Multi-Industry

Title Tickers Date Pages
DD: DUPONT DE NEMOURS INC - As cheap as they come DD 2020-03-09 9
MMM: 3M - Less defensive than meets the eye? MMM 2020-03-06 3
Multi-Industry - Sizing up dividend support and debt capacity for share repo 2020-03-06 8
HON: Honeywell - Aerospace ascent HON 2020-03-05 4
GE: General Electric Co. - In-line 2020 Outlook framework GE 2020-03-04 4
ETN: Eaton - Electrical everything ETN 2020-03-02 5
DOV: Dover - Fluids deep-dive DOV 2020-02-28 15
Multi-Industry - Covid crossroads 2020-02-27 6
FTV: Fortive Corp. - Vontier S-1 filing takeaways FTV 2020-02-25 4
AME: AMETEK, Inc. - Pricing power and M&A execution continue to drive upside AME 2020-02-24 7
CGNX: Cognex - Model update CGNX 2020-02-21 4
China Industrial Land Snapshot - Stimulus, company comments and supply chain concerns re Covid-19; Jan data points 2020-02-20 5
CGNX: Cognex - Rising uncertainties to prospective 5G smartphone capex ramp this year CGNX 2020-02-14 4
EMR: Emerson - 2020 Investor Conf – restructuring in focus EMR 2020-02-13 5
DD: DUPONT DE NEMOURS INC - Cutting estimates; de-risking earnings downside DD 2020-02-13 6
ETN: Eaton - Upgrading to Hold ETN 2020-02-12 5
EMR: Emerson - 2020 Investor conf preview; bust-up off the table EMR 2020-02-12 8
MMM: 3M - Cutting MMM price target to $151; PFAS Pickle MMM 2020-02-12 11
PH: Parker Hannifin - Lowering estimates; “recovery” hope trumps acquisitions performance/scrutiny PH 2020-02-11 6
FTV: Fortive Corp. - Model update; Vontier IPO and IT conservatism? FTV 2020-02-10 5

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