Multi-Industry

Title Tickers Date Pages
Proprietary data - Slow start to MRO web traffic in January 2021-01-25 13
Proprietary data - Web prices meaningfully higher y/y 2021-01-25 5
Multi-Industry - Near-term raws squeeze 2021-01-25 8
EMR: Emerson - Upgrade feedback (Does Larry Culp have a clone?) EMR 2021-01-22 4
DD: DUPONT DE NEMOURS INC - PFAS settlements clear the decks DD 2021-01-22 4
DD: DUPONT DE NEMOURS INC - One catalyst in sight; fundamental transformation continues DD 2021-01-22 9
ITW: ITW - T&S deal marks return of M&A ITW 2021-01-19 4
MMM: 3M - Model update MMM 2021-01-19 4
EMR: Emerson - Upgrading to Buy; Separation option EMR 2021-01-19 15
HON: Honeywell - Model update - expects conservative 2021 guidance HON 2021-01-19 4
Proprietary Data Report (Global Project Activity Tracker) 2021-01-11 10
MSM: MSC - Model update MSM 2021-01-07 4
ETN: Eaton - Eaton remains clear winner from Democratic wins ETN 2021-01-07 4
MSM: MSC - F1Q21 margin miss; cost-out targets reiterated MSM 2021-01-06 3
Proprietary data (Web traffic trends diverge by distributor in last two months of 2020) 2021-01-05 13
Proprietary data (Further price increases in December) 2021-01-05 5
Multi-Industry - Multi-Industry Top Picks for 2021 2020-12-15 20
ITT: ITT - Future sale of asbestos = positive catalyst ITT 2020-12-14 4
GE: General Electric Co. - SEC settlement; equity capital raise ahead? GE 2020-12-10 4
DOV: Dover - Focus on Dover software; increasing estimates and price target DOV 2020-12-08 15

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