| 08.20.2019 |
SWK
|
EE/MI: Chart(s) of the Day: HD Constructive on US Consumer, Supportive Read for SWK
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 08.15.2019 |
GE
|
GE: Sustainable Actual Cash Flow Remains Our Concern
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 08.14.2019 |
UTX
|
EE/MI: Chart(s) of the Day - E&E Round Up, Otis Margins Bottoming
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 08.12.2019 |
ABB
|
ABB: CEO Change Will Put Spotlight on Internal Opportunities
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 08.12.2019 |
GE
|
EE/MI: H1 Gas Turbine Orders Show Signs of Stabilization, But Long Road Ahead
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 08.08.2019 |
ROP
|
ROP: Insurance SaaS Firm iPipeline, Pops out the Deal Pipeline
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 08.08.2019 |
MMM
|
EE/MI: Q219 Wrap-Up - CapX Sag Likely Coming
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 08.06.2019 |
EMR
|
EMR: Trade Fight Clouds Outlook, Trimming Estimates
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 08.06.2019 |
EMR
|
EMR: Consolidated OP In Line, Macro Pressures, Early 2020 Thoughts
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 08.06.2019 |
FLOW
|
FLOW: Q2 Core Segment Miss, '19 OP Guide Modestly Below
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 08.02.2019 |
MMM
|
EE/MI: Chart(s) of the Day - Q219 Organic Growth Scorecard
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 08.02.2019 |
ITT
|
ITT: Q2 OP Beat and Raise. Brake Pads at Full Throttle
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 08.02.2019 |
SPXC
|
SPXC: Q2 Profit Better, Guide Bumped Up
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 08.02.2019 |
SIE-DE
|
SIE-DE: Operating Miss on Margins
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 08.01.2019 |
PH
|
PH: Growth Turns Negative as Trade Tensions Rise
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 08.01.2019 |
NVT
|
NVT: Miss and Lower. Guide Still Has Risk. Downgrade to Hold
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 08.01.2019 |
DD
|
DD: Solid Q2 Performance; Maintain Hold
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 08.01.2019 |
XYL
|
XYL: Miss and Lower on Margins, FCF Softens
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 08.01.2019 |
DD
|
EE/MI: Quick Earnings Reads - DD, NVT, PH and SIE-DE
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 07.31.2019 |
GE
|
GE: Mixed Q2, But FCF Tracking Better
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 07.31.2019 |
JCI
|
JCI: Tweaking 2020 Lower on Margins/Repo
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 07.31.2019 |
JCI
|
JCI: FQ3 Headline Beat, Solid Orders, Segments Slightly Light
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 07.31.2019 |
GE
|
GE: Industrial Segment Miss, FCF Guided Higher
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 07.30.2019 |
ETN
|
ETN: Solid Margin and Cash Execution
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 07.30.2019 |
HUBB
|
HUBB: Solid Q2, Restructuring Gaining Traction
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 07.30.2019 |
IR
|
IR: Solid Q2, Continued HVAC Outperformance
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 07.30.2019 |
AME
|
AME: Margins Carry Q2, Guide Nudged Up
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 07.30.2019 |
HUBB
|
HUBB: Q2 Beat Driven By Power, FCF Tweaked Higher
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 07.30.2019 |
IR
|
IR: Headlined Beat, Orders Resilient
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 07.30.2019 |
ETN
|
ETN: Q2 Beat, Midpoint Guide Maintained.
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 07.29.2019 |
AYI
|
EE/MI: Cyclical Synopsis - What Does a Non-Recession Slowdown Look Like?
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 07.29.2019 |
EMR
|
EMR: FQ3 Is Actually Roughly In Line At Consolidated OP
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 07.29.2019 |
PH
|
PH: Flying High On Deal Making
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 07.26.2019 |
ITW
|
ITW: Lower Outlook, Solid Internal Execution
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 07.26.2019 |
ITW
|
ITW: Q2 Miss and Lower, Organic Declines
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 07.26.2019 |
FTV
|
FTV: PI Top Line Stalls, Guide Down
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 07.25.2019 |
IEX
|
IEX: Q2 Segments Light, Orders Fall Flat
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 07.25.2019 |
ABB
|
ABB: Q2 Basically In Line, Upgrade to Hold
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 07.25.2019 |
MMM
|
MMM: Q2 Beat, Cloudy H2
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 07.25.2019 |
ROK
|
ROK: Top Line Air Pocket, 2020 Vision Blurs
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 07.25.2019 |
ALLE
|
ALLE: H2 Not a Lock
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 07.25.2019 |
ABB
|
EE/MI: Quick Earnings Reads - ABBN-CH, ALLE, MMM, ROK, ROP, SU-FR
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 07.24.2019 |
MMM
|
EE/MI and Flow Control: Intra-Earnings Pulse
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 07.23.2019 |
UTX
|
UTX: Q2 Beat and Raise. Potential $1 billion Upside to RTX Cash Flows?
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 07.23.2019 |
SWK
|
SWK: Q2 Beat, Outlook Solid on New Product Momentum
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 07.23.2019 |
PNR
|
PNR: Q2 In Line, Guide Cut on Weak Aquatics
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 07.23.2019 |
UTX
|
UTX: Aero Driven Beat & Raise
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 07.23.2019 |
SWK
|
SWK: Q2 Beat on Solid Margin Execution
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 07.23.2019 |
CR
|
CR: Q2 Operating Beat, Guide Held; Plan B Post CIR
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 07.22.2019 |
LII
|
LII: Cutting Estimates, Reiterate Sell Rating
|
Electrical Equipment & Multi-Industry |
Sell |
|
| 07.22.2019 |
ETN
|
ETN: Aero/Connector Deal Builds on Electrification Strategy
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 07.22.2019 |
LII
|
LII: Weather Driven Miss, But Resi Recovery Behind Plan
|
Electrical Equipment & Multi-Industry |
Sell |
|
| 07.18.2019 |
HON
|
HON: Diversity and Execution Carry The Day
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 07.18.2019 |
DOV
|
DOV: Delivering the Goods on Solid Execution
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 07.18.2019 |
WSO
|
WSO: Q2 Miss on +1% SSS
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 07.18.2019 |
DOV
|
DOV: Q2 Modest Beat, Full Year Raise
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 07.16.2019 |
ABB
|
EE/MI: Q2 Distributor Survey - Caution Flags Raised
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 07.11.2019 |
CR
|
CR: Another Rejected Bid by CIR, Pivot to Plan B Seems Likely
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 07.11.2019 |
MMM
|
EE/MI: Fact Pattern Shows Slowing Ahead of Q2 Earnings
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 07.02.2019 |
AYI
|
AYI: Outlook Dims on Tough Comps and Slow Project Activity
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 07.02.2019 |
AYI
|
AYI: FQ3 OP Miss, FQ4 Guide Down
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 07.02.2019 |
MMM
|
EE/MI and Flow Control: Q2 Preview - Watching the Wobble
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 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 |
|
