Multi-Industry

Title Tickers Date Pages
IR: Ingersoll Rand - Investor day takeaways IR 2020-04-15 3
GE: General Electric Co. - 2020 proxy analysis highlights GE 2020-04-15 4
IR: Ingersoll Rand - Industrial synergy play IR 2020-04-14
Multi-industry - Positioning for future rebound 2020-04-14 15
MSM: MSC - Adjusting near-term estimates; but FY21 forecasts unchanged MSM 2020-04-13 4
DD: DUPONT DE NEMOURS INC - Adjusting estimates lower; cyclical recovery play DD 2020-04-09 5
MSM: MSC - Gov’t sales surge; guidance suspended MSM 2020-04-08 3
GWW: Grainger - Future upside expected to lag; Downgrading to Underperform GWW 2020-04-07 12
MSM: MSC - Cutting estimates; expect lackluster future rebound MSM 2020-04-07 6
GE: General Electric Co. - Equity capital raise back on the table; Aviation compensation machine GE 2020-04-06 5
ETN: Eaton - Defensive opportunity; Upgrading to Buy ETN 2020-04-03 11
ITW: ITW - Premier Industrial on sale; Upgrading to Buy ITW 2020-04-03 11
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

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