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