Title Tickers Date
HON: Honeywell - 2Q19 upside results despite SPS shortfall; robust 3Q19 guidance HON 2019-07-23
GE: General Electric Co. - GE to “beat” its 2Q19 cash guidance GE 2019-07-23
CGNX: Cognex - 2Q19 preview – Logistics softness could add to Auto & Electronics woes CGNX 2019-07-22
DOV: Dover - Solid 2Q19; Fluids again drives upside DOV 2019-07-18
HON: Honeywell - Caught in the China crossfire? HON 2019-07-17
GWW: Grainger - Expect in-line 2Q19 against lowered expectations; 2H uncertainties GWW 2019-07-17
MSM: MSC - Fine-tuning FY20 estimates lower; pricing pressure moving upstream MSM 2019-07-16
MSM: MSC - Significant F3Q19 miss and guide-down MSM 2019-07-10
Proprietary data (MRO distribution web traffic report - mixed traffic trend continues in June) 2019-07-09
Proprietary data (Industrial products pricing - little price movement in July) 2019-07-09
MMM: 3M - PFAS Primer: in the chemical crosshairs MMM 2019-07-08
ROK: Rockwell - “Biodiversity” ROK 2019-06-24
ETN: Eaton - Executive moves could signal future separation option ETN 2019-06-21
GE: General Electric Co. - Airshow wrap – lingering cash flow doubts GE 2019-06-20
GE: General Electric Co. - Aviation presentation: additional cash flow questions GE 2019-06-18
EMR: Emerson - Steady AS in May; softer Climate in Asia than expected EMR 2019-06-17
GE: General Electric Co. - UTX+RTN read-through: GE Aviation <$50bn equity value GE 2019-06-13
Multi-industry - PFAS Round 2 2019-06-13
EMR: Emerson - Climate change EMR 2019-06-11
HDS: HD Supply - 2016 all over again? HDS 2019-06-11

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