| 03.05.2021 |
HON
|
HON: Bright Future for Intelligrated Could Be Intensified by Dark Warehouses
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 03.03.2021 |
NVT
|
NVT: Recovery Coming into View
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 03.03.2021 |
MMM
|
EE/MI: Vertical View - Residential Construction
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 03.01.2021 |
ETN
|
ETN: Electrically Charged Growth
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 02.25.2021 |
ITW
|
ITW: Welding it All Together
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 02.24.2021 |
VRT
|
VRT: Secular Growth With Margin Upside
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 02.22.2021 |
IR
|
IR: Solid Q4 Beat, Guide Modestly Above Street
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 02.22.2021 |
MMM
|
EE/MI: Assessing Rising Rates and Inflation, Short Cycle Pivot
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 02.22.2021 |
PH
|
PH: Upgrade to Buy - Higher Lows and Higher Highs
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 02.17.2021 |
JCI
|
JCI: Cost Moves Put $3.00 in 2022 in Plain Sight, With Strong Cash Conversion
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 02.17.2021 |
ITW
|
ITW: Put to the Test and Measuring Up
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 02.16.2021 |
EMR
|
EMR: Driving to 2023 Targets on Margin Execution, New Growth Vectors
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 02.16.2021 |
ALLE
|
ALLE: Q4 Beat, Soft Organic Outlook
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 02.12.2021 |
MMM
|
EE/MI : Q4 Wrap - Results Set Stage for Better 2021
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 02.11.2021 |
VNT
|
VNT: Q4 and Guide Basically In Line
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 02.11.2021 |
WSO
|
WSO: Q4 Beat on Solid Revenues
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 02.11.2021 |
SU-FR
|
SU-FR: Solid Beat On Margin Execution
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 02.10.2021 |
GE
|
GE: Turbine Market Stabilizing At Lower Level
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 02.10.2021 |
ABB
|
EE/MI: January 2021 ABC Survey - Contractors Optimistic on H221, Seeing Commodity Inflation
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 02.09.2021 |
NVT
|
NVT: Q4 In Line, Tweaking 2021 Lower
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 02.09.2021 |
DD
|
DD: Q4 Beat, Leaner DuPont Positioned For Growth
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 02.09.2021 |
CARR
|
CARR: Q4 Growing Pains, Future Still Looks Solid
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 02.05.2021 |
TT
|
TT: Continued Execution, M&A Activity Picking Up
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 02.05.2021 |
ITW
|
ITW: Model Proven in 2020, Playing Offense in 2021
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 02.05.2021 |
ALLE
|
EE/MI: Chart of the Day - ASSA Q4 Read-through to ALLE
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 02.05.2021 |
TT
|
TT: Solid Beat and Guide, Cycle Turn
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 02.04.2021 |
FTV
|
FTV: Q4 Beat, Solid Guide
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 02.04.2021 |
NVT
|
EE/MI: Chart of the Day - THR Reads to NVT Thermal
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 02.04.2021 |
PH
|
PH: Big Beat & Raise, Industrial Orders Positive
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 02.04.2021 |
ABB
|
ABB: Q4 Basically In line, Muted Outlook
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 02.03.2021 |
SIE-DE
|
SIE-DE: Big FQ1 Beat - Growth and Margins Standout
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 02.02.2021 |
EMR
|
EMR: Solid Execution, Passing the Baton
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 02.02.2021 |
HUBB
|
HUBB: Outlook Firming, Bolt-ons Moving the Needle
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 02.02.2021 |
ETN
|
ETN: Cyclical Recovery and Portfolio Transformation
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 02.02.2021 |
LII
|
LII: Q4 Beat, Resi Strong, Commercial Backlogs Firming
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 02.02.2021 |
EMR
|
EMR: FQ1 Beat and Raise on Firming Top Line and Margins
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 02.01.2021 |
OTIS
|
OTIS: Bumping 2021 Outlook
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 02.01.2021 |
ETN
|
ETN: M&A Pipeline Fueled Up
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 01.29.2021 |
JCI
|
JCI: Consistently Putting Points on the Board
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 01.29.2021 |
HON
|
HON: Solid 2020 Execution, Set-Up for Recovery
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 01.29.2021 |
ETN
|
ETN: Data Center Deal "Tripps" All The Positive Metrics
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 01.29.2021 |
ROP
|
ROP: Headline Beat, Mixed Operationally
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 01.29.2021 |
JCI
|
JCI: FQ1 Beat, Solid Margin and FCF Execution
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 01.28.2021 |
SWK
|
SWK: Impressive Execution, All Cylinders Starting to Fire
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 01.28.2021 |
DOV
|
DOV: Passing 2020 "Exam" Advances Move Toward Compounder Class
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 01.28.2021 |
SWK
|
SWK: Strong Beat and Guide, Tools Power On
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 01.27.2021 |
SIE-DE
|
EE/MI: Chart(s) of the Day - SIE Digital Industries Outgrowing ROK
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 01.26.2021 |
GE
|
GE: Cautious Outlook Into 2021
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 01.26.2021 |
ROK
|
ROK: Recovery Unfolding, Results Don't Clear High Bar
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 01.26.2021 |
MMM
|
MMM: Q4 Beat Fueled By Safety & Industrial
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 01.22.2021 |
DD
|
DD: PFAS Looks Largely Ring Fenced
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 01.21.2021 |
SIE-DE
|
SIE-DE: Broad-Based Positive Pre-Announcement
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 01.21.2021 |
ABB
|
EE/MI: Q4 Distributor Survey - Baby Steps into the New Year
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 01.21.2021 |
AIR-FR
|
Vertical Research Partners Top Picks - VRP Top Picks for 2021
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 01.19.2021 |
MMM
|
EE/MI: Chart(s) of the Day - Semiconductor Demand Surge
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 01.19.2021 |
ITW
|
ITW: Accretive Test & Measurement Deal Could Signal More to Come
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 01.19.2021 |
MMM
|
EE/MI: Q4 Preview-Looking to 2021
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 01.15.2021 |
SWK
|
SWK: Vertical View - Industrial Segment
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 01.14.2021 |
ALLE
|
EE/MI: Non-Resi Green Shoots
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 01.13.2021 |
DD
|
DD: Tactical Downgrade on Technical Strength
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 01.12.2021 |
ITW
|
ITW: Food for Thought
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 01.07.2021 |
AYI
|
AYI: FQ1 Beat, Holding Gross Margins
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 01.07.2021 |
JCI
|
JCI: Satisfyingly Small PFAS Settlement
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 01.06.2021 |
MMM
|
EE/MI: Quick Thoughts on Potential Return to Blue Wave
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 01.04.2021 |
MMM
|
EE/MI: 2021 Outlook - 2020 Hindsight Never Looked So Good
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 12.22.2020 |
HON
|
HON: Acquisition in Healthcare Vertical Software
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 12.21.2020 |
PH
|
PH: Read-Through from Enerpac's FQ1
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 12.17.2020 |
CARR
|
EE/MI: Chart(s) of the Day - Red Hot Resi HVAC Reload Continues in Q4
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 12.17.2020 |
EMR
|
EMR: Orders Firming, Price/Cost on Watch List
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 12.16.2020 |
LII
|
LII: 2021 Outlook Anticipates Demand Normalization
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 12.16.2020 |
SWK
|
SWK: Another Beat, Focus on 2021 Upside
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 12.15.2020 |
DD
|
DD: Battleground - Nearing IFF Deal Completion
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 12.14.2020 |
TT
|
TT: Investor Day With Focus on ESG and Growth Algorithm
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 12.11.2020 |
SWK
|
SWK: A look at 2021 Tools Comps
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 12.09.2020 |
JCI
|
EE/MI: Chart of the Day - Warm Early Winter Clouds Furnace Demand
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 12.08.2020 |
GE
|
GE: Q4 Stock Bounce Forces Further View Into the Future
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 12.08.2020 |
MMM
|
EE/MI: ABC Survey Shows Worsening Contractor Confidence on Project Softness
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 12.08.2020 |
ABB
|
EE/MI: CapX and New Orders Implications for Automation and Electrical
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 12.07.2020 |
CARR
|
CARR: More Beijer-Driven Balance Sheet Repair
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 12.07.2020 |
VRT
|
VRT: Working the Warrant Math
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 12.04.2020 |
PH
|
EE/MI: DCI Filtration Read-Through to PH
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 12.04.2020 |
ABB
|
EE/MI: Vertical View - EV Exposures and Opportunities
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 12.02.2020 |
VNT
|
EE/MI: End-Market and Cycle Pulse into Year-End
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 12.01.2020 |
HON
|
HON: Driving Value - Wash, Rinse and Repeat
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 12.01.2020 |
ABB
|
EE/MI: Energy is the Weak Link in Late Cycle
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 11.24.2020 |
JCI
|
JCI: Battleground - Fighting for Re-Rate
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 11.20.2020 |
MMM
|
EE/MI: Cycle Pulse Check - Peak PMI Pressure
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 11.19.2020 |
DOV
|
DOV: Plenty of Gas to Power Through EMV
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 11.19.2020 |
ABB
|
ABB: Cautious on Sales, Focused on Margins
|
Electrical Equipment & Multi-Industry |
Sell |
|
| 11.18.2020 |
SWK
|
SWK: Fireside Chat Confirm Red Hot Business
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 11.18.2020 |
OTIS
|
OTIS: Serving Up An Even Stickier Business Model
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 11.18.2020 |
VRT
|
VRT: Buy - Self-Help with Secular Tailwind
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 11.17.2020 |
ROK
|
ROK: Automation Fair Focus on Software/Services
|
Electrical Equipment & Multi-Industry |
Sell |
|
| 11.13.2020 |
MMM
|
EE/MI: Chart(s) of the Day - Resi HVAC Channel Re-Fill May be Largely Complete
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 11.12.2020 |
SIE-DE
|
SIE-DE: FQ4 Beat, Cash Execution, 2021 Caution
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 11.11.2020 |
MMM
|
EE/MI : ABC Survey Shows Improving Non-Resi Sentiment
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 11.11.2020 |
GE
|
EE/MI: GE Turbine Share Snaps Back Through 9M
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 11.11.2020 |
MMM
|
EE/MI: Post Election, Q3 Wrap - Forging Ahead
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 11.10.2020 |
ROK
|
ROK: Ferrari Multiple on Chevy Growth
|
Electrical Equipment & Multi-Industry |
Sell |
|
| 11.05.2020 |
PH
|
PH: Solid Execution, Raising the Bar
|
Electrical Equipment & Multi-Industry |
Hold |
|
