Multi-Industry

Title Tickers Date Pages
China Industrial Land Snapshot - China Industrial recovery; near-term flood impact; from face mask scarcity… to excess 2020-07-22 4
MSM: MSC - Model update MSM 2020-07-14 3
CGNX: Cognex - Expect 2Q20 EPS upside; focus move towards pace of 2H and 2021 recovery CGNX 2020-07-14 5
EMR: Emerson - In the ESG crosshairs EMR 2020-07-13 7
GWW: Grainger - Upgrading to Hold; slower recovery should favor GWW GWW 2020-07-09 6
MMM: 3M - Possible negative 3M future PPE read-through MMM 2020-07-08 3
MSM: MSC - F3Q20 margins beat; June ADS plunge MSM 2020-07-08 3
MSM: MSC - Raising estimates to reflect COVID-related product boost MSM 2020-07-07 5
ETN: Eaton - Establishing Multi-Industry Climate leadership ETN 2020-07-01 4
Multi-Industry - Sizing up Multi-Industry Climate disclosures; opportunities for environmental leaders 2020-07-01 16
ESG Deep Dive - Focusing on the “E” in ESG; Assessing risks and opportunities 2020-07-01 55
Multi-Industry (Capital Allocation (Part 1): Focus on share repurchases ) 2020-06-29 8
Multi-Industry Research - Is the “compounder” model over? 2020-06-25 6
AME: AMETEK, Inc. - Expect EPS to double in <5 years AME 2020-06-24
ITT: ITT - CEO reinforces IP margin expansion ITT 2020-06-19 4
PH: Parker Hannifin - Upgrading to Buy; entering recovery phase PH 2020-06-16 8
GE: General Electric Co. - Aviation head to step down; outsider to replace GE 2020-06-15 3
ITW: ITW - Growth pivot ITW 2020-06-11 12
HDS: HD Supply - Raising forecast to reflect more rapid near-term recovery HDS 2020-06-10 4
HDS: HD Supply - F1Q20 matches consensus EBITDA; sequential May improvement HDS 2020-06-09 3

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