| 10.03.2022 |
VRT
|
VRT: CEO Transition, Miss on F/X, Sticking with Ambitious 2023 Goals
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 09.29.2022 |
PH
|
PH: Read-Through from Enerpac's FQ4
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 09.29.2022 |
ETN
|
EE/MI: Chart(s) of the Day - T&D Perspective Following Major Hurricanes
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 09.29.2022 |
MMM
|
EE/MI: Q3 on Track - Forward Headwinds Mounting
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 09.28.2022 |
PH
|
PH: Meggitt Close Formalizes our $25 in 2025 View
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 09.23.2022 |
CARR
|
EE/MI: HVAC Chartbook
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 09.22.2022 |
DD
|
DD: Safety in Numbers
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 09.21.2022 |
MMM
|
EE/MI: Chart of the Day - August ABI Increases M/M, Still Expansionary
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 09.20.2022 |
CARR
|
EE/MI: Heat Pumps Could Temper Any Cooling of HVAC Demand
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 09.16.2022 |
ABB
|
EE/MI: Global Automation Chartbook
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 09.14.2022 |
MMM
|
EE/MI: Milwaukee Challenges the EE/MI Tools and PPE Landscape
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 09.13.2022 |
IEX
|
IEX: Adds to Health & Science with €700mm Flow Deal
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 09.13.2022 |
MMM
|
EE/MI: August 2022 ABC Survey - Expectations and Backlogs Stabilize
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 09.12.2022 |
MMM
|
VRP Conference: Still Powering Through
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 08.31.2022 |
HON
|
HON: Vertical View - Quantinuum
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 08.29.2022 |
KNEBV-FI
|
EE/MI: Chart(s) of the Day - Elevator Scorecard as TKe Posts Results
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 08.24.2022 |
MMM
|
EE/MI: Chart of the Day - July ABI Continues Deceleration, Institutional Below 50
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 08.24.2022 |
IR
|
IR: Shaping Portfolio for Outperformance
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 08.23.2022 |
ABB
|
EE/MI: Vertical View - Renewables
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 08.16.2022 |
GE
|
GE: Gas Turbine Share Moving Up, Still Trails Historical Average
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 08.11.2022 |
SIE-DE
|
SIE-DE: Solid beat, Strong Momentum, Valuation Upside
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 08.11.2022 |
MMM
|
EE/MI: Q2 Wrap - Remarkable Resilience
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 08.10.2022 |
MMM
|
EE/MI: July 2022 ABC Survey - Expectations Continue Sliding, Backlogs Decreasing Sequentially
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 08.09.2022 |
EMR
|
EMR: Portfolio Transition Unfolding
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 08.09.2022 |
EMR
|
EMR: FQ3 Margin Driven Beat, Topline Sluggish
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 08.08.2022 |
EMR
|
EMR: InSinkErator Sale, Nothing Garbage About the Valuation
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 08.04.2022 |
VNT
|
VNT: Q2 Beat, Transition Unfolding
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 08.04.2022 |
JCI
|
JCI: Price/Cost Inflecting. Strong Momentum Into 2023
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 08.04.2022 |
PH
|
PH: Strong Q4, 2023 In Line, MGGT Near Finish Line
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 08.04.2022 |
JCI
|
JCI: Headline Beat, Operational Miss on Supply Chain
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 08.03.2022 |
IR
|
IR: Q2 Beat, Modest Bump
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 08.03.2022 |
TT
|
TT: Solid Q2, Demand Running Hot
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 08.03.2022 |
VRT
|
VRT: Q2 A Step Forward, Steeper Steps in H2
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 08.03.2022 |
TT
|
TT: EPS Beat, Guidance Bumped
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 08.02.2022 |
AME
|
AME: Q2 Beat, Firing on All Cylinders
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 08.02.2022 |
ITW
|
ITW: Top Line Driven Q2 Beat, H2 Momentum
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 08.02.2022 |
DD
|
DD: Solid Q2 Execution As Transition Unfolds
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 08.02.2022 |
ETN
|
ETN: Broad Based Growth - Electrical Surge
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 08.02.2022 |
AME
|
AME: Q2 Beat, Guide Raised
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 07.29.2022 |
NVT
|
NVT: Broad-Based Beat, Solid Outlook
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 07.28.2022 |
CARR
|
CARR: Q2 EPS Beat, Reiterate Buy
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 07.28.2022 |
LII
|
LII: Q2 Beat, Raising Estimates
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 07.28.2022 |
HON
|
HON: Solid Q2, Mix Playing Well
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 07.28.2022 |
SWK
|
SWK: Downgrade to Hold, Long Slog Ahead
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 07.28.2022 |
FTV
|
FTV: Operating Beat, Guidance Raised
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 07.28.2022 |
ALLE
|
EE/MI: Quick Earnings Reads - SU, ALLE, SWK, HON, CARR
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 07.27.2022 |
ROK
|
ROK: FQ3 Beat, Reiterate Hold
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 07.27.2022 |
OTIS
|
OTIS: Broad Based Execution
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 07.27.2022 |
ROK
|
ROK: FQ3 Earnings Beat, Software Leads
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 07.26.2022 |
GE
|
GE: Q2 Upside, Limping Towards the Break-up Finish Line
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 07.26.2022 |
IEX
|
IEX: Q2 Beat, Guide Raise Exceeds Q2 Upside
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 07.26.2022 |
MMM
|
MMM: Litigation Looms Over Value Creative Spin, Soft Outlook
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 07.26.2022 |
WSO
|
WSO: Q2 Operating Miss
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 07.26.2022 |
GE
|
GE: Q2 Segment Beat, Tracking to Low End
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 07.22.2022 |
ROP
|
ROP: Dropping Coverage, Industrial Exit Completed
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 07.21.2022 |
DOV
|
DOV: Continued Execution, Backlog Bolsters Outlook
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 07.21.2022 |
DOV
|
DOV: Q222 EPS Beat, Backlogs Elevated
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 07.21.2022 |
ABB
|
ABB: Solid Operational Results and Orders. FCF Weak
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 07.20.2022 |
KNEBV-FI
|
KNEBV-FI: China Brutal in Q2, Elsewhere Fairly Solid
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 07.19.2022 |
ALLE
|
ALLE: Chart of the Day - ASSA Americas Reads Positive to ALLE Americas
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 07.19.2022 |
SWK
|
SWK: Remodeling Reads into Q2 Earnings
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 07.15.2022 |
ABB
|
EE/MI: Q2 Distributor Survey - The Price is Right
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 07.14.2022 |
KNEBV-FI
|
KNEBV-FI: China Trap Door, Reduced Guide Still Looks Ambitious
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 07.13.2022 |
MMM
|
EE/MI: June 2022 ABC Survey - Expectations Down M/M, Backlog Decreasing
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 07.13.2022 |
AME
|
AME: Battleground - Compounders Compound
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 07.12.2022 |
DD
|
DD: When the Dust Settles...
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 07.07.2022 |
MMM
|
EE/MI: Vertical View: EV Drivers for EE/MI Group
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 07.06.2022 |
DD
|
EE/MI: Q2 Preview: Peering into the Fog
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 06.30.2022 |
AYI
|
AYI: Solid FQ3, Steady Outlook
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 06.28.2022 |
PH
|
PH: Read-Through from Enerpac's FQ3
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 06.28.2022 |
FTV
|
FTV: Mini IOS Dive With Top Leadership in NY
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 06.27.2022 |
SIE-DE
|
SIE-DE: Software Transition Now Shifting to Smart Infrastructure
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 06.22.2022 |
MMM
|
EE/MI: Chart of the Day - ABI Decelerates M/M, Still >50
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 06.22.2022 |
ALLE
|
ALLE: State of the Union and CEO Baton Passes
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 06.21.2022 |
MMM
|
EE/MI: May 2022 ABC Survey - Expectations Down M/M, Still Relatively Strong
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 06.21.2022 |
EMR
|
EMR: Battleground - Cyclical Versus Secular Tug of War as Portfolio Transforms
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 06.16.2022 |
MMM
|
EE/MI: Chart of the Day - Prices and Multiples Back to the Future?
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 06.14.2022 |
NVT
|
NVT: SMID Conference Chat Confirms Electrification Thesis
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 06.14.2022 |
ETN
|
EE/MI: A Look at ETN and PH Aerospace Exposures
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 06.07.2022 |
HUBB
|
HUBB: Outlook Remains Electrically Charged
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 06.06.2022 |
SWK
|
SWK: SWK: Conversation With New CEO Don Allan
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 06.02.2022 |
KNEBV-FI
|
KNEBV-FI: CMD Looks Beyond Near-Term China Clouds
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 06.02.2022 |
MMM
|
EE/MI: Is the Market Discounting Higher Rates or Recession? Yes
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 06.01.2022 |
ROP
|
ROP: Cleaning Out the Industrial Closet
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 05.31.2022 |
KNEBV-FI
|
EE/MI: TK Elevator Results Highlight Continued OTIS Outperformance
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 05.24.2022 |
ABB
|
EE/MI: Re-Shoring Reality Check
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 05.23.2022 |
HON
|
HON: Battleground: Valuation Versus Growth
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 05.20.2022 |
MMM
|
EE/MI: Screening for H2 2022 Earnings Risk
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 05.18.2022 |
SIE-DE
|
SIE-DE: Lunch with CEO Roland Busch
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 05.18.2022 |
MMM
|
EE/MI: Chart of the Day - April 2022 ABI Slows M/M, Commercial/Industrial Strength
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 05.18.2022 |
CARR
|
EE/MI: Q1 HVAC Review, Raising CARR to Buy and LII to Hold
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 05.16.2022 |
MMM
|
EE/MI: Assessing Sell-Off Relative to Historical PMI Relationships
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 05.13.2022 |
ROP
|
ROP: Potential Process Divestiture
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 05.12.2022 |
GE
|
GE: Share Down as Q1 Turbine Orders Surge, Units Flat
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 05.12.2022 |
SIE-DE
|
SIE-DE: Underlying FQ2 Beat, FY22 Guide Maintained
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 05.11.2022 |
MMM
|
EE/MI: Chart of the Day - P/E on Prior Trough
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 05.11.2022 |
ETN
|
Electrical Equipment & Multi-Industry: Midwest Trip (ETN, ITW, PH and More) - A World Away
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 05.10.2022 |
MMM
|
EE/MI: April 2022 ABC Survey - Mixed Reads
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 05.10.2022 |
MMM
|
EE/MI: Q1 Wrap - Solid Results, Market Beat down
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 05.05.2022 |
VNT
|
VNT: Raising Estimates, Reiterate Hold
|
Electrical Equipment & Multi-Industry |
Hold |
|
