Multi-Industry

Title Tickers Date Pages
ETN: Eaton - Catbird seat ETN 2020-12-07 4
MMM: 3M - More restructuring – apparently tied to SAP MMM 2020-12-03 3
GE: General Electric Co. - RSNA tour highlights GE 2020-12-03 4
HON: Honeywell - Upbeat outlook; software remains key focus HON 2020-12-01 4
Multi-Industry - Entering the automotive fast lane 2020-11-30 12
Proprietary data (November MRO traffic remains generally steady; Grainger decelerates) 2020-11-24 15
Proprietary data (Modest price increases in November) 2020-11-24 5
VNT: Vontier - Could Tritium boost VNT’s SOTP? VNT 2020-11-20 4
DOV: Dover - Fueling Solutions focus DOV 2020-11-19 3
ROK: Rockwell - Automation Fair 2020; stepping on the IIoT gas ROK 2020-11-17 5
HDS: HD Supply - HDS comes full circle with Home Depot deal HDS 2020-11-16 3
Multi-Industry - AWS Industrial IoT ambitions; OT/IT alliances forming 2020-11-16 11
Multi-Industry - 3Q20 wrap; key takeaways + vaccine opportunities 2020-11-12 8
ROK: Rockwell - Model update; increasing estimates ROK 2020-11-11 4
ITT: ITT - 3Q20 model update; execution to drive outperformance ITT 2020-11-10 5
ROK: Rockwell - F4Q20 beat; move to cash earnings ROK 2020-11-10 3
PH: Parker Hannifin - Model update; raising estimates; PT to $270 PH 2020-11-06 4
ETN: Eaton - Model update; raising estimates ETN 2020-11-05 4
PH: Parker Hannifin - Industrial bellwether beat; positioned to further outperform PH 2020-11-05 4
IR: Ingersoll Rand - Pivoting to growth IR 2020-11-05 8

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