| IR: Ingersoll Rand - Line of sight to 25% Industrial margins
|
IR |
Delevska, Ivana |
2020-06-03 |
4 |
| MMM: 3M - Unexpected CFO transition
|
MMM |
Inch, John |
2020-06-03 |
3 |
| ITT: ITT - Positioning for future upside
|
ITT |
Inch, John |
2020-06-02 |
3 |
| HDS: HD Supply - Expect “catch-up” trade into earnings; more challenged outlook beyond reopening “bounce”
|
HDS |
Inch, John |
2020-06-02 |
6 |
| CGNX: Cognex - Sizeable headcount reduction highlights more challenged recovery reality
|
CGNX |
Lau, Karen |
2020-05-29 |
4 |
| ITT: ITT - Significant Long-Term IP Margin Upside
|
ITT |
Inch, John |
2020-05-29 |
18 |
| DD: DUPONT DE NEMOURS INC - Multi-pronged value generation
|
DD |
Inch, John |
2020-05-28 |
4 |
| GE: General Electric Co. - In the long-term grips of recession
|
GE |
Inch, John |
2020-05-28 |
3 |
| MMM: 3M - M&A > share repo; China caution
|
MMM |
Inch, John |
2020-05-27 |
3 |
| Multi-Industry Research - The coming Cold War with China
|
|
Inch, John |
2020-05-19 |
7 |
| Multi-Industry - Sizing up cost actions + decremental targets
|
|
Inch, John |
2020-05-14 |
7 |
| DOV: Dover - Portfolio strengthening actions on track
|
DOV |
Inch, John |
2020-05-13 |
3 |
| HON: Honeywell - Implementing its recession playbook; Managing Towards Growth
|
HON |
Inch, John |
2020-05-13 |
4 |
| ROK: Rockwell - Share gains ahead
|
ROK |
Inch, John |
2020-05-13 |
4 |
| IR: Ingersoll Rand - Slight 1Q20 EBITDA miss driven by China; impressive margins
|
IR |
Delevska, Ivana |
2020-05-12 |
5 |
| HON: Honeywell - Managing for recovery; reiterate long HON vs. GE
|
HON |
Inch, John |
2020-05-11 |
6 |
| DD: DUPONT DE NEMOURS INC - Essentially diversified; raising PT to $60; reiterate long DD short MMM
|
DD |
Inch, John |
2020-05-11 |
5 |
| FTV: Fortive Corp. - Ongoing variable contribution margin risks
|
FTV |
Inch, John |
2020-05-08 |
5 |
| ITW: ITW - M&A beginning to dial up
|
ITW |
Inch, John |
2020-05-08 |
|
| PH: Parker Hannifin - Variable contribution puts and takes; costs of “holding the line”?
|
PH |
Inch, John |
2020-05-08 |
5 |