Title Tickers Date
ROK: Rockwell - Cloud Talk ROK 2019-11-20
AME: AMETEK, Inc. - Compounder Cornucopia AME 2019-11-19
GWW: Grainger - Rising risks into 2020 GWW 2019-11-18
MSM: MSC - Model update; dividend support offsets challenging fundamentals MSM 2019-11-18
ROK: Rockwell - F2019 10-K observations ROK 2019-11-15
ROK: Rockwell - Raising EPS forecast; demand volatility likely to continue ROK 2019-11-13
ROK: Rockwell - Meaningful F4Q19 beat; robust F20 guidance vs. expectations ROK 2019-11-12
EMR: Emerson - F4Q19 EPS in-line ex tax; disappointing F20 guidance EMR 2019-11-05
PH: Parker Hannifin - Upgrading to Hold; guidance cut rebases expectations PH 2019-11-04
ITT: ITT - Solid 3Q19 beat and raise ITT 2019-11-01
China Industrial Land Snapshot - EV winter, Petrochem boom and Industrial Results Worth Flagging 2019-11-01
PH: Parker Hannifin - F1Q20 conference call mixed messages PH 2019-10-31
PH: Parker Hannifin - Disappointing F20 guidance revision PH 2019-10-31
GE: General Electric Co. - Lacking fundamental improvement GE 2019-10-31
GE: General Electric Co. - Mixed 3Q19 results; Power steps back GE 2019-10-30
ETN: Eaton - Conference call curiosities ETN 2019-10-29
ETN: Eaton - Lower 4Q19 guidance; significant implied margin deterioration ETN 2019-10-29
CGNX: Cognex - Logistics “air pocket” showed up late; SUALAB slightly dilutive to 2020 CGNX 2019-10-29
EMR: Emerson - Minor headline Sept order softening; underlying orders relatively steady EMR 2019-10-28
MMM: 3M - 3Q19 10-Q PFAS update MMM 2019-10-28

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