Multi-Industry

Title Tickers Date
MSM: MSC - In-line F4Q18 results; F1Q19 guide miss on lower gross margins MSM 2018-10-30
GE: General Electric Co. - Significant profit miss driven by Power and Renewables; dividend slashed GE 2018-10-30
3Q18 multi-industry mid-earnings review - Core growth selectively disappoints 2018-10-29
GE: General Electric Co. - Dividend cut, capital raise announcements may not come tomorrow GE 2018-10-29
ITT: ITT - Friction frenzy; conservative forecast points to upside ITT 2018-10-29
FTV: Fortive Corp. - Messy 3Q18 miss; 4Q guide reassuring FTV 2018-10-26
GE: General Electric Co. - Accounting change could drive additional insurance woes GE 2018-10-26
ROK: Rockwell - PTC read-through; positive IoT momentum ROK 2018-10-25
GE: General Electric Co. - GE Checklist GE 2018-10-25
ITW: ITW - Forecast reduction; negative catalysts slowly playing out ITW 2018-10-25
ITW: ITW - 3Q18 core growth miss; margins hold up ITW 2018-10-24
GWW: Grainger - Amazon Prime turns up the distribution heat GWW 2018-10-23
MMM: 3M - What’s holding up may not for long; share base forming? MMM 2018-10-23
MMM: 3M - 3Q18 miss exceeds expectations to the downside MMM 2018-10-23
GWW: Grainger - Lower leverage; cutting EPS and price target GWW 2018-10-19
HON: Honeywell - 3Q18 strength across the board; guidance upside; 2019 of roughly $8.50 HON 2018-10-19
DOV: Dover - Mixed 3Q18 Results; No EPS Raise DOV 2018-10-18
GWW: Grainger - Higher prices may not fully offset tariff cost increases GWW 2018-10-17
GWW: Grainger - Normalizing US operating leverage; results still disappoint GWW 2018-10-16
GWW: Grainger - 3Q18 Driven by low taxes/below the line; operating leverage plunges GWW 2018-10-16

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