Multi-Industry

Title Tickers Date
ETN: Eaton - Solid 4Q top-line results and 2019 guide ETN 2019-01-31
GE: General Electric Co. - 4Q18 cash beats very low expectations; Power worsened GE 2019-01-31
DOV: Dover - “Phase 2” begins; increasing DOV estimates and price target DOV 2019-01-30
ROK: Rockwell - F1Q19 core growth and margin beat; guidance intact ROK 2019-01-29
MMM: 3M - 4Q18 exceeds expectations; guidance intact MMM 2019-01-29
GE: General Electric Co. - Move to GAAP could drive stock hit GE 2019-01-28
GE: General Electric Co. - Modified Rail deal reflects GE's need for cash GE 2019-01-25
GWW: Grainger - Below-the-line drives 4Q18 “beat”; weak op leverage continues GWW 2019-01-24
ROK: Rockwell - Positive PTC trajectory ROK 2019-01-24
GE: General Electric Co. - Does GE Remainco have equity value? GE 2019-01-23
GWW: Grainger - Possible negative trade ahead GWW 2019-01-22
Multi-Industry - Distributors model update 2019-01-18
GE: General Electric Co. - Is GECAS a desirable asset? GE 2019-01-17
GWW: Grainger - Monthly pricing update – Chinese private label (ex. fasteners) pricing all caught up GWW 2019-01-16
Proprietary data report - Industrial products channel pricing – broad-based increases at start of January 2019-01-16
DOV: Dover - Self-help standout DOV 2019-01-15
Multi Industry - Clearing the decks (Part I) 2019-01-11
GE: General Electric Co. - Cutting GE estimates and price target to $7 GE 2019-01-11
MSM: MSC - In-line F1Q19; weaker sequential guidance MSM 2019-01-09
Multi-Industry - Distributors data digest – pricing picking up 2019-01-08

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