Title Tickers Date
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
ROK: Rockwell - Sensia enhances Rockwell’s upstream O&G access ROK 2019-02-25
Proprietary data - Industrial products channel pricing – MSC price increases match GWW’s; metalworking lags 2019-02-25
GE: General Electric Co. - New executive additions signal no quick fix GE 2019-02-22
ITT: ITT - Core 4Q18 miss; 2019 guidance more favorable ITT 2019-02-22
FTV: Fortive Corp. - Attractive financing for ASP creates further EPS buffer FTV 2019-02-20
ITT: ITT - Expect strong 4Q18 and outlook despite market trepidation ITT 2019-02-19
Multi-Industry - Inch Questions (IQ) for management 2019-02-19

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