| MMM: 3M - 3Q20 beat on operations
|
MMM |
Inch, John |
2020-10-27 |
3 |
| GWW: Grainger - Model update
|
GWW |
Inch, John |
2020-10-23 |
4 |
| ITW: ITW - 3Q20 beat across the board; Automotive rebound
|
ITW |
Inch, John |
2020-10-23 |
4 |
| GWW: Grainger - SG&A and better Single Channel drive beat but slow US sales recovery
|
GWW |
Inch, John |
2020-10-22 |
4 |
| Proprietary data (Discounting picked up slightly in October)
|
|
Inch, John |
2020-10-21 |
4 |
| Multi-Industry - Democratic sweep would meaningfully benefit Eaton
|
|
Inch, John |
2020-10-21 |
5 |
| HDS: HD Supply - Post C&I sale update; living space churn should continue to drive topline recovery
|
HDS |
Inch, John |
2020-10-21 |
4 |
| Proprietary data (Steady to slightly slower start in early October)
|
|
Inch, John |
2020-10-21 |
15 |
| DOV: Dover - Substantial 3Q20 beat; R&FE core growth turns positive
|
DOV |
Inch, John |
2020-10-20 |
3 |
| GE: General Electric Co. - PIMCO deal could reflect GECAS financial constraints
|
GE |
Inch, John |
2020-10-20 |
4 |
| GWW: Grainger - 3Q20 preview; negative bias into earnings
|
GWW |
Inch, John |
2020-10-19 |
5 |
| MSM: MSC - Cutting F4Q20. Weaker expected volume. Eyes on ops review opportunities
|
MSM |
Inch, John |
2020-10-19 |
4 |
| DD: DUPONT DE NEMOURS INC - Updating model for Non-core business sales
|
DD |
Inch, John |
2020-10-14 |
4 |
| FTV: Fortive Corp. - Updating FTV forecast and price target post Vontier spin
|
FTV |
Inch, John |
2020-10-13 |
4 |
| VNT: Vontier - EV pressures; M&A “Jack” still inside the box
|
VNT |
Inch, John |
2020-10-13 |
15 |
| Multi-Industry - Software valuation handbook
|
|
Delevska, Ivana |
2020-10-09 |
23 |
| MMM: 3M - Rising tide lifts all boats
|
MMM |
Inch, John |
2020-10-07 |
|
| GE: General Electric Co. - Wells notice; management shuffle
|
GE |
Inch, John |
2020-10-06 |
4 |
| DD: DUPONT DE NEMOURS INC - S&C deep dive; valuation booster
|
DD |
Inch, John |
2020-09-30 |
12 |
| Proprietary data (Prices steady after August price increase)
|
|
Inch, John |
2020-09-29 |
4 |