| 09.23.2020 |
FTV
|
FTV: When-Issued Trading Framework
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 09.22.2020 |
CARR
|
CARR: Beijer = "Free" Balance Sheet Repair
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 09.22.2020 |
KNEBV-FI
|
KNEBV-FI: KONE pre-Announces, Raising KONE and OTIS Estimates
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 09.21.2020 |
ETN
|
ETN: Hydraulics Divestiture to Danfoss Faces EU Scrutiny
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 09.21.2020 |
HUBB
|
EE/MI & Flow Control: Vertical View - Smart Meter Chartbook
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 09.17.2020 |
CARR
|
EE/MI : August Transport, Cold Chain and Vaccine Distribution
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 09.17.2020 |
MMM
|
EE/MI: Amazon Targets Industrial IoT
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 09.16.2020 |
EMR
|
EMR: August Order Improvement Led by Consumer
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 09.15.2020 |
MMM
|
EE/MI : ABC Survey Reads Positively to Non-Resi
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 09.15.2020 |
MMM
|
MMM: Modest Monthly Momentum, September Stall?
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 09.14.2020 |
DOV
|
DOV: Pump and Bump - Raising Estimates on Improving Trends
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 09.14.2020 |
MMM
|
VRP Conference: Rising to the Challenge of the Global Pandemic
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 09.03.2020 |
PH
|
EE/MI: Chart of the Day - DCI Sluggish Short-Cycle Read to PH
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 09.03.2020 |
MMM
|
EE/MI: End-Market Pulse Check into VRP Conference
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 09.02.2020 |
SPXC
|
SPXC: Opening New Market in Inspection with ULC Acquisition
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 09.01.2020 |
SIE-DE
|
SIE-DE: Unplugging From Energy
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 09.01.2020 |
FTV
|
FTV: Spin First, Back-End Monetization. Significant Deleveraging
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 08.28.2020 |
SWK
|
SWK: DIY Surge Continues, Pro Starting to Follow
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 08.27.2020 |
EMR
|
EMR: Upping the Ante to Get on the Grid
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 08.27.2020 |
AME
|
Flow Control/SMID: Chart(s) of the Day - Upside/Downside Valuation
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 08.27.2020 |
DOV
|
DOV: Pent-Up Remodeling Demand Could Provide 2021 Reefer Tailwind
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 08.26.2020 |
MMM
|
Flow Control & EE/MI: Thoughts on Hurricane Laura
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 08.26.2020 |
MMM
|
EE/MI: Multi-Industry Valuation Monitor - Keep it Relative
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 08.19.2020 |
SWK
|
EE/MI: Chart of the Day - DIY Strength Continues
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 08.19.2020 |
FTV
|
FTV: Vontier Split vs. Spin - Upside Hinges on Redeployment
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 08.18.2020 |
MMM
|
EE/MI: Chart of the Day - Minding Copper's Path - Cost Headwind, But Possible Reflation Signal
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 08.13.2020 |
ABB
|
EE/MI: Chart of the Day - Global Automation Chartbook Update
|
Electrical Equipment & Multi-Industry |
Sell |
|
| 08.13.2020 |
ROP
|
ROP: Big Deal, Small Returns
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 08.12.2020 |
GE
|
EE/MI: GE Ceding Turbine Share in H1
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 08.12.2020 |
AME
|
Flow Control/SMID: Q2 Review and Positioning. Downgrading WSO to SELL
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 08.10.2020 |
MMM
|
EE/MI: Chart of the Day - Breaking Down Cost-Out Actions
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 08.06.2020 |
PH
|
PH: Excellent Cost Control versus Cyclical Pressure
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 08.06.2020 |
PH
|
PH: Big Beat, Soft Guide on Order Weakness
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 08.06.2020 |
SIE-DE
|
SIE-DE: Solid Beat, Automation Outperformance
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 08.05.2020 |
FTV
|
EE/MI: Q2 Earnings Wrap - Commendable Cost Control
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 08.04.2020 |
IR
|
IR: Q2 Beat - Margins Lead the Way
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 08.04.2020 |
EMR
|
EMR: FQ3 Beat - Executing on Costs
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 08.04.2020 |
AME
|
AME: Impressive Q2 Cost Execution. Large M&A in Sights
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 08.04.2020 |
EMR
|
EMR: FQ3 OP Beat, Orders Soft
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 08.04.2020 |
AME
|
AME: Q2 Strong Operating Beat on Record Margins
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 08.03.2020 |
IR
|
IR: Solid Margin Driven Beat
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 07.31.2020 |
JCI
|
JCI: Onward and Upward
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 07.31.2020 |
ITT
|
ITT: Tough Markets, Great Execution and BS
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 07.31.2020 |
ITW
|
ITW: Q2 Beat-Margin Machine
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 07.31.2020 |
NVT
|
NVT: Q2 Beat on Margin Execution
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 07.31.2020 |
ITT
|
ITT: Strong Q2 Beat, Cost Control Raises Implied EPS Outlook
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 07.31.2020 |
JCI
|
JCI: FQ3 Beat - Only EE/MI company with Up 2020 EPS
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 07.31.2020 |
SPXC
|
SPXC: Strong Q2, Estimates Move Higher
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 07.31.2020 |
FLS
|
FLS: Q2 OP Beat, 2020 Framework Implies Expectations>Street
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 07.30.2020 |
CARR
|
CARR: Q2 Beat, Resi Resurgence
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 07.30.2020 |
HUBB
|
HUBB: Q2 Beat - Margin Execution Offsets Factory Disruptions
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 07.30.2020 |
SWK
|
SWK: Q2 Beat - DIY Surge
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 07.30.2020 |
DD
|
DD: Q2 Beat, Electronics Leads the Charge
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 07.30.2020 |
XYL
|
XYL: Q2 In Line w/ Pre-Announcement, Q3E Implied Below Consensus
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 07.30.2020 |
CARR
|
EE/MI: Quick Earnings Reads - DD, HUBB, SWK and CARR
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 07.29.2020 |
GE
|
GE: Q2 Miss, Cash Burn
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 07.29.2020 |
TT
|
TT: Q2 Beat, Driving the Trane
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 07.29.2020 |
ETN
|
ETN: Q2 Beat, Powering Through on Solid Execution
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 07.29.2020 |
FLOW
|
FLOW: Upgrading Shares to Buy on Continued Execution
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 07.29.2020 |
ETN
|
EE/MI: Quick Earnings Reads - GE, ETN, TT and SU
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 07.29.2020 |
FLOW
|
FLOW: Q2 Broad Outperformance and Improved Outlook
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 07.28.2020 |
FTV
|
FTV: Q2 Beat, Q3 Firming Up
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 07.28.2020 |
MMM
|
MMM: Q2 Miss - July Shows Renewed Vigor
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 07.28.2020 |
ROK
|
ROK: Beat & Raise - Slow Grinding Recovery
|
Electrical Equipment & Multi-Industry |
Sell |
|
| 07.28.2020 |
CR
|
CR: Cloudy Skies Remain
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 07.28.2020 |
OTIS
|
OTIS: Q2 Beat and Raise - Driving Performance
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 07.28.2020 |
MMM
|
EE/MI: Quick Earnings Reads - MMM, OTIS, ROK and ROP
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 07.27.2020 |
CR
|
CR: Q2 Operational Beat on Better Top-Line, Cost Execution
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 07.27.2020 |
MMM
|
EE/MI: Chart of the Day - Q220 Organic Growth Scorecard
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 07.27.2020 |
IEX
|
IEX: Navigating Wobbly Macro
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 07.24.2020 |
HON
|
HON: Solid Q2, Grinding it Out
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 07.24.2020 |
HON
|
HON: Solid Segment Beat on Margin Execution
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 07.23.2020 |
IEX
|
IEX: Q2 Ahead. Focus on Orders and Decrementals
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 07.23.2020 |
PNR
|
PNR: Looking for an H2 Splash; Raising PT, Reit Buy
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 07.23.2020 |
ALLE
|
ALLE: Q2 Beat - Resi Disruptions, Non-Resi Uncertainty
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 07.23.2020 |
WSO
|
WSO: Q2 Results Ahead; Inventory Read to Carrier
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 07.23.2020 |
PNR
|
PNR: Q2 Operational Beat; POOL Channel Inventories at Historic Lows
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 07.22.2020 |
DOV
|
DOV: Gaining Momentum, Backlog the Flywheel
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 07.22.2020 |
ABB
|
ABB: Q2 Beat, Cautious Outlook
|
Electrical Equipment & Multi-Industry |
Sell |
|
| 07.22.2020 |
DOV
|
DOV: Solid Q2 Beat, Powering Through
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 07.21.2020 |
MMM
|
EE/MI: Chart of the Day - US Macro Marginally Better
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 07.21.2020 |
AME
|
Flow Control: Alfa Laval Reads
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 07.20.2020 |
CARR
|
EE/MI : Transport Refrigeration Thawing But Still a Big Backlog Hole
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 07.20.2020 |
LII
|
LII: Heat Wave Could Accentuate Replacement Top
|
Electrical Equipment & Multi-Industry |
Sell |
|
| 07.20.2020 |
LII
|
LII: Summer Heat, Guide Raise
|
Electrical Equipment & Multi-Industry |
Sell |
|
| 07.17.2020 |
ALLE
|
ALLE: Chart of the Day - ASSA Read to Americas Division
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 07.17.2020 |
KNEBV-FI
|
KNEBV-FI: Q2 Beat, China Bounces Back
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 07.16.2020 |
MMM
|
EE/MI: Chart of the Day - Positive Semiconductor Reads
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 07.16.2020 |
IR
|
EE/MI: Chart of the Day - Atlas Copco Compressor Read to IR
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 07.15.2020 |
ABB
|
EE/MI: Q2 Distributor Survey - Digging Out of the Hole
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 07.14.2020 |
XYL
|
XYL: Q2 Positive Pre-Release on Better Revenue, Decrementals Disappoint
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 07.14.2020 |
MMM
|
EE/MI : Valuation and Positioning Perspective
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 07.13.2020 |
AME
|
Flow Control: Alfa Laval Adding Industrial Valves with Neles Offer
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 07.10.2020 |
CARR
|
EE/MI: HVAC - Mind the Seasonal Trade Down
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 07.09.2020 |
PNR
|
PNR: Pool - Diving into Upcoming 2021 Efficiency Standards
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 07.09.2020 |
ABB
|
EE/MI: Variety Pack - Range of Views on Food and Beverage Investment Post-COVID
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 07.08.2020 |
MMM
|
EE/MI: F/X Update - Looking for a Q2 Translation
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 07.06.2020 |
MMM
|
EE/MI: Mixed Messages - Examining OE Versus AM
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 06.30.2020 |
AYI
|
AYI: FQ3 Beat: Gross Margins Light the Way
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 06.30.2020 |
AYI
|
AYI: Big Beat, Bright Gross Margin Performance
|
Electrical Equipment & Multi-Industry |
Hold |
|
