Multi-Industry

Title Tickers Date Pages
DOV: Dover - “Phase 2” begins; increasing DOV estimates and price target DOV 2019-01-30 4
ROK: Rockwell - F1Q19 core growth and margin beat; guidance intact ROK 2019-01-29 3
MMM: 3M - 4Q18 exceeds expectations; guidance intact MMM 2019-01-29 3
GE: General Electric Co. - Move to GAAP could drive stock hit GE 2019-01-28 8
GE: General Electric Co. - Modified Rail deal reflects GE's need for cash GE 2019-01-25 6
GWW: Grainger - Below-the-line drives 4Q18 “beat”; weak op leverage continues GWW 2019-01-24 3
ROK: Rockwell - Positive PTC trajectory ROK 2019-01-24 5
GE: General Electric Co. - Does GE Remainco have equity value? GE 2019-01-23 9
GWW: Grainger - Possible negative trade ahead GWW 2019-01-22 11
Multi-Industry - Distributors model update 2019-01-18 5
GE: General Electric Co. - Is GECAS a desirable asset? GE 2019-01-17 8
GWW: Grainger - Monthly pricing update – Chinese private label (ex. fasteners) pricing all caught up GWW 2019-01-16 4
Proprietary data report - Industrial products channel pricing – broad-based increases at start of January 2019-01-16 14
DOV: Dover - Self-help standout DOV 2019-01-15 7
Multi Industry - Clearing the decks (Part I) 2019-01-11 19
GE: General Electric Co. - Cutting GE estimates and price target to $7 GE 2019-01-11 8
MSM: MSC - In-line F1Q19; weaker sequential guidance MSM 2019-01-09 3
Multi-Industry - Distributors data digest – pricing picking up 2019-01-08 4
MSM: MSC - Cutting MSC forecast estimates – driven by risks of softer economy MSM 2019-01-08 4
GE: General Electric Co. - Significant Healthcare deal + Aviation risks GE 2019-01-07 5

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