| 07.31.2020 |
ITW
|
ITW: Q2 Beat-Margin Machine
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 07.31.2020 |
NVT
|
NVT: Q2 Beat on Margin Execution
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 07.31.2020 |
JCI
|
JCI: FQ3 Beat - Only EE/MI company with Up 2020 EPS
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 07.30.2020 |
CARR
|
CARR: Q2 Beat, Resi Resurgence
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 07.30.2020 |
HUBB
|
HUBB: Q2 Beat - Margin Execution Offsets Factory Disruptions
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 07.30.2020 |
SWK
|
SWK: Q2 Beat - DIY Surge
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 07.30.2020 |
DD
|
DD: Q2 Beat, Electronics Leads the Charge
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 07.30.2020 |
CARR
|
EE/MI: Quick Earnings Reads - DD, HUBB, SWK and CARR
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 07.29.2020 |
GE
|
GE: Q2 Miss, Cash Burn
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 07.29.2020 |
TT
|
TT: Q2 Beat, Driving the Trane
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 07.29.2020 |
ETN
|
ETN: Q2 Beat, Powering Through on Solid Execution
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 07.29.2020 |
ETN
|
EE/MI: Quick Earnings Reads - GE, ETN, TT and SU
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 07.28.2020 |
FTV
|
FTV: Q2 Beat, Q3 Firming Up
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 07.28.2020 |
MMM
|
MMM: Q2 Miss - July Shows Renewed Vigor
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 07.28.2020 |
ROK
|
ROK: Beat & Raise - Slow Grinding Recovery
|
Electrical Equipment & Multi-Industry |
Sell |
|
| 07.28.2020 |
OTIS
|
OTIS: Q2 Beat and Raise - Driving Performance
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 07.28.2020 |
MMM
|
EE/MI: Quick Earnings Reads - MMM, OTIS, ROK and ROP
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 07.27.2020 |
MMM
|
EE/MI: Chart of the Day - Q220 Organic Growth Scorecard
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 07.24.2020 |
HON
|
HON: Solid Q2, Grinding it Out
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 07.24.2020 |
HON
|
HON: Solid Segment Beat on Margin Execution
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 07.23.2020 |
ALLE
|
ALLE: Q2 Beat - Resi Disruptions, Non-Resi Uncertainty
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 07.23.2020 |
WSO
|
WSO: Q2 Results Ahead; Inventory Read to Carrier
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 07.22.2020 |
DOV
|
DOV: Gaining Momentum, Backlog the Flywheel
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 07.22.2020 |
ABB
|
ABB: Q2 Beat, Cautious Outlook
|
Electrical Equipment & Multi-Industry |
Sell |
|
| 07.22.2020 |
DOV
|
DOV: Solid Q2 Beat, Powering Through
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 07.21.2020 |
MMM
|
EE/MI: Chart of the Day - US Macro Marginally Better
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 07.20.2020 |
CARR
|
EE/MI : Transport Refrigeration Thawing But Still a Big Backlog Hole
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 07.20.2020 |
LII
|
LII: Heat Wave Could Accentuate Replacement Top
|
Electrical Equipment & Multi-Industry |
Sell |
|
| 07.20.2020 |
LII
|
LII: Summer Heat, Guide Raise
|
Electrical Equipment & Multi-Industry |
Sell |
|
| 07.17.2020 |
ALLE
|
ALLE: Chart of the Day - ASSA Read to Americas Division
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 07.17.2020 |
KNEBV-FI
|
KNEBV-FI: Q2 Beat, China Bounces Back
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 07.16.2020 |
MMM
|
EE/MI: Chart of the Day - Positive Semiconductor Reads
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 07.16.2020 |
IR
|
EE/MI: Chart of the Day - Atlas Copco Compressor Read to IR
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 07.15.2020 |
ABB
|
EE/MI: Q2 Distributor Survey - Digging Out of the Hole
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 07.14.2020 |
MMM
|
EE/MI : Valuation and Positioning Perspective
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 07.10.2020 |
CARR
|
EE/MI: HVAC - Mind the Seasonal Trade Down
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 07.09.2020 |
ABB
|
EE/MI: Variety Pack - Range of Views on Food and Beverage Investment Post-COVID
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 07.08.2020 |
MMM
|
EE/MI: F/X Update - Looking for a Q2 Translation
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 07.06.2020 |
MMM
|
EE/MI: Mixed Messages - Examining OE Versus AM
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 06.30.2020 |
AYI
|
AYI: FQ3 Beat: Gross Margins Light the Way
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 06.30.2020 |
AYI
|
AYI: Big Beat, Bright Gross Margin Performance
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 06.30.2020 |
DD
|
EE/MI: Pandemic Automotive Drive By
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 06.29.2020 |
CARR
|
EE/MI : Residential HVAC - Late June Heats Up
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 06.26.2020 |
MMM
|
EE/MI: Q2 Preview - Less Bad, More Uncertainty
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 06.25.2020 |
PH
|
PH: Read-Through from Enerpac's FQ3
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 06.22.2020 |
DD
|
DD: Cycle and Portfolio Optionality
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 06.19.2020 |
CARR
|
EE/MI: Transport Refrigeration Orders Thaw, But Backlog Draw
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 06.19.2020 |
FTV
|
FTV: Fireside Chat - Business Conditions Modestly Warmer
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 06.17.2020 |
EMR
|
EMR: May Orders in the Zone at -15%
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 06.16.2020 |
MMM
|
EE/MI: Construction Confidence Index May 2020 - Reads to Non-Resi
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 06.16.2020 |
HUBB
|
HUBB: Operational Opportunity Being Seized - More Runway Ahead
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 06.15.2020 |
ROK
|
ROK: Fireside Chat on Markets and Strategy
|
Electrical Equipment & Multi-Industry |
Sell |
|
| 06.15.2020 |
TT
|
TT: Virtual Fireside Chat - Focus on Investments for Outgrowth
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 06.12.2020 |
JCI
|
JCI: Virtual Fireside Chat, Real Business Improvement
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 06.12.2020 |
VST
|
EE/MI, E&I, Utilities & Power: Utility T&D Panel Discussion with ETN, FE and PWR
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 06.10.2020 |
DOV
|
DOV: Controlling the Controllables
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 06.10.2020 |
ITW
|
ITW: Virtual Fireside Chat
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 06.10.2020 |
ABB
|
ABB: New CEO, Same Financial Targets
|
Electrical Equipment & Multi-Industry |
Sell |
|
| 06.09.2020 |
ABB
|
EE/MI: Vertical View - Electrical Equipment
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 06.08.2020 |
OTIS
|
OTIS: Virtual Meetings Point to Real Recovery
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 06.05.2020 |
FTV
|
FTV: Upgrade to Buy - Manning the Fort
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 06.04.2020 |
MMM
|
EE/MI: Institutional Non-Resi Holding Firm
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 06.02.2020 |
PH
|
EE/MI: Chart of the Day - DCI Read-Through to PH
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 06.02.2020 |
GE
|
EE/MI: Vertical View - Healthcare
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 06.01.2020 |
CARR
|
EE/MI: Deep Chill Hits Transport Refrigeration
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 05.28.2020 |
GE
|
GE: Q2 Warning - Leverage Rising as Cash Burn Accelerates
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 05.28.2020 |
MMM
|
EE/MI: Reshoring is Just an Under Current in a Sea of CapX Cuts
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 05.22.2020 |
MMM
|
EE/MI & Flow Control: Chart(s) of the Day - Sector Positioning, Valuation Dive
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 05.21.2020 |
HUBB
|
EE/MI - Utilities & Power: T&D Capital Spending Outlook
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 05.20.2020 |
SWK
|
EE/MI: Chart of the Day - DIY to the Rescue for SWK
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 05.20.2020 |
EMR
|
EE/MI: Vertical View - HVAC
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 05.18.2020 |
GE
|
EE/MI: Soft Start For Gas Turbines in Q1
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 05.13.2020 |
EMR
|
EMR: April Orders Fade Hard
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 05.13.2020 |
MMM
|
EE/MI: Q120 Wrap - Solving for the "Square Root" Recovery
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 05.13.2020 |
JCI
|
JCI: Upgrade to Buy - Built to Serve
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 05.12.2020 |
IR
|
IR: Managing Decrementals, Accelerating Synergies
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 05.12.2020 |
IR
|
IR: Q1 Miss - Sales Lag
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 05.08.2020 |
CARR
|
CARR: Cutting Costs, Managing For Near Term Cash
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 05.08.2020 |
SIE-DE
|
SIE-DE: FQ2 Beat, Good-Bye Power
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 05.07.2020 |
OTIS
|
OTIS: Resilience and Execution
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 05.07.2020 |
CARR
|
EE/MI: Chart of the Day - CARR Sales - HVAC Scorecard
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 05.07.2020 |
OTIS
|
OTIS: Q1 Beat, Moving to a Higher Floor
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 05.05.2020 |
TT
|
TT: Q1 Miss, Tough Outlook Ahead
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 05.05.2020 |
DD
|
DD: Solid Q1, Stepping Up Operational Execution
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 05.05.2020 |
ITW
|
ITW: Q1 In Line, Sharp Q2 Decline
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 05.05.2020 |
TT
|
TT: Q1 Miss, Orders Solid
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 05.04.2020 |
MMM
|
EE/MI: Chart of the Day - Q120 Organic Growth Scorecard
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 05.01.2020 |
JCI
|
JCI: FQ2 Beat, Improving Execution
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 05.01.2020 |
HON
|
HON: Playing Defense and Offense Simultaneously
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 05.01.2020 |
JCI
|
JCI: Q2 Beat, Orders Slow Abruptly
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 04.30.2020 |
ETN
|
ETN: Managing Decrementals, Generating Cash
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 04.30.2020 |
FTV
|
FTV: Q1 Beat, Fighting High Underlying Decrementals
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 04.30.2020 |
SWK
|
SWK: Severe Channel Liquidation, Strong Decremental Management
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 04.30.2020 |
HUBB
|
HUBB: Executing Well In Uncertain Times
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 04.30.2020 |
HUBB
|
HUBB: Solid Q1, Utility Hangs In
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 04.30.2020 |
ETN
|
ETN: Q1 Solid-Protecting Margins and Cash Flow
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 04.29.2020 |
GE
|
GE: Cutting Numbers - Cash Burn, Rising Leverage
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 04.29.2020 |
NVT
|
NVT: Steep Cliff Ahead but Controlling Controllables
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 04.29.2020 |
GE
|
GE: Rough Q1, Only a Preview in Aviation
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 04.29.2020 |
MMM
|
MMM: Q1 Beat, Challenged 2020
|
Electrical Equipment & Multi-Industry |
Hold |
|
