| 05.26.2023 |
FTV
|
FTV: Going with the Work Flow For Compounding Growth
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 05.25.2023 |
MMM
|
EE/MI: Vertical View - EV Demand Drivers for Industrials
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 05.24.2023 |
MMM
|
EE/MI: Chart of the Day - April ABI: Non-Resi Chugging Along as Resi Finds New Lows
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 05.24.2023 |
PH
|
PH: Initial 2024 Bridge, Possible FQ4 Order Surprise
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 05.23.2023 |
FTV
|
FTV: Vertical View: Advanced Healthcare Solutions
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 05.19.2023 |
ITW
|
ITW: 30 by 30
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 05.17.2023 |
SIE-DE
|
SIE-DE: Calling an Industrial Super Cycle
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 05.17.2023 |
MMM
|
EE/MI: April 2023 ABC Survey - Continued Expansion, Staffing Accelerates
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 05.16.2023 |
GE
|
GE: Shares Relatively Steady in Strong Q1 For Turbine Orders
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 05.16.2023 |
MMM
|
EE/MI: Q2 VRP Reshoring Tracker
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 05.12.2023 |
FTV
|
FTV: NYC Meeting with Management
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 05.12.2023 |
HON
|
HON: Hitting the Accelerator
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 05.11.2023 |
ETN
|
EE/MI: Sunny in Cleveland - ETN & PH Visits
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 05.09.2023 |
MMM
|
EE/MI: Q1 Wrap - Chugging Along
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 05.05.2023 |
JCI
|
JCI: Strategic and Operational Inflection
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 05.05.2023 |
VNT
|
VNT: Top Line Drives Q1 Beat
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 05.05.2023 |
PH
|
PH: Onward and Upward
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 05.05.2023 |
SWK
|
SWK: Fighting Through The Excess Inventory
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 05.05.2023 |
JCI
|
JCI: Segment Beat - Sector Leading Organic Growth
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 05.04.2023 |
IR
|
IR: Raising Estimates, Broad Strength
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 05.04.2023 |
DD
|
DD: Cutting Numbers, Electronics Correction Drags On
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 05.04.2023 |
IR
|
IR: Big Beat, Compressors Humming
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 05.04.2023 |
ETN
|
ETN: Electrical Continues to Power Ahead
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 05.04.2023 |
ALLE
|
ALLE: Charting the Long-Term Playbook
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 05.04.2023 |
TT
|
TT: Beat and Bump, Backlogs Bulge
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 05.04.2023 |
TT
|
TT: Solid Q1, Maintaining Estimates
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 05.04.2023 |
ITW
|
ITW: Solid Execution, Stable Earnings Outlook
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 05.04.2023 |
EMR
|
EMR: Bumping Numbers, Solid Core Execution
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 05.02.2023 |
MMM
|
EE/MI: Q123 Half Time Highlights
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 05.02.2023 |
AME
|
AME: Beat and Bump
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 04.28.2023 |
NVT
|
NVT: Solid Results, Supply Chain Normalization
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 04.28.2023 |
MMM
|
EE/MI: Chart of the Day - March Dodge Starts Point to Non-Resi Resiliency
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 04.27.2023 |
LII
|
LII: Operational Turnaround Gaining Steam
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 04.27.2023 |
ROK
|
ROK: Easing Supply Issues Uncork Upside
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 04.27.2023 |
IR
|
IR: Chart of the Day - Atlas Copco Results Suggest Big Upside to Estimates
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 04.27.2023 |
ROK
|
ROK: Big Beat and Raise - Supply Chain Easing
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 04.27.2023 |
SU-FR
|
SU-FR: Broad-Based Growth, Energy Leads
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 04.26.2023 |
VRT
|
VRT: Beat and Raise - What a Difference a Year Makes
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 04.26.2023 |
IEX
|
IEX: Beat and Lower on Healthcare Inventory Correction
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 04.26.2023 |
ALLE
|
ALLE: Unlocking The Margin Upside
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 04.26.2023 |
DOV
|
DOV: Steady Normalization - I Can't Drive 55
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 04.26.2023 |
FTV
|
FTV: Modest Beat & Raise, Two out of Three Aint Bad
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 04.26.2023 |
ALLE
|
EE/MI: Quick Earnings Reads - ALLE, DOV, KNEBV-FI, OTIS, VRT
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 04.25.2023 |
CARR
|
CARR: Earnings Beat, Portfolio Transformation
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 04.25.2023 |
GE
|
GE: Aero Humming, Margin Mix May Have Maxed
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 04.25.2023 |
HUBB
|
HUBB: Utility Continues to Power Results
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 04.25.2023 |
MMM
|
MMM: Q1 Beat, More Restructuring. Guide Maintained
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 04.25.2023 |
ABB
|
ABB: Solid Q1 Beat, Bumps Outlook
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 04.24.2023 |
CARR
|
CARR: Speculation on Potential Viessmann Deal
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 04.20.2023 |
WSO
|
WSO: Bumping Estimates, Hints of a Downturn
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 04.20.2023 |
WSO
|
WSO: EPS Beat, Sales Miss, Eye on Inventory
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 04.20.2023 |
KNEBV-FI
|
EE/MI: OTIS and KONE Reads From Schindler
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 04.19.2023 |
MMM
|
EE/MI: Chart of the Day - March Headline ABI Rises Above 50
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 04.19.2023 |
MMM
|
EE/MI: Non-Residential Construction Chartbook
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 04.19.2023 |
NVT
|
NVT: Upside Surprise - Survey Said...
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 04.18.2023 |
MMM
|
EE/MI: Chart of the Day - JNJ Read to MMM
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 04.17.2023 |
ABB
|
EE/MI: Q1 Distributor Survey - Steady Sailing Despite Cross Currents
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 04.12.2023 |
EMR
|
EMR: NATI Deal Done, Major Portfolio Remodel Likely Complete
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 04.11.2023 |
CARR
|
CARR: Speculation on F&S Spin, Value Scenarios
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 04.11.2023 |
MMM
|
EE/MI: March 2023 ABC Survey - Non-Resi Resiliency
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 04.10.2023 |
MMM
|
EE/MI: Q1 Preview - Shoe Has Yet to Drop
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 04.05.2023 |
CARR
|
EE/MI: Reefer Refresh into Q1 HVAC Earnings
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 04.04.2023 |
SWK
|
EE/MI: Chart of the Day - Tracking Tool Trends
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 04.04.2023 |
AYI
|
AYI: Solid FQ2, Cracks in Project Momentum
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 04.03.2023 |
NVT
|
NVT: ECM Deal Charges Electrification Offering
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 04.03.2023 |
CARR
|
EE/MI: Resi HVAC Review and Look Ahead to 2025 Refrigerant Transition
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 03.29.2023 |
MMM
|
EE/MI: Business Mix Chartbook Update
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 03.27.2023 |
FTV
|
FTV: Upgrade to Buy - Precision Technologies Segment Dive
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 03.23.2023 |
VNT
|
VNT: Melting the "ICE" With Portfolio Evolution
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 03.23.2023 |
MMM
|
EE/MI: Reshoring Revisited
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 03.22.2023 |
PH
|
PH: Read-Through from Enerpac's FQ2
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 03.22.2023 |
MMM
|
EE/MI: Chart of the Day - February ABI Down M/M, New Projects Robust
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 03.22.2023 |
JCI
|
JCI: Vertical View - Global Products Segment
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 03.17.2023 |
MMM
|
EE/MI: Geographic Roundup
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 03.16.2023 |
MMM
|
EE/MI: Chart of the Day - Muscle Memory On Full Display
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 03.16.2023 |
PH
|
PH: Vertical View - Industrial
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 03.14.2023 |
HON
|
HON: Quick Thoughts on CEO Transition
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 03.14.2023 |
MMM
|
EE/MI: February 2023 ABC Survey - Continued Confidence, Backlogs Still Rising
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 03.13.2023 |
MMM
|
EE/MI: Chart of the Day - Leverage
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 03.09.2023 |
GE
|
GE: Setting the Course For Final Separation
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 03.08.2023 |
DOV
|
DOV: Meeting Makes The Compounder Case
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 03.07.2023 |
NVT
|
NVT: Plugged Into Electrical Trends
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 03.07.2023 |
ETN
|
ETN: Meeting Highlights - 100 Years Young
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 03.02.2023 |
SWK
|
EE/MI: Chart(s) of the Day - 2022 Power Tools Scorecard
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 03.02.2023 |
KNEBV-FI
|
EE/MI: Q4 Elevator Wrap
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 03.01.2023 |
MMM
|
EE/MI: Vertical View: Semiconductors
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 02.28.2023 |
DOV
|
DOV: Vertical View - Clean Energy & Fueling Segment
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 02.27.2023 |
MMM
|
EE/MI: Q4 Wrap - Secular Still Besting the Cyclical
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 02.23.2023 |
MMM
|
EE/MI: Chart of the Day - January Headline ABI Still Down, New Projects Up
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 02.22.2023 |
VRT
|
VRT: Bumping Estimates, FCF in Focus for 2023
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 02.22.2023 |
ALLE
|
ALLE: 2 Points Do Make a Trend
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 02.22.2023 |
VRT
|
VRT: Modest Miss, Balance Sheet and FCF In Focus
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 02.22.2023 |
ALLE
|
ALLE: International Drives Beat, New Guide Framework
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 02.21.2023 |
IR
|
IR: Solid Execution, Upside Levers - Buffalo Pays the Bills
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 02.16.2023 |
VNT
|
VNT: Bumping Estimates, Firm EMV Bottom in 2023
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 02.16.2023 |
SU-FR
|
SU-FR: Robust Sales Momentum into 2023
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 02.16.2023 |
WSO
|
WSO: Modest Operational Miss, Inventories in Focus
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 02.16.2023 |
VNT
|
VNT: Modest Beat, EMV Sunset in 2023
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 02.14.2023 |
MMM
|
EE/MI: January 2023 ABC Survey - Continued Confidence, Backlogs Still Elevated
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 02.14.2023 |
HON
|
HON: Vertical View - SPS Segment
|
Electrical Equipment & Multi-Industry |
Buy |
|
