry |
Sell |
|
| 04.22.2019 |
LII
|
LII: Q1 Resi Beat, Sloppy Commercial and Refrigeration
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 04.18.2019 |
DOV
|
DOV: Solid Start to 2019, Bumping Numbers
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 04.18.2019 |
HON
|
HON: Strong Q1 Highlights Internal and External Momentum
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 04.18.2019 |
SU-FR
|
SU-FR: Read to ETN, NVT, HUBB - Q1 Strong in Electrical/Building Channel
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 04.18.2019 |
DOV
|
DOV: Solid Top Line Driven Beat
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 04.17.2019 |
PNR
|
PNR: Cloudier Waters, Growth Challenges Broader than Expected in Q1
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 04.17.2019 |
ABB
|
ABB: Leadership Change Pending, Same Subpar Performance
|
Electrical Equipment & Multi-Industry |
Sell |
|
| 04.17.2019 |
PNR
|
PNR: Q1 Takes - Filtration Weak, Q2 Below Street Implying H2 Acceleration
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 04.16.2019 |
MMM
|
EE/MI: Chart(s) of the Day - Education Bond Issuance Surging, Driving Facility Upgrades
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 04.16.2019 |
SWK
|
SWK: Removed from "Top Picks" List. Maintain Buy
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 04.15.2019 |
MMM
|
EE/MI: Q1 Pre-Season Playbook & Read-Throughs
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 04.09.2019 |
PNR
|
PNR: Cloudy Waters, Missing Q1 and Cutting 2019
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 04.09.2019 |
ABB
|
EE/MI: Q1 Distributor Survey - Slowing But Nicely Growing
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 04.03.2019 |
EMR
|
EE/MI: Chart(s) of the Day - EMR Long, FLS Short; Pair Idea in 4 Charts
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 04.03.2019 |
AYI
|
AYI: FQ2 Beat on Cost Control
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 04.01.2019 |
AME
|
Flow Control : Takeaways from Texas - FLS, MRC; LNG Outlook
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 03.29.2019 |
MMM
|
EE/MI and Flow Control: Q1 Earnings Preview - Back to the Future
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 03.26.2019 |
IR
|
EE/MI: HVAC Regulatory & Resi Replacement Cycle Deep Dive
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 03.14.2019 |
GE
|
GE: Grinding it Out, But Stock Rich on 2021 View
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 03.14.2019 |
GE
|
GE: Quick Read - Mind the Cash
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 03.13.2019 |
ALLE
|
ALLE: Driving Innovation to Drive Growth and Margins
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 03.12.2019 |
ROK
|
EE/MI: Automation Growth Continues Led By Process
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 03.07.2019 |
GE
|
GE: Insurance - Only Time Will Tell
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 03.06.2019 |
ABB
|
EE/MI: T&D Spending Elevated, Growth Pushes to the Right
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 03.06.2019 |
GE
|
GE: "Band-Aid" Ripped Off, but Wound Too Deep to Buy the Stock
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 03.06.2019 |
SPXC
|
SPXC: Organization Muscle Around M&A, Op Excellence Flexed at Investor Day
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 03.04.2019 |
GE
|
GE: GECC Cash Needs Limit Industrial Deleverage
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 03.04.2019 |
AYI
|
EE/MI: AYI-ETN Lighting Could Be Attractive Acquisition
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 03.04.2019 |
ETN
|
ETN: Upgrade to Buy - Cash Flow Machine
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 03.01.2019 |
CR
|
CR: Investor Day Spotlights Innovation
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 02.28.2019 |
ABB
|
ABB: Q4 In Line, Cash Flow Concerns Cloud the Outlook
|
Electrical Equipment & Multi-Industry |
Sell |
|
| 02.28.2019 |
NVT
|
NVT: Thermal Outlook Warming Up
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 02.26.2019 |
SWK
|
EE/MI: HD Remodeling Read a Positive for SWK
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 02.26.2019 |
AME
|
Flow Control: Oil Spigot Back Open but Less Room for Operator Error
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 02.25.2019 |
GE
|
GE: Selling BioPharma to DHR; Smart Transaction at Rich Valuation
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 02.22.2019 |
ITT
|
ITT: Q4 Basically In Line Operationally, Guide Brackets Consensus
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 02.21.2019 |
FLS
|
FLS: Q4 Operationally In Line Although Sales Decline, Guide Misses
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 02.19.2019 |
ALLE
|
ALLE: Q4 Operating Miss on Margins, Guide Light
|
Electrical Equipment & Multi-Industry |
Hold |
|
