| 10.20.2021 |
WSO
|
WSO: Headline Beat, Normal Seasonal Sales and Inventory Patterns
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 10.19.2021 |
DOV
|
DOV: Another Step Toward Compounder Graduation
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 10.19.2021 |
DOV
|
DOV: Q3 Beat, Solid Bookings and Backlog
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 10.18.2021 |
MMM
|
EE/MI: Early Reads into Earnings
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 10.15.2021 |
ABB
|
EE/MI: Q3 Distributor Survey - "Learning on the Run" as Pricing Picks Up
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 10.13.2021 |
MMM
|
EE/MI: September 2021 ABC Survey - Strong But Moderating Outlook
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 10.12.2021 |
DOV
|
DOV: Niche Divesture of Food Equipment
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 10.11.2021 |
EMR
|
EMR: AZPN Deal Charts A New Course
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 10.07.2021 |
EMR
|
EMR: Quick Thoughts on Aspen Tech Deal Speculation
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 10.06.2021 |
AYI
|
AYI: Solid Beat - Lighting A Path Through Supply Chain Obstacles
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 10.06.2021 |
MMM
|
EE/MI: Chart of the Day - Divestiture Candidates
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 10.04.2021 |
ROP
|
ROP: TransCore Sold, More Portfolio Moves Ahead?
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 10.01.2021 |
ALLE
|
ALLE: Q3 Miss on Supply Chain and Semi Issues
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 10.01.2021 |
MMM
|
EE/MI: Q3 Preview: Tip Toeing Through the Supply Chain Minefield
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 09.30.2021 |
ABB
|
EE/MI: Vertical View - Auto Outlook is not on Auto Pilot
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 09.29.2021 |
PH
|
PH: Read-Through from Enerpac's FQ4
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 09.28.2021 |
CARR
|
EE/MI: Residential HVAC - Cautious on Comparisons
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 09.23.2021 |
GE
|
GE: Healthcare Deal a Health Check?
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 09.23.2021 |
OTIS
|
OTIS: Consolidation of Zardoya (Spain)
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 09.22.2021 |
MMM
|
EE/MI: Chart of the Day - August 2021 ABI Reads Positive to Non-Resi
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 09.22.2021 |
MMM
|
EE/MI: Chart(s) of the Day - Inflation Update
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 09.20.2021 |
MMM
|
EE/MI: Chart of the Day - Examining China Sales Exposures
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 09.20.2021 |
OTIS
|
EE/MI: Elevator Chartbook September 2021
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 09.17.2021 |
OTIS
|
EE/MI: Chart of the Day - Otis China Exposure
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 09.15.2021 |
MMM
|
EE/MI: August 2021 ABC Survey - Inflationary Pressures=Project Uncertainty
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 09.15.2021 |
DOV
|
EE/MI: Mo' Flow for DOV, IR and IEX
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 09.13.2021 |
MMM
|
VRP Conference: Supply Chains Throttle Growth Despite Robust Demand
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 09.08.2021 |
JCI
|
JCI: Healthy Buildings and Service Drive High Teens+ EPS CAGR Outlook
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 09.08.2021 |
VRT
|
VRT: Outlook Cut on Inflation/Supply. M&A Boosts Served Market
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 09.08.2021 |
JCI
|
JCI: New Targets Put $5 in '25 in Reach
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 09.07.2021 |
PH
|
PH: Prevails with Meggitt Bid as TDG Walks
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 09.02.2021 |
IR
|
IR: Capital Plan Supports "Graduation" to Core Industrial Quality
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 08.31.2021 |
JCI
|
JCI: A Path to $5 in '25
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 08.30.2021 |
EMR
|
EE/MI: Quick Perspective on Historical Storm Impacts
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 08.26.2021 |
MMM
|
EE/MI: Chart of the Day: Correction - Surprises? Not Too Surprising
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 08.25.2021 |
ABB
|
EE/MI: Automation Recap
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 08.23.2021 |
FTV
|
FTV: Vertical View - Precision Technologies
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 08.16.2021 |
MMM
|
EE/MI: Chart of the Day - Gauging Guidance
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 08.13.2021 |
MMM
|
EE/MI : July 2021 ABC Survey - Expectations Tick Down, Strong Outlook Intact
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 08.12.2021 |
MMM
|
EE/MI: Q2 Wrap - Dawn of a New Cycle
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 08.09.2021 |
GE
|
EE/MI: Chart of the Day - GE Turbine Share Up Through H1
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 08.05.2021 |
PH
|
PH: Playing for $25 in '25
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 08.05.2021 |
SIE-DE
|
SIE-DE: FQ3 Beat, Broad-Based Performance
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 08.04.2021 |
TT
|
TT: Supply Constraints Truncate 2021 Upside, Push to 2022
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 08.04.2021 |
EMR
|
EMR: Solid FQ3 - Putting Options on the Table
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 08.04.2021 |
EMR
|
EMR: Beat and Raise as Projects Gain Traction
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 08.03.2021 |
IR
|
IR: Buyback Plus Deals as KKR Exits
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 08.03.2021 |
NVT
|
NVT: Solid Price Execution Underpins Beat and Raise
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 08.03.2021 |
AME
|
AME: Solid Q2 and Outlook on Broadening Recovery
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 08.03.2021 |
ETN
|
ETN: Q2 Beat and Raise, Cyclical and Secular Tailwinds
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 08.03.2021 |
DD
|
DD: Solid Beat and Raise, Lagging FCF
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 08.03.2021 |
AME
|
EE/MI: Quick Earnings Reads - AME, DD, ETN and NVT
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 08.02.2021 |
MMM
|
EE/MI: Chart of the Day - Q221 Organic Sales Scorecard
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 08.02.2021 |
PH
|
PH: Fine Tuning MGGT Deal Math
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 08.02.2021 |
PH
|
PH: Deal to Acquire Meggitt. Doubles Aerospace Business
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 07.30.2021 |
ITW
|
ITW: Q2 Basically In Line, Demand Surge Drives Backlog Growth
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 07.30.2021 |
JCI
|
JCI: Advancing the Ball
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 07.30.2021 |
SU-FR
|
SU-FR: Solid Beat Driven By Electrical
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 07.30.2021 |
FTV
|
FTV: Q2 Beat - Strong Incrementals, Positive Price/Cost
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 07.29.2021 |
IR
|
IR: Q2 Beat, Solid Price Execution and Healthy M&A Funnel
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 07.29.2021 |
CARR
|
CARR: Solid Execution and Portfolio Action
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 07.28.2021 |
IR
|
IR: Modest Beat and Raise, Robust Orders & Deal Pipeline
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 07.28.2021 |
VRT
|
VRT: Robust Demand and Lagging Price Sets Up 2022
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 07.28.2021 |
IEX
|
IEX: Miss and Raise on Robust Orders
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 07.27.2021 |
GE
|
GE: Q2 Adjusted Cash Beat, Out Years Still In the Zone
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 07.27.2021 |
SWK
|
SWK: Solid Beat and Raise, MTD Gets Trimmed
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 07.27.2021 |
HUBB
|
HUBB: Robust Revenue Recovery, Utility OP Miss on Price/Cost
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 07.27.2021 |
GE
|
EE/MI: Quick Earnings Reads - GE, MMM, ROK, SWK
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 07.26.2021 |
LII
|
LII: Replacement Displacement - Sell
|
Electrical Equipment & Multi-Industry |
Sell |
|
| 07.26.2021 |
OTIS
|
OTIS: 2024 Bull Case Morphing to Base Case
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 07.26.2021 |
LII
|
LII: Q2 Beat, H2 Comps Loom
|
Electrical Equipment & Multi-Industry |
Sell |
|
| 07.23.2021 |
HON
|
HON: Q2 Beat, Late Cycle Drivers Lining Up
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 07.23.2021 |
ROP
|
ROP: Modest Beat and Raise
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 07.22.2021 |
WSO
|
WSO: Strong Q2 Beat, Mind Tough Resi Comps Ahead
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 07.22.2021 |
ABB
|
ABB: Modest OP Beat, Broadening Recovery
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 07.22.2021 |
ALLE
|
ALLE: Miss Versus VRP, In Line With Street
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 07.21.2021 |
MMM
|
EE/MI: Chart of the Day - June ABI Reads Positive to Non-Resi
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 07.20.2021 |
DOV
|
DOV: Q2 Beat: Another Step toward Compounder Graduation
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 07.20.2021 |
DOV
|
DOV: Solid Beat and Raise - Backlogs Up
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 07.19.2021 |
ALLE
|
ALLE: Chart of the Day - ASSA Americas Reads Positive to ALLE Americas
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 07.19.2021 |
VNT
|
VNT: Positive Preannouncement, Acquires DRB Systems
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 07.19.2021 |
IR
|
IR: Deal Target?-Going for the FLOW
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 07.15.2021 |
ABB
|
EE/MI: Q2 Distributor Survey - Solid Snapback with Pricing Power
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 07.14.2021 |
MMM
|
EE/MI: June 2021 ABC Survey - Contractors "Constructive" On H221
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 07.14.2021 |
LII
|
LII: Guide Raise, CEO Retirement Suggests Sale Unlikely
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 07.12.2021 |
FTV
|
FTV: Software Deal, Q2 Upside
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 07.09.2021 |
CARR
|
EE/MI: Chart of the Day - Resi HVAC - Robust, But Plateauing?
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 07.08.2021 |
MMM
|
EE/MI: Q2 Preview - The Beats Go On
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 07.01.2021 |
AYI
|
AYI: Takeaways from FQ321 Earnings/2021 Investor Day
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 07.01.2021 |
AYI
|
AYI: Gross Margins Continue to Improve, Investor Day at 9AM
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 07.01.2021 |
IR
|
IR: Vertical View - Industrial Technologies and Services Segment
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 06.30.2021 |
MMM
|
EE/MI: Don't Fear the Taper
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 06.29.2021 |
PH
|
PH: Read-Through from Enerpac's FQ3
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 06.25.2021 |
ROK
|
ROK: Software Flex with Plex
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 06.24.2021 |
SIE-DE
|
SIE-DE: Raising the Bar on Performance Metrics
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 06.24.2021 |
OTIS
|
OTIS/KNEBV-FI: Examining the Value Gap
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 06.23.2021 |
GE
|
GE: Aviation at VRP Virtual Paris Airshow
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 06.22.2021 |
ETN
|
EE/MI: Chart of the Day - Deeper Dive Into T&D
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 06.21.2021 |
IR
|
IR: Seepex Acquisition Strengthens Precision & Science Portfolio
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 06.21.2021 |
MMM
|
EE/MI : F/X Update - Looking for a Translation
|
Electrical Equipment & Multi-Industry |
N/A |
|
