Multi-Industry

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

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