| 08.04.2021 |
TT
|
TT: Supply Constraints Truncate 2021 Upside, Push to 2022
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 08.04.2021 |
EMR
|
EMR: Solid FQ3 - Putting Options on the Table
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 08.04.2021 |
EMR
|
EMR: Beat and Raise as Projects Gain Traction
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 08.03.2021 |
IR
|
IR: Buyback Plus Deals as KKR Exits
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 08.03.2021 |
NVT
|
NVT: Solid Price Execution Underpins Beat and Raise
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 08.03.2021 |
AME
|
AME: Solid Q2 and Outlook on Broadening Recovery
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 08.03.2021 |
ETN
|
ETN: Q2 Beat and Raise, Cyclical and Secular Tailwinds
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 08.03.2021 |
DD
|
DD: Solid Beat and Raise, Lagging FCF
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 08.03.2021 |
AME
|
EE/MI: Quick Earnings Reads - AME, DD, ETN and NVT
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 08.02.2021 |
MMM
|
EE/MI: Chart of the Day - Q221 Organic Sales Scorecard
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 08.02.2021 |
PH
|
PH: Fine Tuning MGGT Deal Math
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 08.02.2021 |
PH
|
PH: Deal to Acquire Meggitt. Doubles Aerospace Business
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 07.30.2021 |
ITW
|
ITW: Q2 Basically In Line, Demand Surge Drives Backlog Growth
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 07.30.2021 |
JCI
|
JCI: Advancing the Ball
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 07.30.2021 |
SU-FR
|
SU-FR: Solid Beat Driven By Electrical
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 07.30.2021 |
FTV
|
FTV: Q2 Beat - Strong Incrementals, Positive Price/Cost
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 07.29.2021 |
IR
|
IR: Q2 Beat, Solid Price Execution and Healthy M&A Funnel
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 07.29.2021 |
CARR
|
CARR: Solid Execution and Portfolio Action
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 07.28.2021 |
IR
|
IR: Modest Beat and Raise, Robust Orders & Deal Pipeline
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 07.28.2021 |
VRT
|
VRT: Robust Demand and Lagging Price Sets Up 2022
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 07.28.2021 |
IEX
|
IEX: Miss and Raise on Robust Orders
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 07.27.2021 |
GE
|
GE: Q2 Adjusted Cash Beat, Out Years Still In the Zone
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 07.27.2021 |
SWK
|
SWK: Solid Beat and Raise, MTD Gets Trimmed
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 07.27.2021 |
HUBB
|
HUBB: Robust Revenue Recovery, Utility OP Miss on Price/Cost
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 07.27.2021 |
GE
|
EE/MI: Quick Earnings Reads - GE, MMM, ROK, SWK
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 07.26.2021 |
LII
|
LII: Replacement Displacement - Sell
|
Electrical Equipment & Multi-Industry |
Sell |
|
| 07.26.2021 |
OTIS
|
OTIS: 2024 Bull Case Morphing to Base Case
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 07.26.2021 |
LII
|
LII: Q2 Beat, H2 Comps Loom
|
Electrical Equipment & Multi-Industry |
Sell |
|
| 07.23.2021 |
HON
|
HON: Q2 Beat, Late Cycle Drivers Lining Up
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 07.23.2021 |
ROP
|
ROP: Modest Beat and Raise
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 07.22.2021 |
WSO
|
WSO: Strong Q2 Beat, Mind Tough Resi Comps Ahead
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 07.22.2021 |
ABB
|
ABB: Modest OP Beat, Broadening Recovery
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 07.22.2021 |
ALLE
|
ALLE: Miss Versus VRP, In Line With Street
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 07.21.2021 |
MMM
|
EE/MI: Chart of the Day - June ABI Reads Positive to Non-Resi
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 07.20.2021 |
DOV
|
DOV: Q2 Beat: Another Step toward Compounder Graduation
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 07.20.2021 |
DOV
|
DOV: Solid Beat and Raise - Backlogs Up
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 07.19.2021 |
ALLE
|
ALLE: Chart of the Day - ASSA Americas Reads Positive to ALLE Americas
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 07.19.2021 |
VNT
|
VNT: Positive Preannouncement, Acquires DRB Systems
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 07.19.2021 |
IR
|
IR: Deal Target?-Going for the FLOW
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 07.15.2021 |
ABB
|
EE/MI: Q2 Distributor Survey - Solid Snapback with Pricing Power
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 07.14.2021 |
MMM
|
EE/MI: June 2021 ABC Survey - Contractors "Constructive" On H221
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 07.14.2021 |
LII
|
LII: Guide Raise, CEO Retirement Suggests Sale Unlikely
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 07.12.2021 |
FTV
|
FTV: Software Deal, Q2 Upside
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 07.09.2021 |
CARR
|
EE/MI: Chart of the Day - Resi HVAC - Robust, But Plateauing?
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 07.08.2021 |
MMM
|
EE/MI: Q2 Preview - The Beats Go On
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 07.01.2021 |
AYI
|
AYI: Takeaways from FQ321 Earnings/2021 Investor Day
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 07.01.2021 |
AYI
|
AYI: Gross Margins Continue to Improve, Investor Day at 9AM
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 07.01.2021 |
IR
|
IR: Vertical View - Industrial Technologies and Services Segment
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 06.30.2021 |
MMM
|
EE/MI: Don't Fear the Taper
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 06.29.2021 |
PH
|
PH: Read-Through from Enerpac's FQ3
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 06.25.2021 |
ROK
|
ROK: Software Flex with Plex
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 06.24.2021 |
SIE-DE
|
SIE-DE: Raising the Bar on Performance Metrics
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 06.24.2021 |
OTIS
|
OTIS/KNEBV-FI: Examining the Value Gap
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 06.23.2021 |
GE
|
GE: Aviation at VRP Virtual Paris Airshow
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 06.22.2021 |
ETN
|
EE/MI: Chart of the Day - Deeper Dive Into T&D
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 06.21.2021 |
IR
|
IR: Seepex Acquisition Strengthens Precision & Science Portfolio
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 06.21.2021 |
MMM
|
EE/MI : F/X Update - Looking for a Translation
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 06.17.2021 |
IR
|
IR: Upgrade to Buy - Balance Sheet Could Air it Out
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 06.16.2021 |
SWK
|
SWK: Conquering the Comps
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 06.15.2021 |
MMM
|
EE/MI : May 2021 ABC Survey - Contractor Optimism Continues
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 06.14.2021 |
JCI
|
EE/MI: Chart(s) of the Day - April AHRI and HARDI Data Strong, Mind Seasonally Weak Q3 in HVAC
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 06.11.2021 |
FTV
|
FTV: Vertical View - Intelligent Operating Solutions Segment
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 06.10.2021 |
ETN
|
EE/MI - Utilities & Power: Vertical View - T&D Outlook Still Robust
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 06.08.2021 |
HON
|
HON: A Quantum Step toward Monetization
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 06.08.2021 |
ETN
|
EE/MI: Data Center REIT Capital Spending and Strategic Action
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 06.04.2021 |
MMM
|
EE/MI: Chart of the Day - Revision Review Highlights GE Erosion
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 06.03.2021 |
OTIS
|
OTIS: Late Cycle Self-Help Play - $5 FCF in 2024?
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 06.02.2021 |
PH
|
EE/MI: Chart of the Day - DCI Filtration Read-Through to PH
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 06.02.2021 |
MMM
|
EE/MI: Multi-Industry Valuation Monitor - June 2021
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 06.01.2021 |
LII
|
LII: Downgrade to Sell - Resi Comps Too Hot to Handle
|
Electrical Equipment & Multi-Industry |
Sell |
|
| 05.26.2021 |
MMM
|
EE/MI: Chart of the Day - Non-Resi Green Shoots
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 05.25.2021 |
CARR
|
CARR: Chubb on the Bubble
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 05.24.2021 |
MMM
|
EE/MI: Vertical View - 5G, DC, and Edge Chartbook
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 05.19.2021 |
FTV
|
FTV: Meeting Highlights - Compounding Business Profile
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 05.19.2021 |
MMM
|
MMM: Vertical View - Transportation and Electronics Segment
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 05.18.2021 |
MMM
|
EE/MI & Flow Control: Vertical View - M&A Deep Dive
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 05.13.2021 |
SWK
|
SWK: Feeding the Growth Machine
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 05.12.2021 |
GE
|
GE: Weak Q1 Turbine Orders and Utilization
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 05.11.2021 |
MMM
|
EE/MI: April 2021 ABC Survey - Outlook Remains Positive
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 05.11.2021 |
MMM
|
EE/MI: Q1 Wrap: What a Difference a Year Makes
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 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 |
|
