| 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 |
|
| 06.17.2021 |
IR
|
IR: Upgrade to Buy - Balance Sheet Could Air it Out
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 06.16.2021 |
SWK
|
SWK: Conquering the Comps
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 06.15.2021 |
MMM
|
EE/MI : May 2021 ABC Survey - Contractor Optimism Continues
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 06.14.2021 |
JCI
|
EE/MI: Chart(s) of the Day - April AHRI and HARDI Data Strong, Mind Seasonally Weak Q3 in HVAC
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 06.11.2021 |
FTV
|
FTV: Vertical View - Intelligent Operating Solutions Segment
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 06.10.2021 |
ETN
|
EE/MI - Utilities & Power: Vertical View - T&D Outlook Still Robust
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 06.08.2021 |
HON
|
HON: A Quantum Step toward Monetization
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 06.08.2021 |
ETN
|
EE/MI: Data Center REIT Capital Spending and Strategic Action
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 06.04.2021 |
MMM
|
EE/MI: Chart of the Day - Revision Review Highlights GE Erosion
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 06.03.2021 |
OTIS
|
OTIS: Late Cycle Self-Help Play - $5 FCF in 2024?
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 06.02.2021 |
PH
|
EE/MI: Chart of the Day - DCI Filtration Read-Through to PH
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 06.02.2021 |
MMM
|
EE/MI: Multi-Industry Valuation Monitor - June 2021
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 06.01.2021 |
LII
|
LII: Downgrade to Sell - Resi Comps Too Hot to Handle
|
Electrical Equipment & Multi-Industry |
Sell |
|
| 05.26.2021 |
MMM
|
EE/MI: Chart of the Day - Non-Resi Green Shoots
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 05.25.2021 |
CARR
|
CARR: Chubb on the Bubble
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 05.24.2021 |
MMM
|
EE/MI: Vertical View - 5G, DC, and Edge Chartbook
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 05.19.2021 |
FTV
|
FTV: Meeting Highlights - Compounding Business Profile
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 05.19.2021 |
MMM
|
MMM: Vertical View - Transportation and Electronics Segment
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 05.18.2021 |
MMM
|
EE/MI & Flow Control: Vertical View - M&A Deep Dive
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 05.13.2021 |
SWK
|
SWK: Feeding the Growth Machine
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 05.12.2021 |
GE
|
GE: Weak Q1 Turbine Orders and Utilization
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 05.11.2021 |
MMM
|
EE/MI: April 2021 ABC Survey - Outlook Remains Positive
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 05.11.2021 |
MMM
|
EE/MI: Q1 Wrap: What a Difference a Year Makes
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 05.07.2021 |
SIE-DE
|
SIE-DE: FQ2 Beat, Automation Leads the Industry
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 05.06.2021 |
VNT
|
VNT: Solid Beat, Tools Have Torque
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 05.05.2021 |
TT
|
TT: Transport Ramping as Commercial Gains Traction
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 05.05.2021 |
EMR
|
EMR: FQ2 Beat, In the "Process" of Turning
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 05.05.2021 |
TT
|
TT: Big Q1 Beat-Resi and Transport Lead the Way
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 05.04.2021 |
ETN
|
ETN: Shifting Into Higher Gear
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 05.04.2021 |
DD
|
DD: Solid Q1, Delivering on Deliverables
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 05.04.2021 |
ETN
|
ETN: Q1 Beat and Raise - Electrical Has the Juice
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 05.03.2021 |
LII
|
EE/MI: Chart(s) of the Day - Q121 Organic Sales - Pair SWK vs LII
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 04.30.2021 |
JCI
|
JCI: Transformation Gaining Momentum
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 04.30.2021 |
ITW
|
ITW: Raising the Bar on Operational Execution
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 04.30.2021 |
JCI
|
JCI: Solid Beat and Raise - Shooting for $4 in 2023
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 04.29.2021 |
CARR
|
CARR: Robust Resi, Commercial Turn
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 04.29.2021 |
PH
|
PH: Solid FQ3, Continued Transformation
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 04.29.2021 |
NVT
|
NVT: Q121 Beat, FY21 Guide Raise
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 04.28.2021 |
IR
|
IR: Solid Beat, Modest Raise
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 04.28.2021 |
VRT
|
VRT: Robust Q1, Demand Broadening Out
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 04.28.2021 |
ROK
|
ROK: Solid FQ2 Beat, Inflecting to Growth
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 04.28.2021 |
SWK
|
SWK: Huge Q1 Beat, Full Steam Ahead
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 04.28.2021 |
KNEBV-FI
|
EE/MI: Quick Earnings Reads - KONE, ROK, SWK and VRT
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 04.27.2021 |
GE
|
GE: Grinding Along
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 04.27.2021 |
MMM
|
MMM: Q1 Beat, Cautious View On Outlook
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 04.27.2021 |
HUBB
|
HUBB: Q1 Bottom, Order Books Filling Up
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 04.27.2021 |
MMM
|
EE/MI: Quick Earnings Reads - ABB, GE, MMM, ROP, SU
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 04.26.2021 |
LII
|
LII: Resi Comps Now Too Hot to Handle
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 04.26.2021 |
OTIS
|
OTIS: Pivot to Growth
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 04.26.2021 |
LII
|
LII: Q1 Resi Blow-out
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 04.23.2021 |
HON
|
HON: Bumping Estimates, Late Cycle Lag
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 04.23.2021 |
HON
|
HON: Q1 Beat and Raise, End Market Cross Currents
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 04.22.2021 |
WSO
|
WSO: Strong Q1 Beat, Positive HVAC Reads
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 04.22.2021 |
ALLE
|
ALLE: Solid Q1, Cycle Bottoming
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 04.22.2021 |
WSO
|
WSO: Big Q1 Beat. HVAC Running Hot
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 04.22.2021 |
ALLE
|
ALLE: Q1 Beat on Resi, International
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 04.21.2021 |
ITW
|
ITW: Food for Thought on MIDD/WBT Deal
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 04.21.2021 |
MMM
|
EE/MI: Chart(s) of the Day - ABI Posts Highest Reading Since 2007
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 04.20.2021 |
DOV
|
DOV: 2022 Arrives a Year Early, DOV Continues to Arrive
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 04.20.2021 |
DOV
|
DOV: Crushes Q1. 2022 Estimates in Reach in 2021
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 04.16.2021 |
MMM
|
EE/MI: Chart of the Day - Residential Construction Still Running Hot
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 04.16.2021 |
ABB
|
EE/MI: Q1 Distributor Survey - Momentum Building
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 04.15.2021 |
SIE-DE
|
EE/MI: Seeking Semiconductor Sovereignty
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 04.13.2021 |
ABB
|
EE/MI: March 2021 ABC Survey - Contractors Remain Optimistic on the Outlook
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 04.13.2021 |
PH
|
PH: Vertical View - Diversified Industrial Segment
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 04.12.2021 |
IR
|
IR: Specialty Vehicle Sold, Power Tools & Lifting Next?
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 04.09.2021 |
JCI
|
JCI: Hot Data Center Deal at a Cool Price
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 04.06.2021 |
MMM
|
EE/MI: Q1 Preview: Out with the Reverse Square Root, In with the V
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 04.01.2021 |
EMR
|
EMR: Vertical View - Tools & Home Products Sub-Segment
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 03.31.2021 |
AYI
|
AYI: FQ2 Beat on Solid Gross Margin Performance
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 03.30.2021 |
OTIS
|
OTIS: ESG Focused Fireside Chat, Service Opportunities Ahead
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 03.29.2021 |
SWK
|
SWK: Electrification Play in Outdoor Power Equipment
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 03.25.2021 |
VRT
|
VRT: Fireside Chat Highlights Hot Market Opportunities
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 03.24.2021 |
PH
|
PH: Read-Through from Enerpac's FQ2
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 03.24.2021 |
MMM
|
EE/MI: Multi-Industry Valuation Monitor - March 2021
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 03.23.2021 |
EMR
|
EE/MI: Chart(s) of the Day - Resi Data Illustrates Hot Market
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 03.22.2021 |
MMM
|
EE/MI: Solving the Price/Cost Equation
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 03.19.2021 |
GE
|
GE: A Closer Look at Working Capital
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 03.18.2021 |
ITW
|
ITW: Constructive on Construction
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 03.16.2021 |
MMM
|
EE/MI: Slicing Segment Performance
|
Electrical Equipment & Multi-Industry |
N/A |
|
