Title Tickers Date
DOV: Dover - Strong 1Q19 – driven by ES and Fluids core growth upside DOV 2019-04-18
HON: Honeywell - Broad-based 1Q19 strength; HBT turns up core growth HON 2019-04-18
CGNX: Cognex - Strong secular appeal, but upside catalysts are beyond 2019 CGNX 2019-04-17
HON: Honeywell - Favorable HON set-up into 1Q19 print HON 2019-04-16
GWW: Grainger - Downgrading to Underperform; risk/reward shifts to the downside on slowing US sales GWW 2019-04-12
MSM: MSC - F2Q19 miss driven primarily by gross margins; weak F3Q guide MSM 2019-04-10
ITT: ITT - Foundation for upside now in place; raising price target to $70 ITT 2019-04-09
GE: General Electric Co. - Setting realistic 1Q19 FCF expectations GE 2019-04-08
MSC F2Q19 preview - sequential GM guide likely to set the tone for 2H share performance MSM 2019-04-05
DOV: Dover - Finder farewell DOV 2019-04-03
GE: General Electric Co. - GE outsized debt points to underperformance in future economic softening GE 2019-04-03
European trade show takeaways - Another European step-down in demand despite Brexit stockpiling 2019-04-03
Multi-Industry - Recent international tradeshows takeaways – negative feedback loop 2019-04-02
DOV: Dover - Premier multi-industry self-help story; raising price target to $101 DOV 2019-03-27
GE: General Electric Co. - Siemens + Chinese Power announcement – another setback for GE GE 2019-03-26
GE: General Electric Co. - Healthcare hokey pokey GE 2019-03-26
MMM: 3M - Positioned to outperform in softening economy MMM 2019-03-24
3M (3M indicates further near-term guidance & cuts ) MMM 2019-03-21
Proprietary data (Industrial products channel pricing - discounting picked up slightly) 2019-03-21
Proprietary data (MRO distribution web traffic report) 2019-03-20

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