| 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 |
|
| 02.14.2019 |
EMR
|
EMR: Multi-Year Outlook Solid On Internal and External Growth Drivers
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 02.14.2019 |
SU-FR
|
SU-FR: Schneider Posts Strong Finish to Year on Broad Strength
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 02.14.2019 |
WSO
|
WSO: Operational Miss, Sales Light Again vs. Industry
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 02.13.2019 |
ETN
|
EE/MI: Cleveland Day Trip - Cycle Still Moving Along
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 02.11.2019 |
GE
|
EE/MI: GE Loses Share, But Rallies to Maintain First Place in Turbines
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 02.11.2019 |
MMM
|
EE/MI: Chart of the Day - A Closer Look at MMM's Segments
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 02.11.2019 |
IR
|
IR: Going with the Flow, For Solid Accretion
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 02.11.2019 |
MMM
|
EE/MI: Q418 Wrap-Up: Solid Exit into a Brave New Year
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 02.08.2019 |
SWK
|
SWK: Offense Has Always Been Good, More Defense than You Think
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 02.07.2019 |
FTV
|
FTV: Q4 Beat - Q1 Looks Light, But 2019 Guide Basically In Line
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 02.05.2019 |
HUBB
|
HUBB: Raising the Bar, Now Execution in Key
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 02.05.2019 |
EMR
|
EMR: Automation Lining Up For Elongated Cycle
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 02.05.2019 |
AME
|
AME: Post Call Thoughts; New Cash Prism Neutral at Worst
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 02.05.2019 |
HUBB
|
HUBB: Q4 Beat-Restructuring Into High Gear
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 02.05.2019 |
AME
|
AME: Q4 Ahead; 2019 Guidance Moves to Cash EPS
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 02.05.2019 |
FLOW
|
FLOW: Q4 Operationally Light; EBITDA Guide Below Expectations
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 02.04.2019 |
MMM
|
EE/MI: Earnings Reads after the Barrage
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 02.01.2019 |
HON
|
HON: Solid 2019 Outlook Supported By Late Cycle Visibility
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 02.01.2019 |
ITW
|
ITW: Sluggish Q4 Drives More Cautious 2019 Growth View
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 02.01.2019 |
JCI
|
JCI: Modest Operational Beat
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 01.31.2019 |
PH
|
PH: Inexpensive, But Likely To Stay That Way. Downgrade to Hold
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 01.31.2019 |
NVT
|
NVT: Focus on Growth And Margins In 2019
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 01.31.2019 |
GE
|
GE: Downgrade to Hold-Uncertain Path Through 2019
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 01.31.2019 |
XYL
|
XYL: Strong Q4 Sales and Orders, OP Below Expectations
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 01.31.2019 |
NVT
|
NVT: Q4 Miss on Margins
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 01.31.2019 |
GE
|
GE: Power Ugly, But Better Cash Flow Should Win the Day
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 01.30.2019 |
IR
|
IR: Strong Execution, Robust Orders and Share Gains Will Drive 2019
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 01.30.2019 |
EMR
|
EMR: Automation Orders Point To Solid Earning Outlook
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 01.30.2019 |
SIE-DE
|
SIE-DE: FQ1 Light, Orders Robust. Power Bottoming?
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 01.30.2019 |
IR
|
IR: Q4 Basically In Line, Robust Orders Point to Solid 2019
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 01.29.2019 |
IEX
|
IEX: Q4 Operationally Light; Orders/Sales Decelerate
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 01.29.2019 |
DOV
|
DOV: Buy-2020 Arrives A Year Early
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 01.29.2019 |
PNR
|
PNR: Solid '18 Close; '19 Assumes Accelerating Flow/Filt. Growth
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 01.29.2019 |
DOV
|
DOV: Slight Q4 Miss, Big Upside Guide
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 01.29.2019 |
PNR
|
PNR: In Line Q4 and FY Guide
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 01.28.2019 |
CR
|
CR: 8% of Sales Masks an Otherwise Solid Q4
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 01.28.2019 |
IR
|
IR: Reads from Atlas and CCS
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 01.25.2019 |
GE
|
GE: Expedited WAB Deal Boosts Cash and Avoids Shutdown Delay
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 01.24.2019 |
MMM
|
EE/MI: Peer Earnings Tidbits Ahead of the Earnings Storm
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 01.23.2019 |
UTX
|
UTX: Solid Outlook, But Cash Constrained
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 01.23.2019 |
UTX
|
UTX: Q4 OP Beat, Minding Cash and Segments in 2019
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 01.22.2019 |
SWK
|
SWK: Hostage To Trade Amid Macro Uncertainty
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 01.17.2019 |
ABB
|
EE/MI: Q4 Distributor Survey - Price Strong, Volumes Steady
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 01.16.2019 |
JCI
|
EE/MI: AHR Expo Offers Generally Positive View for '19, Potential P/C Tailwinds
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 01.15.2019 |
AIR-FR
|
Vertical Research Partners Top Picks - VRP Top Picks for 2019
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 01.15.2019 |
HUBB
|
EE/MI: Q4 Preview - Storm Before the Calm
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 01.10.2019 |
ABB
|
ABB: Downgrade to Sell - Near Term Headwinds, EPS and Cash Flow Cuts
|
Electrical Equipment & Multi-Industry |
Sell |
|
| 01.09.2019 |
AYI
|
AYI: FQ1 EPS Beat; Volume and P/M Stabilize Further
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 01.07.2019 |
GE
|
GE: GECAS Exit Would Accelerate De-Risk of GECC
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 01.04.2019 |
AME
|
Flow Control: 2019 Outlook - Navigating an Oil Spill
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 01.02.2019 |
MMM
|
EE/MI: 2019 Outlook - Is it Cycle or Psychological?
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 12.20.2018 |
GE
|
EE/MI: Chart of the Day - Power Market Firms Up In USA
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 12.19.2018 |
MMM
|
MMM: Boosting Healthcare AI with M*Modal Deal
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 12.19.2018 |
GE
|
GE: Upgrade to Buy - Darkness before Dawn or Midnight?
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 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 |
|
