Multi-Industry

Title Tickers Date Pages
CGNX: Cognex - 2Q19 preview – Logistics softness could add to Auto & Electronics woes CGNX 2019-07-22 5
DOV: Dover - Solid 2Q19; Fluids again drives upside DOV 2019-07-18 3
HON: Honeywell - Caught in the China crossfire? HON 2019-07-17 3
GWW: Grainger - Expect in-line 2Q19 against lowered expectations; 2H uncertainties GWW 2019-07-17 5
MSM: MSC - Fine-tuning FY20 estimates lower; pricing pressure moving upstream MSM 2019-07-16 4
MSM: MSC - Significant F3Q19 miss and guide-down MSM 2019-07-10 3
Proprietary data (MRO distribution web traffic report - mixed traffic trend continues in June) 2019-07-09 11
Proprietary data (Industrial products pricing - little price movement in July) 2019-07-09 2
MMM: 3M - PFAS Primer: in the chemical crosshairs MMM 2019-07-08 35
ROK: Rockwell - “Biodiversity” ROK 2019-06-24 13
ETN: Eaton - Executive moves could signal future separation option ETN 2019-06-21 4
GE: General Electric Co. - Airshow wrap – lingering cash flow doubts GE 2019-06-20 4
GE: General Electric Co. - Aviation presentation: additional cash flow questions GE 2019-06-18 4
EMR: Emerson - Steady AS in May; softer Climate in Asia than expected EMR 2019-06-17 4
GE: General Electric Co. - UTX+RTN read-through: GE Aviation <$50bn equity value GE 2019-06-13 5
Multi-industry - PFAS Round 2 2019-06-13 3
EMR: Emerson - Climate change EMR 2019-06-11 4
HDS: HD Supply - 2016 all over again? HDS 2019-06-11 3
HD Supply (In-line F1Q19, but F2Q19 miss- weak May and full-year guidance cut) HDS 2019-06-11 3
Multi-Industry - Aerospace tie-up twists and wrinkles 2019-06-11 4

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