Title Tickers Date
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
HD Supply (In-line F1Q19, but F2Q19 miss- weak May and full-year guidance cut) HDS 2019-06-11
Multi-Industry - Aerospace tie-up twists and wrinkles 2019-06-11
Proprietary data (Industrial products pricing - no price increase despite tariff hike; Mexico exposure) 2019-06-10
MSM: MSC - Downgrading to Hold; fading fortunes MSM 2019-06-10
Multi-Industry - 3M: PFAS conference call #2 2019-06-10
Multi-Industry - The coming margin recession 2019-06-10
GE: General Electric Co. - Power competition further heats up GE 2019-06-07
FTV: Fortive Corp. - Key EHSQ bolt-on; software march presses on FTV 2019-06-06

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