Deep Dives - Electrical Equipment & Multi-Industry

Date Ticker Title Vertical Rating (at time of publication)
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
    05.01.2019 AME
  • AME: Q1 OP Ahead, Guide Nudged Higher for Beat
  • Electrical Equipment & Multi-Industry Buy
    05.01.2019 JCI
  • JCI: Slight FQ2 OP Beat, Cash Light. $4B Dutch Tender
  • Electrical Equipment & Multi-Industry Hold
    04.30.2019 GE
  • GE: Q1 Beat, More Heavy Lifting Ahead
  • Electrical Equipment & Multi-Industry Hold
    04.30.2019 IR
  • IR: Q1 Beat-Value Unlocking RMT with GDI
  • Electrical Equipment & Multi-Industry Buy
    04.30.2019 ETN
  • ETN: Higher Multiple Segments Lead Q1. FCF Robust
  • Electrical Equipment & Multi-Industry Buy
    04.30.2019 ETN
  • EE/MI : Quick Earnings Reads - ETN, GE and IR
  • Electrical Equipment & Multi-Industry N/A
    04.30.2019 CR
  • CR: Q1 Profit Upside; Unchanged Guide Gives the Year More Cushion
  • Electrical Equipment & Multi-Industry Buy
    04.29.2019 PH
  • PH: Praising LORD to Justify Multiple
  • Electrical Equipment & Multi-Industry Hold
    04.29.2019 IR
  • IR: Possible Industrial RMT with GDI. Closer Look
  • Electrical Equipment & Multi-Industry Buy
    04.29.2019 IEX
  • IEX: Investors Shrug Off In Line Q1; Cycle Analysis Tells Us Why
  • Electrical Equipment & Multi-Industry Hold
    04.26.2019 MMM
  • EE/MI: Chart of the Day - Organic Growth Scorecard
  • Electrical Equipment & Multi-Industry Hold
    04.25.2019 FTV
  • FTV: Q1 Operating Miss, Guide Bump On ASP Deal
  • Electrical Equipment & Multi-Industry Hold
    04.25.2019 NVT
  • NVT: Q1 In Line, Volumes Sluggish
  • Electrical Equipment & Multi-Industry Buy
    04.25.2019 ITW
  • ITW: Q1 Basically In Line, Slow Economic Slog
  • Electrical Equipment & Multi-Industry Hold
    04.25.2019 MMM
  • MMM: Massive Minnesota Meltdown
  • Electrical Equipment & Multi-Industry Hold
    04.25.2019 MMM
  • EE/MI: Chart of the Day - HON vs MMM Organic Growth
  • Electrical Equipment & Multi-Industry Hold
    04.25.2019 ALLE
  • EE/MI: Quick Earnings Reads - ALLE, MMM, NVT, ROK, ROP
  • Electrical Equipment & Multi-Industry N/A
    04.24.2019 SWK
  • SWK: Back on Track With Solid Q1
  • Electrical Equipment & Multi-Industry Buy
    04.24.2019 SWK
  • SWK: Q1 Beat, Year Outlook Now More Visible
  • Electrical Equipment & Multi-Industry Buy
    04.23.2019 UTX
  • UTX: Raising Estimates, Spins Tracking to H1 2020 Separation
  • Electrical Equipment & Multi-Industry Hold
    04.23.2019 WSO
  • WSO: Q1 Operational Miss on Flat Sales Growth
  • Electrical Equipment & Multi-Industry Hold
    04.23.2019 UTX
  • UTX: Q1 Beat Driven By Aero, Commercial Lags
  • Electrical Equipment & Multi-Industry Hold
    04.23.2019 AME
  • Flow Control : Staying in the Flow (Earnings) including Water Backdrop
  • Electrical Equipment & Multi-Industry N/A
    04.23.2019 LII
  • LII: Downgrade to Sell-Valuation Stretched, Consolidation Looks Unlikely Near Term
  • Electrical Equipment & Multi-Industry Sell
    04.22.2019 LII
  • LII: Q1 Resi Beat, Sloppy Commercial and Refrigeration
  • Electrical Equipment & Multi-Industry Hold
    04.18.2019 DOV
  • DOV: Solid Start to 2019, Bumping Numbers
  • Electrical Equipment & Multi-Industry Buy
    04.18.2019 HON
  • HON: Strong Q1 Highlights Internal and External Momentum
  • Electrical Equipment & Multi-Industry Buy
    04.18.2019 SU-FR
  • SU-FR: Read to ETN, NVT, HUBB - Q1 Strong in Electrical/Building Channel
  • Electrical Equipment & Multi-Industry Hold
    04.18.2019 DOV
  • DOV: Solid Top Line Driven Beat
  • Electrical Equipment & Multi-Industry Buy
    04.17.2019 PNR
  • PNR: Cloudier Waters, Growth Challenges Broader than Expected in Q1
  • Electrical Equipment & Multi-Industry Hold
    04.17.2019 ABB
  • ABB: Leadership Change Pending, Same Subpar Performance
  • Electrical Equipment & Multi-Industry Sell
    04.17.2019 PNR
  • PNR: Q1 Takes - Filtration Weak, Q2 Below Street Implying H2 Acceleration
  • Electrical Equipment & Multi-Industry Hold
    04.16.2019 MMM
  • EE/MI: Chart(s) of the Day - Education Bond Issuance Surging, Driving Facility Upgrades
  • Electrical Equipment & Multi-Industry Hold
    04.16.2019 SWK
  • SWK: Removed from "Top Picks" List. Maintain Buy
  • Electrical Equipment & Multi-Industry Buy
    04.15.2019 MMM
  • EE/MI: Q1 Pre-Season Playbook & Read-Throughs
  • Electrical Equipment & Multi-Industry N/A
    04.09.2019 PNR
  • PNR: Cloudy Waters, Missing Q1 and Cutting 2019
  • Electrical Equipment & Multi-Industry Hold
    04.09.2019 ABB
  • EE/MI: Q1 Distributor Survey - Slowing But Nicely Growing
  • Electrical Equipment & Multi-Industry N/A
    04.03.2019 EMR
  • EE/MI: Chart(s) of the Day - EMR Long, FLS Short; Pair Idea in 4 Charts
  • Electrical Equipment & Multi-Industry Buy
    04.03.2019 AYI
  • AYI: FQ2 Beat on Cost Control
  • Electrical Equipment & Multi-Industry Hold
    04.01.2019 AME
  • Flow Control : Takeaways from Texas - FLS, MRC; LNG Outlook
  • Electrical Equipment & Multi-Industry N/A
    03.29.2019 MMM
  • EE/MI and Flow Control: Q1 Earnings Preview - Back to the Future
  • Electrical Equipment & Multi-Industry N/A
    03.26.2019 IR
  • EE/MI: HVAC Regulatory & Resi Replacement Cycle Deep Dive
  • Electrical Equipment & Multi-Industry N/A
    03.14.2019 GE
  • GE: Grinding it Out, But Stock Rich on 2021 View
  • Electrical Equipment & Multi-Industry Hold
    03.14.2019 GE
  • GE: Quick Read - Mind the Cash
  • Electrical Equipment & Multi-Industry Hold
    03.13.2019 ALLE
  • ALLE: Driving Innovation to Drive Growth and Margins
  • Electrical Equipment & Multi-Industry Hold
    03.12.2019 ROK
  • EE/MI: Automation Growth Continues Led By Process
  • Electrical Equipment & Multi-Industry N/A
    03.07.2019 GE
  • GE: Insurance - Only Time Will Tell
  • Electrical Equipment & Multi-Industry Hold
    03.06.2019 ABB
  • EE/MI: T&D Spending Elevated, Growth Pushes to the Right
  • Electrical Equipment & Multi-Industry N/A
    03.06.2019 GE
  • GE: "Band-Aid" Ripped Off, but Wound Too Deep to Buy the Stock
  • Electrical Equipment & Multi-Industry Hold
    03.06.2019 SPXC
  • SPXC: Organization Muscle Around M&A, Op Excellence Flexed at Investor Day
  • Electrical Equipment & Multi-Industry Buy
    03.04.2019 GE
  • GE: GECC Cash Needs Limit Industrial Deleverage
  • Electrical Equipment & Multi-Industry Hold
    03.04.2019 AYI
  • EE/MI: AYI-ETN Lighting Could Be Attractive Acquisition
  • Electrical Equipment & Multi-Industry N/A
    03.04.2019 ETN
  • ETN: Upgrade to Buy - Cash Flow Machine
  • Electrical Equipment & Multi-Industry Buy
    03.01.2019 CR
  • CR: Investor Day Spotlights Innovation
  • Electrical Equipment & Multi-Industry Buy
    02.28.2019 ABB
  • ABB: Q4 In Line, Cash Flow Concerns Cloud the Outlook
  • Electrical Equipment & Multi-Industry Sell
    02.28.2019 NVT
  • NVT: Thermal Outlook Warming Up
  • Electrical Equipment & Multi-Industry Buy
    02.26.2019 SWK
  • EE/MI: HD Remodeling Read a Positive for SWK
  • Electrical Equipment & Multi-Industry Buy
    02.26.2019 AME
  • Flow Control: Oil Spigot Back Open but Less Room for Operator Error
  • Electrical Equipment & Multi-Industry N/A
    02.25.2019 GE
  • GE: Selling BioPharma to DHR; Smart Transaction at Rich Valuation
  • Electrical Equipment & Multi-Industry Hold
    02.22.2019 ITT
  • ITT: Q4 Basically In Line Operationally, Guide Brackets Consensus
  • Electrical Equipment & Multi-Industry Buy
    02.21.2019 FLS
  • FLS: Q4 Operationally In Line Although Sales Decline, Guide Misses
  • Electrical Equipment & Multi-Industry Hold
    02.19.2019 ALLE
  • ALLE: Q4 Operating Miss on Margins, Guide Light
  • Electrical Equipment & Multi-Industry Hold
    2  3  Next