Multi-Industry

Title Tickers Date Pages
DD: DUPONT DE NEMOURS INC - S&C deep dive; valuation booster DD 2020-09-30 12
ETN: Eaton - The “powerful” shift toward electrification ETN 2020-09-22 18
GE: General Electric Co. - Letting off steam GE 2020-09-21 4
MMM: 3M - Cautious tone prevails MMM 2020-09-17 3
GE: General Electric Co. - “Positive” 2H20 FCF GE 2020-09-16 3
IR: Ingersoll Rand - Steady improvement pointing to more upside IR 2020-09-15 3
ETN: Eaton - Sequential optimism ETN 2020-09-15 4
DOV: Dover - Growth jewels DOV 2020-09-14 4
HON: Honeywell - SPS presentation highlights HON 2020-09-08 4
GE: General Electric Co. - Even tougher times ahead? GE 2020-09-08 9
HDS: HD Supply - Expect F2Q20 FM upside; sustainability likely in question HDS 2020-09-04 4
FTV: Fortive Corp. - Vontier Form 10 highlights - FTV 2020-09-01 4
IR: Ingersoll Rand - Synergies driving growth beyond 2022 IR 2020-08-26 6
Proprietary data - Prices move higher after several months of flat pricing 2020-08-18 5
Proprietary data - August traffic slows after July bounce 2020-08-18 10
Multi-Industry - 2Q20 wrap; more bullish outlook evolving 2020-08-17 6
MMM: 3M - Democratic win could move PFAS to the legislative front burner MMM 2020-08-11 3
PH: Parker Hannifin - The big "catch up" continues; raising estimates PH 2020-08-10 4
MMM: 3M - Bumping up estimates following company’s positive July commentary MMM 2020-08-06
PH: Parker Hannifin - Substantial F4Q20 beat; F21 guidance upside PH 2020-08-06 3

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