| 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 |
|
| 11.05.2020 |
PH
|
PH: Big Beat and Raise
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 11.04.2020 |
MMM
|
EE/MI: Gridlock Appears the Clear Winner
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 11.03.2020 |
JCI
|
JCI: Solid Execution, $3 in View for FY 2022
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 11.03.2020 |
ETN
|
ETN: Resilient Q3, Solid Execution
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 11.03.2020 |
JCI
|
JCI: FQ4 Beat-Execution Track Record Growing
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 11.03.2020 |
ETN
|
ETN: Q3 Beat, Solid Margins and Cash Flow
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 11.02.2020 |
IR
|
IR: Solid Q3 Beat on Margin Execution
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 10.30.2020 |
NVT
|
NVT: Q3 Beat, Thermal Running Cold
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 10.30.2020 |
HON
|
HON: Raising Estimates - $7, $8, $9 (Maybe $10)
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 10.30.2020 |
HON
|
HON: Q3 Beat and Raise - Muscling Through
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 10.29.2020 |
CARR
|
CARR: Resi the "Carrier" of Q3 Success
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 10.29.2020 |
DD
|
DD: Three in a Row - Raising Estimates
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 10.29.2020 |
CARR
|
CARR: Big Resi Beat
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 10.29.2020 |
DD
|
DD: Q3 Beat on Auto & Electronics
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 10.28.2020 |
GE
|
GE: Battleship Slowly Starting To Turn
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 10.28.2020 |
TT
|
TT: Raising Estimates on Excellent Execution
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 10.28.2020 |
TT
|
TT: Q3 Big Beat, Bookings Pave a Path Higher
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 10.28.2020 |
GE
|
GE: OP Beat, FCF Positive, Orders Grim
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 10.28.2020 |
FTV
|
FTV: Q3 Beat, Robust FCF in Focus
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 10.27.2020 |
HUBB
|
HUBB: Utility Powers Earnings Upside
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 10.27.2020 |
SWK
|
SWK: Structural Margin Improvement Adds $1 to 2021 EPS Outlook
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 10.27.2020 |
ROP
|
ROP: Slow Software Growth Weighs on Valuation
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 10.27.2020 |
HUBB
|
EE/MI : Quick Earnings Reads - SWK, HUBB, MMM, ROP
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 10.26.2020 |
OTIS
|
OTIS: Raising Numbers, Consistent Execution
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 10.26.2020 |
OTIS
|
OTIS: Q3 Beat-Service Margins Move to Higher Floor
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 10.23.2020 |
ITW
|
ITW: Solid Q3 - Business Model Aces the Test
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 10.23.2020 |
ABB
|
ABB: Headline Beat, Muted Momentum
|
Electrical Equipment & Multi-Industry |
Sell |
|
| 10.23.2020 |
ITW
|
ITW: Q3 Beat and Raise
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 10.22.2020 |
ALLE
|
ALLE: Raising Numbers, But 2021 Outlook Unsecured
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 10.22.2020 |
WSO
|
WSO: Sales In Line, OP Ahead
|
Electrical Equipment & Multi-Industry |
Sell |
|
| 10.22.2020 |
SU-FR
|
SU-FR: Solid Q3 - Electrically Charged
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 10.22.2020 |
ALLE
|
ALLE: Q3 Beat on Top Line and Margins
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 10.22.2020 |
KNEBV-FI
|
KNEBV-FI: Solid Q3 Led By China
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 10.21.2020 |
MMM
|
EE/MI: Charts of the Day - Navigating the Reverse Square Root Recovery
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 10.21.2020 |
ALLE
|
EE/MI: Chart of the Day - ASSA Read to ALLE Americas
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 10.20.2020 |
DOV
|
DOV: Raising the Bar, Graduating to a Higher Grade
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 10.20.2020 |
DOV
|
DOV: Q3 Beat and Raise
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 10.19.2020 |
LII
|
LII: Beat and Raise - Upgrade to Hold
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 10.16.2020 |
ABB
|
EE/MI: Q3 Distributor Survey - Demand Bounces, Tepid Path from Here
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 10.15.2020 |
MMM
|
EE/MI: Chart(s) of the Day - Checking the Global Macro Pulse
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 10.13.2020 |
MMM
|
EE/MI: ABC Survey Shows Continued Non-Resi Deceleration
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 10.13.2020 |
SWK
|
SWK: DIY Earnings Bridge to 2022
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 10.12.2020 |
ROP
|
EE/MI and Flow Control : Smart Meter Read from Landis+Gyr
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 10.12.2020 |
VNT
|
VNT: Initiate at Hold - EMV Fueling Roll-Off Puts 2021 EPS Growth on Empty
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 10.09.2020 |
MMM
|
EE/MI: Chart of the Day - August Air Conditioner Shipments Strong, Raising Bar for '21
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 10.09.2020 |
GE
|
EE/MI: Vertical View - Renewables: Picks and Shovels
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 10.08.2020 |
AYI
|
AYI: FQ4 Beat, But Pricing Outlook Dims
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 10.08.2020 |
AYI
|
AYI: FQ4 Beat, Price/Mix Erosion
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 10.07.2020 |
MMM
|
EE/MI: Vertical View - Non-Residential Construction
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 10.06.2020 |
SIE-DE
|
SIE-DE: Upgrade to Buy: Not Your Papa's German GE
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 10.05.2020 |
FTV
|
FTV: Highlights From Vontier Virtual Meeting
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 10.05.2020 |
FTV
|
FTV: Raising Q3 Guide Again, Implied Math Points to Further Upside
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 10.01.2020 |
AYI
|
EE/MI: Vertical View - UV Lighting; AYI Bull/Bear
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 09.30.2020 |
PH
|
PH: Read-Through from Enerpac's FQ4
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 09.30.2020 |
MMM
|
EE/MI: Q3 Preview - Settling in to New Normal
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 09.29.2020 |
KNEBV-FI
|
KNEBV-FI: CMD Highlights "Smart" Future
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 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 |
|
| 09.01.2020 |
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 |
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 |
|
| 08.10.2020 |
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 |
EMR
|
EMR: FQ3 OP Beat, Orders Soft
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 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 |
|
