Multi-Industry

Title Tickers Date Pages
MMM: 3M - M*Modal provides strong strategic fit MMM 2018-12-20 3
GE: General Electric Co. - Mixed signals; Healthcare IPO = cash need sooner GE 2018-12-20 3
ROK: Rockwell - Rockwell technology conference call ROK 2018-12-18 3
EMR: Emerson - Weak C&RS; AS remains resilient, for now EMR 2018-12-17 3
GE: General Electric Co. - Bankruptcies could pressure aircraft lessors (GECAS) GE 2018-12-17 3
ROK: Rockwell - Dissecting Auto – favorable risk vs. return ROK 2018-12-14 16
GE: General Electric Co. - Imagination still at work? GE 2018-12-13 4
EMR: Emerson - Downgrading to Hold; Energy + China pressures EMR 2018-12-12 10
Multi-Industry - Global Debt Binge Sounds Warning Bell 2018-12-11 14
ITW: ITW - 2018 Investor Day optimism ITW 2018-12-07 4
Conference Call - Outlook for Corporate Change within the Industrials Landscape 2018-12-07 2
ETN: Eaton - Cyclical slump risks ETN 2018-12-06 5
HDS: HD Supply - In-line F3Q18; robust FM sales; decelerating C&I HDS 2018-12-04 5
ITW: ITW - ITW 2019 preview; portfolio and growth watch ITW 2018-12-04 11
MSM: MSC - MSC meeting highlights; future M&A ramp MSM 2018-12-03 4
HDS: HD Supply - Expect slight F3Q18 beat HDS 2018-11-29 4
GE: General Electric Co. - Healthcare IPO – the last bullet GE 2018-11-29 6
GE: General Electric Co. - “Crown Jewel” Capital assets rated junk GE 2018-11-28 4
GE: General Electric Co. - Waypoint bankruptcy could point to future GECAS stress GE 2018-11-26 3
GE: General Electric Co. - BHGE fire sale could drive $ billions in additional write-downs GE 2018-11-23 6

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