Title Tickers Date
DOV: Dover - Self-help standout DOV 2019-01-15
Multi Industry - Clearing the decks (Part I) 2019-01-11
GE: General Electric Co. - Cutting GE estimates and price target to $7 GE 2019-01-11
MSM: MSC - In-line F1Q19; weaker sequential guidance MSM 2019-01-09
Multi-Industry - Distributors data digest – pricing picking up 2019-01-08
MSM: MSC - Cutting MSC forecast estimates – driven by risks of softer economy MSM 2019-01-08
GE: General Electric Co. - Significant Healthcare deal + Aviation risks GE 2019-01-07
GE: General Electric Co. - Possible GECAS fire sale GE 2019-01-07
MMM: 3M - M*Modal provides strong strategic fit MMM 2018-12-20
GE: General Electric Co. - Mixed signals; Healthcare IPO = cash need sooner GE 2018-12-20
ROK: Rockwell - Rockwell technology conference call ROK 2018-12-18
EMR: Emerson - Weak C&RS; AS remains resilient, for now EMR 2018-12-17
GE: General Electric Co. - Bankruptcies could pressure aircraft lessors (GECAS) GE 2018-12-17
ROK: Rockwell - Dissecting Auto – favorable risk vs. return ROK 2018-12-14
GE: General Electric Co. - Imagination still at work? GE 2018-12-13
EMR: Emerson - Downgrading to Hold; Energy + China pressures EMR 2018-12-12
Multi-Industry - Global Debt Binge Sounds Warning Bell 2018-12-11
ITW: ITW - 2018 Investor Day optimism ITW 2018-12-07
Conference Call - Outlook for Corporate Change within the Industrials Landscape 2018-12-07
ETN: Eaton - Cyclical slump risks ETN 2018-12-06

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