Multi-Industry

Title Tickers Date Pages
HDS: HD Supply - March trend and April daily sales expectations update HDS 2020-03-31 4
Multi-Industry Research - COVID Construction Digest 2020-03-31 4
MMM: 3M - Dividend risks; Downgrade to Underperform MMM 2020-03-30 13
Multi-Industry Research - Multi-Industry COVID end markets heat map 2020-03-26 4
ROK: Rockwell - Post-COVID automation winner; Upgrading to Buy ROK 2020-03-25 11
PH: Parker Hannifin - High debt load could weigh on “go-to” recovery name PH 2020-03-25 12
MMM: 3M - DOD PFAS contamination site count soars MMM 2020-03-19 3
GE: General Electric Co. - GE not seeking direct government assistance GE 2020-03-18 3
GE: General Electric Co. - GE not seeking direct government assistance GE 2020-03-18 3
HDS: HD Supply - Near term FM risks; credit/liquidity conditions could prevent quick C&I recovery HDS 2020-03-18 7
HDS: HD Supply - F4Q19 beat; guidance suspended HDS 2020-03-17 3
Multi-Industry - Pairing DD long vs. MMM 2020-03-17 9
GE: General Electric Co. - In the Aviation crosshairs GE 2020-03-16 5
PH: Parker Hannifin - Analyst meeting contains few surprises; EPS presentation shift PH 2020-03-13 5
Multi-Industry - Pairing HON long vs. GE 2020-03-13 8
DD: DUPONT DE NEMOURS INC - China impact better than feared; Tyvek offset DD 2020-03-12 5
ROK: Rockwell - Still cyclical, even if less so ROK 2020-03-11 4
General Electric Co. (Excess liability concerns are back ) GE 2020-03-11 5
MMM: 3M - Face masks only incremental; EPA working on (PFAS) MCL MMM 2020-03-10 4
HON: Honeywell - Coronavirus manageable thus far HON 2020-03-10 3

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