Multi-Industry

Title Tickers Date
GE: General Electric Co. - Key conference takeaways – multi-year turnaround GE 2019-03-19
GE: General Electric Co. - Model update; no earnings growth on the horizon GE 2019-03-19
HDS: HD Supply - Expect robust FM results; more cautious C&I outlook in coming months HDS 2019-03-18
GE: General Electric Co. - Compensation machine GE 2019-03-15
GE: General Electric Co. - Few surprises; mediocre cash even 3+ years out GE 2019-03-14
GE: General Electric Co. - $1.00 FCF/share folly GE 2019-03-13
Multi-Industry - Economic peak highlights valuation risks 2019-03-13
GE: General Electric Co. - Is Biopharma really “win-win”?; GE track record still TBD GE 2019-03-12
GE: General Electric Co. - Weak GE cash forecast in 2020 GE 2019-03-11
HON: Honeywell - Upbeat investor presentation HON 2019-03-07
ROK: Rockwell - Reducing cyclical risks; robust IIoT trends ROK 2019-03-07
GE: General Electric Co. - More insurance details; risks remain GE 2019-03-07
GE: General Electric Co. - Derivatives unwind could cost $ billions more GE 2019-03-06
GE: General Electric Co. - Negative cash flow; further debt downgrades ahead? GE 2019-03-05
FTV: Fortive Corp. - Portfolio transformation solidly on track FTV 2019-03-05
MMM: 3M - Steady trajectory; 2H19 upside MMM 2019-03-05
ETN: Eaton - More bullish commentary; no guidance change ETN 2019-03-01
GE: General Electric Co. - Aggressive LTC assumptions; future $12bn hit? GE 2019-02-28
GE: General Electric Co. - Another “crown jewel” asset sale GE 2019-02-25
ITT: ITT - Operational rigor to drive margin runway; increasing estimates and price target ITT 2019-02-25

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