Multi-Industry

Title Tickers Date Pages
HON: Honeywell - 3Q18 strength across the board; guidance upside; 2019 of roughly $8.50 HON 2018-10-19 3
DOV: Dover - Mixed 3Q18 Results; No EPS Raise DOV 2018-10-18 4
GWW: Grainger - Higher prices may not fully offset tariff cost increases GWW 2018-10-17 10
GWW: Grainger - Normalizing US operating leverage; results still disappoint GWW 2018-10-16 4
GWW: Grainger - 3Q18 Driven by low taxes/below the line; operating leverage plunges GWW 2018-10-16 5
ETN: Eaton Initiation - Cyclical Headwinds Ahead; Portfolio Change Unlikely ETN 2018-10-12 12
FTV: Fortive Corp Initiation - Future Software Sensation FTV 2018-10-12 14
GWW: Grainger Initiation - Forecast EPS Upside; Growth Moderation GWW 2018-10-12 13
HDS: HD Supply Initiation - FM Hurdles; C&I Valuation Pressures HDS 2018-10-12 13
HON: Honeywell Initiation - Multi-Industry Leader HON 2018-10-12 17
ITW: Illinois Tool Works Initiation - Operational Excellence; Tricky Auto ITW 2018-10-12 14
MMM: 3M Initiation - Business Transformation Boost MMM 2018-10-12 16
ITT: ITT Corp Initiation - Pumping Up Future Profits ITT 2018-10-12 13
ROK: Rockwell Initiation - Software Future vs. Hardware Past ROK 2018-10-12 15
PH: Parker Hannifin Initiation - Cyclical Anchor; Longer Term Upside PH 2018-10-12 13
DOV: Dover Initiation - Cost Cutting Candy Store DOV 2018-10-12 1
MSM: MSC Industrial Direct Initiation - Inexpensive Play on Volume Reversal MSM 2018-10-12 12
EMR: Emerson Initiation - Digital Process-Driven Runway EMR 2018-10-12 14
GE: General Electric Initiation - Poorly Positioned for Economic Slowing GE 2018-10-12 18
Initiation of Coverage: Industrials, Multi-Industry - Cyclical Present, Digital Future 2018-10-12 25

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