Multi-Industry

Title Tickers Date Pages
MMM: 3M - PFAS update – expert warnings MMM 2019-09-24 15
CGNX: Cognex - Secular technology potential; cautious near-term undertone CGNX 2019-09-23 6
GE: General Electric Co. - CFO search uncertainties GE 2019-09-20 4
MMM: 3M - Cutting estimates; in the penalty box MMM 2019-09-18 9
Multi-Industry - Clearing the decks (Part 2); Recession Handbook 2019-09-18 25
ETN: Eaton - Investor meeting highlights ETN 2019-09-13 3
HDS: HD Supply - Model update HDS 2019-09-12 4
GE: General Electric Co. - Investor conf highlights; incremental Aviation, Pension, Insurance challenges GE 2019-09-12 4
HON: Honeywell - Investor conference highlights HON 2019-09-12 4
ROK: Rockwell - Downgrading to Hold; too soon for “what’s bad is good” ROK 2019-09-11 7
DOV: Dover - Transparency boost DOV 2019-09-10 4
HDS: HD Supply - F2Q19 in-line with our lowered expectations; significant F19 guidance reduction HDS 2019-09-10 3
FTV: Fortive Corp. - Separation creates distraction without near-term valuation boost FTV 2019-09-10 5
GE: General Electric Co. - Future Capital funding hole; equity capital raise still on the table GE 2019-09-10 10
DOV: Dover - The next industrial “compounder” DOV 2019-09-06 9
GE: General Electric Co. - Insurance call wrap; LTC resolution remote GE 2019-09-05 4
HDS: HD Supply - F2Q19 earnings preview – can FM get a pass on “climate change”? HDS 2019-09-05 9
FTV: Fortive Corp. - Separation to pursue higher valuation? FTV 2019-09-04 4
Multi-Industry - GE: Insurance expert conference call 2019-09-03 3
Multi-Industry - GE: Insurance expert conference call 2019-08-28 3

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