Multi-Industry

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

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