| 12.06.2019 |
DD
|
DD: Peak PFAS Paranoia? Upgrade to Buy
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 12.03.2019 |
UTX
|
UTX: Window into Otis through Spain
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 12.02.2019 |
GE
|
GE: Scrubbing Our Healthcare Forecast
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 11.25.2019 |
KNEBV-FI
|
KNEBV-FI: Vertical Lift - Initiate at Hold
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 11.22.2019 |
ALLE
|
EE/MI: Security Highlights from ISC East
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 11.22.2019 |
HON
|
HON: HBT Segment Forges Ahead
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 11.21.2019 |
ROK
|
ROK: Investor Day Takeaways and Chart Book Update (request)
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 11.18.2019 |
AME
|
Flow Control/SMID: Slowdown Preparedness, Restructuring and 2020 Capex
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 11.14.2019 |
GE
|
EE/MI: GE Claws Back Turbine Share Through 9M
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 11.14.2019 |
HON
|
HON: SPS Deep Dive - Mixed Outlook
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 11.13.2019 |
SPXC
|
SPXC: Announcing Strategic HVAC Acquisition
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 11.13.2019 |
ABB
|
EE/MI: Vertical View: Beyond the Hyperscale Hiccup, Data Center Demand Drives Higher
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 11.12.2019 |
ROK
|
ROK: Growth Similar to Automation Peers, Beats Short Cycle Basket
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 11.12.2019 |
ROK
|
ROK: FQ4 Beat, Higher Headline Guide, But Operationally In Line
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 11.07.2019 |
SIE-DE
|
SIE-DE: FQ4 Beat on Margins, Raising Operational Estimates
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 11.07.2019 |
JCI
|
JCI: Steady Performance, Guide Well Dialed
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 11.07.2019 |
JCI
|
JCI: FQ4 and Guide Basically In Line
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 11.06.2019 |
MMM
|
EE/MI: Q3 Wrap - Fundamentals Tough, But Stocks Look Through
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 11.05.2019 |
EMR
|
EMR: Running Start on Restructuring to Counter Macro Headwinds
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 11.05.2019 |
EMR
|
EMR: FQ4 OP Miss, Soft Outlook
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 11.04.2019 |
DOV
|
DOV: Looking Through the Fridge - Opportunity at DOV Refrigeration
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 11.01.2019 |
ITT
|
ITT: Plenty of Runway; Remains a Top FC/SMID Pick
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 11.01.2019 |
ITT
|
ITT: Delivers the Goods; Remains Top FC/SMID Pick
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 10.31.2019 |
FLS
|
FLS: Markets Slowing, Maintain Hold
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 10.31.2019 |
PH
|
PH: First Cut is the Deepest?
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 10.31.2019 |
DD
|
DD: Solid Execution, Tweaking Estimates
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 10.31.2019 |
AME
|
Flow Control: Q3 Earnings Flurry - AME, FLS Beat, XYL Miss and Lower Again
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 10.31.2019 |
PH
|
PH: Massive Outlook Cut As Industrial Orders Sag
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 10.31.2019 |
DD
|
DD: EPS Inline, EBITDA Miss, Guide Tightened
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 10.31.2019 |
SPXC
|
SPXC: HVAC Beat and Guidance Raise; Reit Buy
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 10.30.2019 |
GE
|
GE: Making Progress, But FCF Upside Boosted By Transitory Factors
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 10.30.2019 |
IEX
|
IEX: Strong Cash and Margins Despite Slowing; Trimming '20
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 10.30.2019 |
FLOW
|
FLOW: Q3 Beat, Selectivity Strategy Boosting F&B Margins
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 10.30.2019 |
NVT
|
NVT: Modest Q3 Beat, Guide Cut In Line With Expectations
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 10.30.2019 |
GE
|
GE: Industrial OP Miss, Cash Upside
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 10.30.2019 |
HUBB
|
HUBB: Solid Q3, Accumulating Points on The Board
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 10.30.2019 |
ETN
|
ETN: Solid Q3 Cash and Margin Execution, Cutting 2020 Further
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 10.30.2019 |
IR
|
IR: Q3 Highlights Competitive Outperformance
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 10.30.2019 |
IEX
|
IEX: Q3 Margins Deliver Despite Slowing Macro
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 10.29.2019 |
CR
|
CR: 2020 Just Got Cloudier; Cutting Estimates, Downgrading to Hold
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 10.29.2019 |
HUBB
|
HUBB: Q3 Beat, Power On
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 10.29.2019 |
ETN
|
ETN: Q3 Beat, Outlook Cut
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 10.29.2019 |
IR
|
IR: Q3 Operationally In Line, Climate Orders Positive
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 10.29.2019 |
CR
|
CR: Halt the Presses; Q3 Miss Driven by Crane Currency
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 10.28.2019 |
EMR
|
EMR: Order Deceleration Foreshadows 2020 Restructuring
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 10.28.2019 |
MMM
|
EE/MI: Mid Earnings Season Update Shows Short Cycle Still Losing Ground
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 10.25.2019 |
ALLE
|
ALLE: Solid Q3 Beat, Year On Track
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 10.25.2019 |
ITW
|
ITW: Q3 Supported by Solid Margin Execution
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 10.24.2019 |
FTV
|
FTV: Miss and Lower, Cloudy Short Cycle Outlook
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 10.24.2019 |
MMM
|
MMM: Miss and Lower, Short Cycle Challenges Persist
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 10.24.2019 |
SWK
|
SWK: Positioned to Make Headway against Headwinds in 2020
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 10.24.2019 |
ROP
|
ROP: Mixed Q3, Tolling Rings the Bell
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 10.24.2019 |
ALLE
|
EE/MI: Quick Earnings Reads - ALLE, MMM, ROP, SU-FR, SWK
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 10.23.2019 |
PNR
|
PNR: Pool Check; Signs of Stabilization
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 10.23.2019 |
ABB
|
ABB: Basically in Line, CF Weak, Orders Mixed
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 10.23.2019 |
PNR
|
PNR: Q3 OP In Line, Q4 Guide Looks Reasonable
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 10.22.2019 |
UTX
|
UTX: Solid Q3 Beat - Three out of Four Isn't Bad
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 10.22.2019 |
UTX
|
UTX: Beat & Raise - Aero Flying High
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 10.21.2019 |
LII
|
LII: Reiterate Sell - Full Valuation, Minimal EPS Growth
|
Electrical Equipment & Multi-Industry |
Sell |
|
| 10.21.2019 |
LII
|
LII: Q3 Miss and Lower, FCF Weak
|
Electrical Equipment & Multi-Industry |
Sell |
|
| 10.17.2019 |
DOV
|
DOV: Q3 Beat - There's No Help Like Self Help
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 10.17.2019 |
HON
|
HON: Stand & Deliver - Bumping Estimates
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 10.17.2019 |
DOV
|
DOV: Q3 Beat, Orders Solid
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 10.17.2019 |
WSO
|
WSO: Q3 Headline EPS Below Street, OP Miss
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 10.15.2019 |
EMR
|
EMR: Activist Turns Up The Heat, Key Is Cost Opportunity
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 10.15.2019 |
MMM
|
VRP Road Trip: United We Stand - UTX, URI, UAL
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 10.15.2019 |
MMM
|
EE/MI: Auto Outlook Still Soft, Possible Stabilization Down the Road
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 10.10.2019 |
MMM
|
EE/MI and Flow Control: Chart(s) of the Day - Q3 Positioning
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 10.09.2019 |
ETN
|
ETN: Downgrade to Hold on Weak Survey Results
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 10.09.2019 |
ABB
|
EE/MI: Q3 Distributor Survey - Nearing Stall Speed
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 10.07.2019 |
GE
|
GE: No Easy Retirement for Pension Pain
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 10.03.2019 |
AME
|
Flow Control/SMID: Q3 Preview - Summer Slippage Has Continued
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 10.03.2019 |
AYI
|
AYI: Cutting Numbers on Confluence of Factors, Slow Start to FY20
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 10.02.2019 |
AYI
|
AYI: FQ4 Below On Sharp Volume Decline; Early FY20 Outlook Dims
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 09.27.2019 |
EMR
|
EMR: Activist Talk, SOTP Update
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 09.27.2019 |
AME
|
AME: Gatan Return Sensitivities, Synergies Drive Upside
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 09.27.2019 |
ROP
|
ROP: Gatan Finds a Home at AME. Dilution Offset by iPipeline
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 09.27.2019 |
AME
|
AME: Magnifying M&A with Gatan Acquisition
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 09.26.2019 |
PH
|
EE/MI: Chart of the Day - Enerpac Miss and Stock Reaction Points to Short-Cycle Complacency
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 09.26.2019 |
MMM
|
EE/MI: Electronics End Markets Hint At Stabilization
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 09.24.2019 |
MMM
|
EE/MI: Q3 Preview - Downshift
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 09.23.2019 |
ABB
|
EE/MI: Introducing Our Electrical Chartbook
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 09.18.2019 |
IR
|
EE/MI: A Look at VRF in the HVAC Landscape
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 09.18.2019 |
PWR
|
Vertical Research Partners Top Picks - Remainder of 2019 Update
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 09.16.2019 |
ABB
|
EE/MI and Flow Control: Chart of the Day - EE/MI and Flow Energy Exposures
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 09.13.2019 |
IR
|
IR: Still Truckin' Despite Bumpier Thermo King Ride Ahead
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 09.11.2019 |
DOV
|
DOV: Granularity Drives Accountability
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 09.09.2019 |
HON
|
VRP Conference: Slow Melting Ice Cube in the Industrial Core
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 09.04.2019 |
FTV
|
FTV: Split Plan Accelerates Transformation
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 08.27.2019 |
MMM
|
EE/MI: Chart(s) of the Day - A Look at F/X amidst Dollar Strength
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 08.27.2019 |
MMM
|
EE/MI and Flow Control: Industrial Conference Preview
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 08.26.2019 |
FLOW
|
FLOW: First Valuation Marker for P&E at $700 Million
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 08.21.2019 |
AME
|
Flow Control: Sizing the Summer Slippage
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 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 |
|
