Title Tickers Date
GE: General Electric Co. - “Beat and raise” has already played out GE 2020-01-23
China Industrial Land Snapshot - Rising tide not lifting all boats; 5G boom; enough real estate pain and sold-out masks 2020-01-23
ETN: Eaton - Sale of Hydraulics eliminates a cyclical anchor ETN 2020-01-21
DD: DUPONT DE NEMOURS INC - Potential E&I deal catalyst DD 2020-01-16
Multi-Industry - 4Q19 Industrial Earnings Preview call 2020-01-16
DD: DUPONT DE NEMOURS INC - Shaking up opportunity DD 2020-01-14
MMM: 3M - House passes “PFAS Action Act” MMM 2020-01-10
Multi-Industry - 4Q19 Industrial Earnings Preview call 2020-01-10
Multi-Industry - Positive catalysts have significantly played out 2020-01-09
AME: AMETEK, Inc. - Divestiture strengthens business profile AME 2020-01-08
MSM: MSC - Weak Dec sales results; another sequential cut MSM 2020-01-08
MMM: 3M - PFAS remediation estimates rising; Superfund designation increasingly likely MMM 2020-01-08
CGNX: Cognex - Assessing 2020 earnings upside on mixed end markets outlook CGNX 2020-01-06
FTV: Fortive Corp. - Earnings misses likely coming to an end; NewCo could weigh on share performance FTV 2019-12-20
Multi-Industry - 2020 rising tide could sink a few boats 2019-12-19
GE: General Electric Co. - Extended MAX shut-down should help future GE cash flow GE 2019-12-17
China Industrial Land Snapshot - Healthcare Math; Petrochem positioning for “145”; and other industrial news 2019-12-17
HDS: HD Supply - F3Q19 in-line with preannouncement; F4Q19 guidance miss HDS 2019-12-10
GE: General Electric Co. - Additional Healthcare details GE 2019-12-06
HDS: HD Supply - F3Q19: challenges mounting HDS 2019-12-05

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