| ITW: ITW - Weaker 1Q19 core growth; guidance reaffirmed
|
ITW |
Inch, John |
2019-04-25 |
| ROK: Rockwell - F2Q19 miss on Auto; outlook trimmed to consensus
|
ROK |
Inch, John |
2019-04-25 |
| DOV: Dover - Seeing the forest for the trees
|
DOV |
Inch, John |
2019-04-24 |
| GWW: Grainger - Lowering estimates; cost control not enough to offset slowing volume
|
GWW |
Inch, John |
2019-04-23 |
| GWW: Grainger - 1Q19 revenues miss again; messy “adjustments”
|
GWW |
Inch, John |
2019-04-22 |
| DOV: Dover - Strong 1Q19 – driven by ES and Fluids core growth upside
|
DOV |
Inch, John |
2019-04-18 |
| HON: Honeywell - Broad-based 1Q19 strength; HBT turns up core growth
|
HON |
Inch, John |
2019-04-18 |
| CGNX: Cognex - Strong secular appeal, but upside catalysts are beyond 2019
|
CGNX |
Inch, John |
2019-04-17 |
| HON: Honeywell - Favorable HON set-up into 1Q19 print
|
HON |
Inch, John |
2019-04-16 |
| GWW: Grainger - Downgrading to Underperform; risk/reward shifts to the downside on slowing US sales
|
GWW |
Inch, John |
2019-04-12 |
| MSM: MSC - F2Q19 miss driven primarily by gross margins; weak F3Q guide
|
MSM |
Inch, John |
2019-04-10 |
| ITT: ITT - Foundation for upside now in place; raising price target to $70
|
ITT |
Inch, John |
2019-04-09 |
| GE: General Electric Co. - Setting realistic 1Q19 FCF expectations
|
GE |
Inch, John |
2019-04-08 |
| MSC F2Q19 preview - sequential GM guide likely to set the tone for 2H share performance
|
MSM |
Inch, John |
2019-04-05 |
| DOV: Dover - Finder farewell
|
DOV |
Inch, John |
2019-04-03 |
| GE: General Electric Co. - GE outsized debt points to underperformance in future economic softening
|
GE |
Inch, John |
2019-04-03 |
| European trade show takeaways - Another European step-down in demand despite Brexit stockpiling
|
|
Inch, John |
2019-04-03 |
| Multi-Industry - Recent international tradeshows takeaways – negative feedback loop
|
|
Inch, John |
2019-04-02 |
| DOV: Dover - Premier multi-industry self-help story; raising price target to $101
|
DOV |
Inch, John |
2019-03-27 |
| GE: General Electric Co. - Siemens + Chinese Power announcement – another setback for GE
|
GE |
Inch, John |
2019-03-26 |