Multi-Industry

Title Tickers Date
GE: General Electric Co. - Addicted to restructuring GE 2019-05-09
MMM: 3M - “Accelerating” decline MMM 2019-05-07
EMR: Emerson - Significant F2Q19 operating profit miss EMR 2019-05-07
Multi-Industry - Holding pattern for now; further weakness could emerge over coming months 2019-05-06
Multi-Industry - Key 1Q19 takeaways; mixed results 2019-05-06
ITT: ITT - Balanced 1Q19 offsets weaker global automotive; relatively strong results ITT 2019-05-03
MMM: 3M - Paying up for wound care MMM 2019-05-02
PH: Parker Hannifin - Orders rolling over; F4Q guidance miss PH 2019-05-02
GE: General Electric Co. - Additional GE 1Q19 revelations GE 2019-04-30
ETN: Eaton - In-line 1Q and guidance; deteriorating Mobile offsets Electrical strengths ETN 2019-04-30
GE: General Electric Co. - Reduced 1Q19 operating results largely in-line; cash flow boosted by BHGE and timing GE 2019-04-30
CGNX: Cognex - Consumer Electronics drove guidance miss again; premature to call bottom CGNX 2019-04-30
PH: Parker Hannifin - Pricey LORD deal; cost synergies seem aggressive PH 2019-04-29
EMR: Emerson - Slowing orders driven by upstream O&G pause EMR 2019-04-29
ITW: ITW - Relative near-term safe haven ITW 2019-04-29
MMM: 3M - Downgrading to Hold; Execution concerns, litigation overhang MMM 2019-04-29
ROK: Rockwell - Short-term pain driven by Auto; LT opportunities remain intact ROK 2019-04-26
FTV: Fortive Corp. - Disappointing 1Q19 PI results; guidance increase less than expected FTV 2019-04-25
FTV: Fortive Corp. - Disappointing 1Q19 PI results; guidance increase less than expected FTV 2019-04-25
ROK: Rockwell - PTC cut bookings guide; IoT appears alive and well ROK 2019-04-25

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