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GE: General Electric Co. - GECAS sale: timing would...
GE: General Electric Co. - GECAS sale: timing would appear at cycle bottom?
3-8-2021
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Proprietary data - Little sequential traffic uptick in...
Proprietary data - Little sequential traffic uptick in February
3-2-2021
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Proprietary data - Stable pricing in February
Proprietary data - Stable pricing in February
3-2-2021
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ETN: Eaton - Digital targets defined
ETN: Eaton - Digital targets defined
3-1-2021
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GE: General Electric Co. - 2020 highlights prior...
GE: General Electric Co. - 2020 highlights prior restructuring “black box”
2-25-2021
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ITT: ITT - Raising estimates; upside options from...
ITT: ITT - Raising estimates; upside options from economy, M&A, asbestos
2-22-2021
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ETN: Eaton - Texas: Grid investment catalyst
ETN: Eaton - Texas: Grid investment catalyst
2-21-2021
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ITT: ITT - Strong 4Q20 result; 2021 guidance matches...
ITT: ITT - Strong 4Q20 result; 2021 guidance matches consensus
2-19-2021
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EMR: Emerson - Steady as she goes; “V” recovery on track
EMR: Emerson - Steady as she goes; “V” recovery on track
2-16-2021
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VNT: Vontier - Model update
VNT: Vontier - Model update
2-12-2021
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CGNX: Cognex - Strong beat and upside guidance driven...
CGNX: Cognex - Strong beat and upside guidance driven by logistics strength
2-12-2021
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VNT: Vontier - In-line 4Q20 results; 2H21 guidance...
VNT: Vontier - In-line 4Q20 results; 2H21 guidance headwinds
2-11-2021
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EMR: Emerson - Model update
EMR: Emerson - Model update
2-10-2021
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DD: DUPONT DE NEMOURS INC - Model update; Back to basics
DD: DUPONT DE NEMOURS INC - Model update; Back to basics
2-10-2021
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FTV: Fortive Corp. - Model update; M&A expectations...
FTV: Fortive Corp. - Model update; M&A expectations driving the bus
2-9-2021
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PH: Parker Hannifin - Model update; raising price...
PH: Parker Hannifin - Model update; raising price target to $315
2-9-2021
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DD: DUPONT DE NEMOURS INC - 2021 guidance ahead of...
DD: DUPONT DE NEMOURS INC - 2021 guidance ahead of expectations
2-9-2021
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GWW: Grainger - Model update
GWW: Grainger - Model update
2-8-2021
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ITW: ITW - Model update
ITW: ITW - Model update
2-8-2021
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ITW: ITW - Strong 4Q20 beat; highest Multi core growth...
ITW: ITW - Strong 4Q20 beat; highest Multi core growth 2021 guide
2-5-2021

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