| 05.07.2021 |
SIE-DE
|
SIE-DE: FQ2 Beat, Automation Leads the Industry
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 05.06.2021 |
VNT
|
VNT: Solid Beat, Tools Have Torque
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 05.05.2021 |
TT
|
TT: Transport Ramping as Commercial Gains Traction
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 05.05.2021 |
EMR
|
EMR: FQ2 Beat, In the "Process" of Turning
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 05.05.2021 |
TT
|
TT: Big Q1 Beat-Resi and Transport Lead the Way
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 05.04.2021 |
ETN
|
ETN: Shifting Into Higher Gear
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 05.04.2021 |
DD
|
DD: Solid Q1, Delivering on Deliverables
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 05.04.2021 |
ETN
|
ETN: Q1 Beat and Raise - Electrical Has the Juice
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 05.03.2021 |
LII
|
EE/MI: Chart(s) of the Day - Q121 Organic Sales - Pair SWK vs LII
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 04.30.2021 |
JCI
|
JCI: Transformation Gaining Momentum
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 04.30.2021 |
ITW
|
ITW: Raising the Bar on Operational Execution
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 04.30.2021 |
JCI
|
JCI: Solid Beat and Raise - Shooting for $4 in 2023
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 04.29.2021 |
CARR
|
CARR: Robust Resi, Commercial Turn
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 04.29.2021 |
PH
|
PH: Solid FQ3, Continued Transformation
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 04.29.2021 |
NVT
|
NVT: Q121 Beat, FY21 Guide Raise
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 04.28.2021 |
IR
|
IR: Solid Beat, Modest Raise
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 04.28.2021 |
VRT
|
VRT: Robust Q1, Demand Broadening Out
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 04.28.2021 |
ROK
|
ROK: Solid FQ2 Beat, Inflecting to Growth
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 04.28.2021 |
SWK
|
SWK: Huge Q1 Beat, Full Steam Ahead
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 04.28.2021 |
KNEBV-FI
|
EE/MI: Quick Earnings Reads - KONE, ROK, SWK and VRT
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 04.27.2021 |
GE
|
GE: Grinding Along
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 04.27.2021 |
MMM
|
MMM: Q1 Beat, Cautious View On Outlook
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 04.27.2021 |
HUBB
|
HUBB: Q1 Bottom, Order Books Filling Up
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 04.27.2021 |
MMM
|
EE/MI: Quick Earnings Reads - ABB, GE, MMM, ROP, SU
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 04.26.2021 |
LII
|
LII: Resi Comps Now Too Hot to Handle
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 04.26.2021 |
OTIS
|
OTIS: Pivot to Growth
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 04.26.2021 |
LII
|
LII: Q1 Resi Blow-out
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 04.23.2021 |
HON
|
HON: Bumping Estimates, Late Cycle Lag
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 04.23.2021 |
HON
|
HON: Q1 Beat and Raise, End Market Cross Currents
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 04.22.2021 |
WSO
|
WSO: Strong Q1 Beat, Positive HVAC Reads
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 04.22.2021 |
ALLE
|
ALLE: Solid Q1, Cycle Bottoming
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 04.22.2021 |
WSO
|
WSO: Big Q1 Beat. HVAC Running Hot
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 04.22.2021 |
ALLE
|
ALLE: Q1 Beat on Resi, International
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 04.21.2021 |
ITW
|
ITW: Food for Thought on MIDD/WBT Deal
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 04.21.2021 |
MMM
|
EE/MI: Chart(s) of the Day - ABI Posts Highest Reading Since 2007
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 04.20.2021 |
DOV
|
DOV: 2022 Arrives a Year Early, DOV Continues to Arrive
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 04.20.2021 |
DOV
|
DOV: Crushes Q1. 2022 Estimates in Reach in 2021
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 04.16.2021 |
MMM
|
EE/MI: Chart of the Day - Residential Construction Still Running Hot
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 04.16.2021 |
ABB
|
EE/MI: Q1 Distributor Survey - Momentum Building
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 04.15.2021 |
SIE-DE
|
EE/MI: Seeking Semiconductor Sovereignty
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 04.13.2021 |
ABB
|
EE/MI: March 2021 ABC Survey - Contractors Remain Optimistic on the Outlook
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 04.13.2021 |
PH
|
PH: Vertical View - Diversified Industrial Segment
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 04.12.2021 |
IR
|
IR: Specialty Vehicle Sold, Power Tools & Lifting Next?
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 04.09.2021 |
JCI
|
JCI: Hot Data Center Deal at a Cool Price
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 04.06.2021 |
MMM
|
EE/MI: Q1 Preview: Out with the Reverse Square Root, In with the V
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 04.01.2021 |
EMR
|
EMR: Vertical View - Tools & Home Products Sub-Segment
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 03.31.2021 |
AYI
|
AYI: FQ2 Beat on Solid Gross Margin Performance
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 03.30.2021 |
OTIS
|
OTIS: ESG Focused Fireside Chat, Service Opportunities Ahead
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 03.29.2021 |
SWK
|
SWK: Electrification Play in Outdoor Power Equipment
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 03.25.2021 |
VRT
|
VRT: Fireside Chat Highlights Hot Market Opportunities
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 03.24.2021 |
PH
|
PH: Read-Through from Enerpac's FQ2
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 03.24.2021 |
MMM
|
EE/MI: Multi-Industry Valuation Monitor - March 2021
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 03.23.2021 |
EMR
|
EE/MI: Chart(s) of the Day - Resi Data Illustrates Hot Market
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 03.22.2021 |
MMM
|
EE/MI: Solving the Price/Cost Equation
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 03.19.2021 |
GE
|
GE: A Closer Look at Working Capital
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 03.18.2021 |
ITW
|
ITW: Constructive on Construction
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 03.16.2021 |
MMM
|
EE/MI: Slicing Segment Performance
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 03.12.2021 |
ETN
|
EE/MI: VRP Energy Efficiency Day Highlights Commercial Opportunities
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 03.10.2021 |
GE
|
GE: Cleaner Structure Provides Clear View of Leverage, Full Valuation
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 03.10.2021 |
GE
|
GE: Quick Thoughts on Outlook/Deal
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 03.09.2021 |
MMM
|
EE/MI: February 2021 ABC Survey - Projects Coming Back Faster Than Anticipated
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 03.08.2021 |
GE
|
GE: Thoughts on Potential GECAS-AER deal
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 03.08.2021 |
DD
|
DD: Double Deployment = Deal + Repo
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 03.08.2021 |
MMM
|
EE/MI: End Market Vital Signs
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 03.05.2021 |
HON
|
HON: Bright Future for Intelligrated Could Be Intensified by Dark Warehouses
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 03.03.2021 |
NVT
|
NVT: Recovery Coming into View
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 03.03.2021 |
MMM
|
EE/MI: Vertical View - Residential Construction
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 03.01.2021 |
ETN
|
ETN: Electrically Charged Growth
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 02.25.2021 |
ITW
|
ITW: Welding it All Together
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 02.24.2021 |
VRT
|
VRT: Secular Growth With Margin Upside
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 02.22.2021 |
IR
|
IR: Solid Q4 Beat, Guide Modestly Above Street
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 02.22.2021 |
MMM
|
EE/MI: Assessing Rising Rates and Inflation, Short Cycle Pivot
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 02.22.2021 |
PH
|
PH: Upgrade to Buy - Higher Lows and Higher Highs
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 02.17.2021 |
JCI
|
JCI: Cost Moves Put $3.00 in 2022 in Plain Sight, With Strong Cash Conversion
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 02.17.2021 |
ITW
|
ITW: Put to the Test and Measuring Up
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 02.16.2021 |
EMR
|
EMR: Driving to 2023 Targets on Margin Execution, New Growth Vectors
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 02.16.2021 |
ALLE
|
ALLE: Q4 Beat, Soft Organic Outlook
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 02.12.2021 |
MMM
|
EE/MI : Q4 Wrap - Results Set Stage for Better 2021
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 02.11.2021 |
VNT
|
VNT: Q4 and Guide Basically In Line
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 02.11.2021 |
WSO
|
WSO: Q4 Beat on Solid Revenues
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 02.11.2021 |
SU-FR
|
SU-FR: Solid Beat On Margin Execution
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 02.10.2021 |
GE
|
GE: Turbine Market Stabilizing At Lower Level
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 02.10.2021 |
ABB
|
EE/MI: January 2021 ABC Survey - Contractors Optimistic on H221, Seeing Commodity Inflation
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 02.09.2021 |
NVT
|
NVT: Q4 In Line, Tweaking 2021 Lower
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 02.09.2021 |
DD
|
DD: Q4 Beat, Leaner DuPont Positioned For Growth
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 02.09.2021 |
CARR
|
CARR: Q4 Growing Pains, Future Still Looks Solid
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 02.05.2021 |
TT
|
TT: Continued Execution, M&A Activity Picking Up
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 02.05.2021 |
ITW
|
ITW: Model Proven in 2020, Playing Offense in 2021
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 02.05.2021 |
ALLE
|
EE/MI: Chart of the Day - ASSA Q4 Read-through to ALLE
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 02.05.2021 |
TT
|
TT: Solid Beat and Guide, Cycle Turn
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 02.04.2021 |
FTV
|
FTV: Q4 Beat, Solid Guide
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 02.04.2021 |
NVT
|
EE/MI: Chart of the Day - THR Reads to NVT Thermal
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 02.04.2021 |
PH
|
PH: Big Beat & Raise, Industrial Orders Positive
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 02.04.2021 |
ABB
|
ABB: Q4 Basically In line, Muted Outlook
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 02.03.2021 |
SIE-DE
|
SIE-DE: Big FQ1 Beat - Growth and Margins Standout
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 02.02.2021 |
EMR
|
EMR: Solid Execution, Passing the Baton
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 02.02.2021 |
HUBB
|
HUBB: Outlook Firming, Bolt-ons Moving the Needle
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 02.02.2021 |
ETN
|
ETN: Cyclical Recovery and Portfolio Transformation
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 02.02.2021 |
LII
|
LII: Q4 Beat, Resi Strong, Commercial Backlogs Firming
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 02.02.2021 |
EMR
|
EMR: FQ1 Beat and Raise on Firming Top Line and Margins
|
Electrical Equipment & Multi-Industry |
Hold |
|
