| 01.31.2019 |
GE
|
GE: Downgrade to Hold-Uncertain Path Through 2019
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 01.31.2019 |
XYL
|
XYL: Strong Q4 Sales and Orders, OP Below Expectations
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 01.31.2019 |
NVT
|
NVT: Q4 Miss on Margins
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 01.31.2019 |
GE
|
GE: Power Ugly, But Better Cash Flow Should Win the Day
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 01.30.2019 |
IR
|
IR: Strong Execution, Robust Orders and Share Gains Will Drive 2019
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 01.30.2019 |
EMR
|
EMR: Automation Orders Point To Solid Earning Outlook
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 01.30.2019 |
SIE-DE
|
SIE-DE: FQ1 Light, Orders Robust. Power Bottoming?
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 01.30.2019 |
IR
|
IR: Q4 Basically In Line, Robust Orders Point to Solid 2019
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 01.29.2019 |
IEX
|
IEX: Q4 Operationally Light; Orders/Sales Decelerate
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 01.29.2019 |
DOV
|
DOV: Buy-2020 Arrives A Year Early
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 01.29.2019 |
PNR
|
PNR: Solid '18 Close; '19 Assumes Accelerating Flow/Filt. Growth
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 01.29.2019 |
DOV
|
DOV: Slight Q4 Miss, Big Upside Guide
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 01.29.2019 |
PNR
|
PNR: In Line Q4 and FY Guide
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 01.28.2019 |
CR
|
CR: 8% of Sales Masks an Otherwise Solid Q4
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 01.28.2019 |
IR
|
IR: Reads from Atlas and CCS
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 01.25.2019 |
GE
|
GE: Expedited WAB Deal Boosts Cash and Avoids Shutdown Delay
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 01.24.2019 |
MMM
|
EE/MI: Peer Earnings Tidbits Ahead of the Earnings Storm
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 01.23.2019 |
UTX
|
UTX: Solid Outlook, But Cash Constrained
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 01.23.2019 |
UTX
|
UTX: Q4 OP Beat, Minding Cash and Segments in 2019
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 01.22.2019 |
SWK
|
SWK: Hostage To Trade Amid Macro Uncertainty
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 01.17.2019 |
ABB
|
EE/MI: Q4 Distributor Survey - Price Strong, Volumes Steady
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 01.16.2019 |
JCI
|
EE/MI: AHR Expo Offers Generally Positive View for '19, Potential P/C Tailwinds
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 01.15.2019 |
AIR-FR
|
Vertical Research Partners Top Picks - VRP Top Picks for 2019
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 01.15.2019 |
HUBB
|
EE/MI: Q4 Preview - Storm Before the Calm
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 01.10.2019 |
ABB
|
ABB: Downgrade to Sell - Near Term Headwinds, EPS and Cash Flow Cuts
|
Electrical Equipment & Multi-Industry |
Sell |
|
| 01.09.2019 |
AYI
|
AYI: FQ1 EPS Beat; Volume and P/M Stabilize Further
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 01.07.2019 |
GE
|
GE: GECAS Exit Would Accelerate De-Risk of GECC
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 01.04.2019 |
AME
|
Flow Control: 2019 Outlook - Navigating an Oil Spill
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 01.02.2019 |
MMM
|
EE/MI: 2019 Outlook - Is it Cycle or Psychological?
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 12.20.2018 |
GE
|
EE/MI: Chart of the Day - Power Market Firms Up In USA
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 12.19.2018 |
MMM
|
MMM: Boosting Healthcare AI with M*Modal Deal
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 12.19.2018 |
GE
|
GE: Upgrade to Buy - Darkness before Dawn or Midnight?
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 12.17.2018 |
ABB
|
ABB: Goes off The Grid, Realigns and Simplifies
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 12.14.2018 |
FLS
|
FLS: Investor Day - Progress Being Made, Details Lacking; Upgrade to Hold
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 12.12.2018 |
LII
|
LII: 2019 Outlook - Pushing Through the Headwinds, Literally
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 12.11.2018 |
IR
|
EE/MI: Launching Buildings/Construction Chartbook - a Slow Grind Higher
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 12.07.2018 |
ITW
|
ITW: Reasonable Guide, Growth Puzzle
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 12.06.2018 |
ETN
|
EE/MI: Vertical View - Data Centers Still Running Hot
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 12.05.2018 |
MMM
|
EE/MI: Business Mix Chartbook
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 12.04.2018 |
GE
|
GE: SAF Read on LEAP - Cash/Earnings Implications
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 12.03.2018 |
MMM
|
EE/MI: Tariff Truce Heals Some Industrial Wounds
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 12.03.2018 |
AME
|
Flow Control: Quick Thoughts - Finding Some Relief on Tariff Tensions
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 11.29.2018 |
FTV
|
EE/MI: Closer Look at Semiconductor/Electronics; Spending Could Slow Further
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 11.27.2018 |
UTX
|
UTX: Post Call Color, Stock Likely in Holding Pattern
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 11.27.2018 |
UTX
|
UTX: COL Close Drives 3-Way Break-Up
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 11.26.2018 |
HON
|
EE/MI: Chart of the Day - Navigating Lower Oil
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 11.26.2018 |
ABB
|
EE/MI: Q318 Automation Chartbook
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 11.20.2018 |
NVT
|
NVT: Solid Execution, Upside Optionality
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 11.20.2018 |
GE
|
GE: Working Capital Is Overworked, Creating Future Cash Flow Headwinds
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 11.16.2018 |
MMM
|
MMM: Trying to Stick the Growth Algorithm
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 11.16.2018 |
ROK
|
ROK: Automation Fair and Investor Day - Growth in Focus
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 11.15.2018 |
HON
|
EE/MI: Takeaways from ISC East Security Show
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 11.13.2018 |
FLOW
|
VRP: Electrical Equipment & Multi-Industry - Chart of the Day - Mind Oil's Path
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 11.13.2018 |
JCI
|
VRP: Johnson Controls, Inc. - Attractive Power Exit, But Relative Value Full Post Actions
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 11.13.2018 |
GE
|
VRP: General Electric Co - Taps BHGE Stake For Approximately $3 Billion
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 11.12.2018 |
AME
|
VRP: Electrical Equipment & Multi-Industry - Spigot Flowing - Sell FLS; Buy AME, CR, ITT
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 11.12.2018 |
EMR
|
VRP: Electrical Equipment & Multi-Industry - Chart of the Day: Organic Growth Scorecard
|
Electrical Equipment & Multi-Industry |
hold |
|
| 10.08.2018 |
XYL
|
XYL: "Pumped" Up Valuation, Potential Muni Wobble Injects Risk; Downgrade to Sell
|
Electrical Equipment & Multi-Industry |
Sell |
|
| 10.21.2016 |
GE
|
GE: Bridge to 2018 Built on Non-Cash Alstom Earnings?
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 09.23.2016 |
SIE-DE
|
EE/MI: Balance Sheets Generally Solid, But Pensions Cause Some Restraint
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 07.25.2016 |
ROP
|
ROP: Q2 OP Miss and Lowered Full Year
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 07.18.2016 |
AME
|
AME: Searching for the Lost Premium; Assume With Hold Rating, $50 PT
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 05.09.2016 |
IR
|
IR: Climate Running Hot and It's Only Spring
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 11.20.2015 |
SIE-DE
|
EE/MI: Macro Overwhelms Micro in Automation
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 09.28.2015 |
DHR
|
EE/MI: Downside Sensitivities to Trough EPS
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 09.28.2015 |
SPXC
|
SPXC: Don't Snub the Stub, Initiate with Buy
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 09.21.2015 |
DOV
|
EE/MI: New Normal No-Man's Land
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 09.18.2015 |
LII
|
EE/MI: Price/Cost Threatens Industrial Profits
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 09.13.2015 |
DOV
|
VRP Industrial Conference: Trends Challenging, But No Summer Trap Door
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 08.05.2015 |
SU-FR
|
EE/MI: Industrials - The Living Dead or Just Dead?
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 02.26.2015 |
SU-FR
|
EE/MI: U.S. Power Markets Healing, but Well Short of Full Strength
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 02.24.2015 |
DHR
|
EE/MI: End of Cycle Fears, Oil Jitters Limit Automation Valuations
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 02.10.2015 |
IR
|
Resi HVAC: Recharged Replacement Supports Recovery Runway
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 01.04.2015 |
TYC
|
EE/MI: 2015 Outlook - Running the Obstacle Course
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 09.24.2014 |
ALLE
|
EE/MI: "Monitoring" Global Security, What to Expect From ASIS Security Show
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 09.19.2014 |
LII
|
LII: Estimates Need To Cool Down, Assume Coverage At Hold
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 09.07.2014 |
PH
|
VRP Conference Wrap - Slow Grind Continues
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 06.05.2014 |
EMR
|
HVAC: Gauging Impact of Regional Efficiency Standards
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 06.04.2014 |
GE
|
Gas Turbines: Better Mousetraps Waiting On Better Demand
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 05.28.2014 |
IR
|
EE/MI: Lighting Outlook - LED Lights up Energy Retrofit
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 05.11.2014 |
IR
|
EE/MI: Data Center Outlook - 'Cloud'y With Temperatures Rising
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 04.01.2014 |
JCI
|
JCI: Controlling Its Transition to Multi-Industry
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 03.12.2014 |
SWK
|
SWK: Does Stanley Work?
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 12.03.2013 |
SIE-DE
|
EE/MI: Vertical View On Global Industrial Automation
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 12.01.2013 |
UTX
|
Global Elevators: A Three Speed World
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 09.16.2013 |
HUBB
|
Vertical View on Solar: The Sun is Rising But Could Cloud T&D
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 08.19.2013 |
HON
|
EEMI: Utility Transmission, Rubber Boots Required
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 06.28.2013 |
TYC
|
EE/MI: Don't Fear the Taper
|
Electrical Equipment & Multi-Industry |
N/A |
|
