Title Tickers Date
GE: General Electric Co. - Should GE walk from BioPharma? GE 2019-12-05
FTV: Fortive Corp. - Separation remains hot topic FTV 2019-12-04
HON: Honeywell - GTX and REZI risks appear minor HON 2019-12-03
GE: General Electric Co. - RSNA highlights; spotlight on GE share losses GE 2019-12-03
GE: General Electric Co. - Mixed Healthcare analyst meeting; FCF conversion pressures GE 2019-12-02
GE: General Electric Co. - Focus on Healthcare Remainco; upcoming IPO? GE 2019-12-02
China Industrial Land Snapshot - Frosted Land; Big Fund II and stalling industrial sales (better luck next year?) 2019-11-27
DOV: Dover - Warming Refrigeration profit outlook DOV 2019-11-25
HON: Honeywell - HBT meeting takeaways; Connected Building land grab HON 2019-11-22
ROK: Rockwell - Cloud Talk ROK 2019-11-20
AME: AMETEK, Inc. - Compounder Cornucopia AME 2019-11-19
GWW: Grainger - Rising risks into 2020 GWW 2019-11-18
MSM: MSC - Model update; dividend support offsets challenging fundamentals MSM 2019-11-18
ROK: Rockwell - F2019 10-K observations ROK 2019-11-15
ROK: Rockwell - Raising EPS forecast; demand volatility likely to continue ROK 2019-11-13
ROK: Rockwell - Meaningful F4Q19 beat; robust F20 guidance vs. expectations ROK 2019-11-12
EMR: Emerson - F4Q19 EPS in-line ex tax; disappointing F20 guidance EMR 2019-11-05
PH: Parker Hannifin - Upgrading to Hold; guidance cut rebases expectations PH 2019-11-04
ITT: ITT - Solid 3Q19 beat and raise ITT 2019-11-01
China Industrial Land Snapshot - EV winter, Petrochem boom and Industrial Results Worth Flagging 2019-11-01

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