| 04.28.2020 |
ROK
|
ROK: Solid FQ2, Challenged H2 and 2021
|
Electrical Equipment & Multi-Industry |
Sell |
|
| 04.28.2020 |
ABB
|
ABB: Q1 Beat, Tough and Uncertain Outlook
|
Electrical Equipment & Multi-Industry |
Sell |
|
| 04.28.2020 |
ABB
|
EE/MI: Quick Earnings Reads - ABB, MMM, ROK and ROP
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 04.27.2020 |
MMM
|
EE/MI: Early Reads to Data Center/Electronics/Semi Verticals
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 04.27.2020 |
MMM
|
EE/MI: Chart of the Day - LECO Read-Through to ITW
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 04.27.2020 |
MMM
|
EE/MI: Q120 Earnings Season - Early Innings Read
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 04.23.2020 |
ROP
|
ROP: Possible Chinks in the Armor Exposed by COVID
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 04.23.2020 |
ALLE
|
ALLE: Executing Well But Lockdown Headwinds Loom
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 04.23.2020 |
WSO
|
WSO: Q1 Operational Miss; SSS Better but April Slowing
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 04.23.2020 |
SU-FR
|
SU-FR: Q1 In Line, No Forward View - Read Throughs
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 04.23.2020 |
ALLE
|
ALLE: Q1 Beat, No Outlook
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 04.22.2020 |
OTIS
|
OTIS: Takeaways from KONE and Schindler
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 04.22.2020 |
KNEBV-FI
|
KNEBV-FI: Q1 In Line, Outlook Holds Firm
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 04.21.2020 |
DOV
|
DOV: Hunkering Down For Tough Q2
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 04.21.2020 |
EMR
|
EMR: Valiant Fight, But Lagging CapX Raises Risk of Down 2021
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 04.21.2020 |
DOV
|
DOV: Q1 Beat, Q2 Into the Void
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 04.20.2020 |
CARR
|
EE/MI: HVAC Estimate Cuts - Cold Wind Blowing
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 04.20.2020 |
LII
|
LII: Big Q1 Miss, Abrupt Demand Destruction
|
Electrical Equipment & Multi-Industry |
Sell |
|
| 04.20.2020 |
MMM
|
Vertical Research Partners: Trading Pairs from VRP Research Team
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 04.16.2020 |
ABB
|
EE/MI: Energy Update - Supply Restraint Too Little Too Late
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 04.15.2020 |
HUBB
|
HUBB: Q1 In Line Supported By Utility, Guide Pulled
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 04.14.2020 |
ABB
|
EE/MI: Q1 Distributor Survey: Bracing for Cliff Event
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 04.13.2020 |
AME
|
EE/MI: Compounder Deep Dive
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 04.09.2020 |
GE
|
EE/MI: Chart of the Day - Electricity Demand Dims
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 04.09.2020 |
GE
|
GE: Material Q1 Miss, Guide Pulled
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 04.08.2020 |
ROK
|
ROK: Cutting Compensation, Big Earnings Hit Coming
|
Electrical Equipment & Multi-Industry |
Sell |
|
| 04.08.2020 |
PH
|
EE/MI: Chart of the Day - MSM Read to PH: Tip of the Iceberg
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 04.07.2020 |
MMM
|
EE/MI: Q1 Preview - Tip of the Iceberg
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 04.06.2020 |
CARR
|
CARR: HOLD - Keep Calm and Carry On
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 04.06.2020 |
OTIS
|
OTIS: Essential Elevators
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 04.02.2020 |
AYI
|
AYI: Pre-COVID Miss, Lights Out Ahead
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 03.31.2020 |
DD
|
DD: Delaware Court Dismisses CC Environmental Claims
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 03.31.2020 |
ABB
|
EE/MI : Downgrade ROK and ABB to Sell, SIE to Hold
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 03.30.2020 |
MMM
|
EE/MI: 5 Post-COVID Thematic Considerations
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 03.26.2020 |
MMM
|
EE/MI: Chart of the Day - Europe May Suffer Most COVID Damage
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 03.26.2020 |
MMM
|
EE/MI: Leverage & Liquidity during Global Dash for Cash
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 03.25.2020 |
EMR
|
EMR: Virtual Update - Fighting Through Headwinds
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 03.23.2020 |
MMM
|
EE/MI: Broad EPS Cuts, Black Swans Obscure Visibility
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 03.19.2020 |
MMM
|
EE/MI: Business Mix Chartbook Update
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 03.19.2020 |
SWK
|
SWK: Chart of the Day - Liquidity in Good Shape
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 03.19.2020 |
UTX
|
UTX: Otis Update Highlights Stability of Business Model
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 03.17.2020 |
MMM
|
EE/MI: Chart of the Day - Watching Dividend Yields
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 03.17.2020 |
SWK
|
SWK: Historical Performance Suggests Stock Dislocated
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 03.16.2020 |
MMM
|
EE/MI: Chart of the Day - Pension Liabilities Spike on Rate Plunge
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 03.16.2020 |
MMM
|
EE/MI: Chart of the Day - $/Euro Sensitivities
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 03.13.2020 |
MMM
|
EE/MI: Search for Trough Estimates
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 03.12.2020 |
PH
|
PH: Looking Beyond the Valley
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 03.10.2020 |
MMM
|
EE/MI: Group Valuations on Old(er) School Metrics
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 03.09.2020 |
DOV
|
DOV: New Mix More Resilient Than Short Cycle Basket
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 03.09.2020 |
EMR
|
EE/MI: Quick Look at Oil Exposures
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 03.09.2020 |
TT
|
TT: Maintain Buy on Legacy HVAC, Now Trane
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 03.09.2020 |
IR
|
IR: Stock Dislocated, Reiterate Buy
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 03.06.2020 |
HON
|
HON: Aero Executing Well, Cutting Estimates on Travel Weakness
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 03.04.2020 |
GE
|
GE: Q1 Pressures, Near term Risks While Working Multi-Year Recovery
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 03.03.2020 |
HUBB
|
HUBB: Focused on Execution and Cash Flow with 2023 View
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 03.03.2020 |
HON
|
HON: Quantum Computing Breakthrough
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 03.03.2020 |
MMM
|
EE/MI: A Look at Recession Downside Scenarios
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 03.02.2020 |
ETN
|
ETN: Transformation Largely Complete, Focus on Growth & Margins
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 02.28.2020 |
MMM
|
EE/MI: A Week of Wreckage in Review
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 02.28.2020 |
EMR
|
EMR: COVID-19 Mark to Market, Trimming Estimates
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 02.27.2020 |
KNEBV-FI
|
EE/MI: TK Elevators Monetized at 16.6X EBITDA
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 02.27.2020 |
SWK
|
SWK: Demand Looks Good, Question is Supply
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 02.26.2020 |
ROP
|
ROP: A Harder Look at Software Valuations
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 02.25.2020 |
MMM
|
EE/MI: Coronavirus - Guidance Guideposts
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 02.24.2020 |
UTX
|
UTX: Spin Data Points to Aero FCF Upside
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 02.20.2020 |
SU-FR
|
SU-FR: H2 Beat, Solid Cash Flow
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 02.19.2020 |
MMM
|
EE/MI: Q4 Wrap-Up - Midway Through the Downturn?
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 02.18.2020 |
IR
|
GDI: Tweaking Estimates - Pro Forma Model Update
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 02.18.2020 |
GE
|
EE/MI: Turbine Share - Back to the Future
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 02.18.2020 |
DD
|
DD: Management Shake-Up Signals Intensified Operational Focus
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 02.18.2020 |
ALLE
|
ALLE: OP Miss - Investments and Tax Pressure Outlook
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 02.18.2020 |
IR
|
GDI: Segment Beat, Transition to "New IR"
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 02.13.2020 |
EMR
|
EMR: Heavy Self Help in Choppy Environment
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 02.11.2020 |
UTX
|
UTX: Otis - Pivot to Growth and Margin Expansion
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 02.11.2020 |
UTX
|
UTX: Quick Takes From Otis Meeting
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 02.10.2020 |
UTX
|
UTX: Carrier Cost Playbook to Drive Upside
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 02.10.2020 |
UTX
|
UTX: Quick Takes From Carrier Meeting
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 02.06.2020 |
FTV
|
FTV: Q4 OP Beat, Weak (Conservative?) Guide
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 02.06.2020 |
ALLE
|
EE/MI: Chart of the Day - ASSA Positive Read-Through to ALLE
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 02.06.2020 |
ETN
|
ETN: Upgrade to Buy-Better Portfolio, Cash Machine
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 02.05.2020 |
ABB
|
ABB: Q4 Basically In Line
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 02.05.2020 |
SIE-DE
|
SIE-DE: Tough FQ1, Short-Cycle Pressures Persist
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 02.05.2020 |
NVT
|
NVT: Q4 Slight OP Miss on Soft Top Line
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 02.04.2020 |
EMR
|
EMR: Restructuring Moving Into High Gear
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 02.04.2020 |
HUBB
|
HUBB: Cash Is King With A Bonus Dollar in 2019
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 02.04.2020 |
EMR
|
EE/MI: Quick Earnings Reads - EMR, ETN, HUBB, LII
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 02.04.2020 |
EMR
|
EE/MI: Upbeat Tone from AHR Expo HVAC Event
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 02.03.2020 |
MMM
|
EE/MI: Chart of the Day - Q419 Organic Growth Scorecard
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 01.31.2020 |
ITW
|
ITW: Q4 In Line, Grinding It Out In Slow Growth Environment
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 01.31.2020 |
JCI
|
JCI: Q1 In Line, Tracking to Plan
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 01.31.2020 |
HON
|
HON: Cash Execution Underpins Upside Case
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 01.31.2020 |
JCI
|
JCI: FQ1 Basically In Line - Orders Soft, Pipeline Active
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 01.31.2020 |
HON
|
HON: Lopsided Q4 Leans Heavily on Aero
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 01.30.2020 |
DD
|
DD: Weak Guide Extends Time in Penalty Box
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 01.30.2020 |
DOV
|
DOV: Solid Q4, Steady Execution Sets Up 2020
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 01.30.2020 |
DD
|
EE/MI: Quick Earnings Reads - DD, DOV, ROP, PH
|
Electrical Equipment & Multi-Industry |
N/A |
|
| 01.29.2020 |
GE
|
GE: Q4 Beat, 2020 Vision Clouded
|
Electrical Equipment & Multi-Industry |
Hold |
|
| 01.29.2020 |
TT
|
IR: Tough Q4, Positioning for Split
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 01.29.2020 |
SWK
|
SWK: Q4 Light, Hedged Guide Sets Up 2020
|
Electrical Equipment & Multi-Industry |
Buy |
|
| 01.29.2020 |
ROK
|
ROK: FQ1 Basically In Line, Signs of Stabilization
|
Electrical Equipment & Multi-Industry |
Hold |
|
