Deep Dives

Machinery

  • LECO: Downgrade to Sell on 2019 Set-up
  • Machinery: Mining Equipment - Slower Growth And Some 2019 Vulnerabilities On Divergent Trends
  • Machinery: 4Q Preview - Sizing Up Sentiment
  • Vertical Research Partners Top Picks - VRP Top Picks for 2019

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Packaging and Forest Products

  • Rigid & Flexible Packaging: Taking a Fresh Look at Resins as Relief Seen in 2019
  • Vertical Research Partners Top Picks - VRP Top Picks for 2019
  • Packaging and Forest Products: Recession Fully Reflected. What Happens Next?
  • Containerboard: Capacity Growth to Slow in 2019, Come in Lower in 2020

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Global Aerospace & Defense

  • Global Aerospace & Defense: Q&A Pack - 1Q19
  • HRS: Time for the big-time
  • SPR: 4Q18 - All systems go in 2019
  • Airline Scorecard: January 2019 - More positive datapoints

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Chemicals

  • OLN: Catalysts in 2021 Render Cycle Option Inexpensive
  • Chemicals: Lithium Landscape; Mountains and Molehills in Chile
  • LYB: Crude Thoughts; Maya "K-Factor" Tanks Crack Spread
  • LIN: New $6bn Repo Plan is a Step in the Right Direction

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Metals & Mining

  • ARCH: Quick Payback Period Expected for Leer South, Internal Cash Accruals Look Strong for Capex needs - Reaffirm Buy
  • KGC: Strong End to 2018; Tasiast Phase One Performing Well
  • ARCH: Strong End to 2018, Repurchases Additional Shares, Raises Dividend and Approves Leer South Project
  • GOLD: 4Q18 EPS In-Line, Initial 2019 Outlook Appears a Little Light

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Engineering & Construction

  • MDR: Additional Charges at Cameron Disappointing
  • JEC: Balanced Growth Ahead of Investor Day - Reaffirm Buy
  • JEC: Q1 Beat, Balanced Growth - Reaffirm Buy
  • Engineering & Construction: Project Pulse: McDermott JV Secures Golden Pass LNG EPC Award

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Airlines

  • U.S. Airlines: 2019 guidance sets high bar for revenue while 'capacity discipline' thesis now seems like a distant memory - Initiating U.S. Airlines coverage with cautious view

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Electrical Equipment & Multi-Industry

  • EMR: Multi-Year Outlook Solid On Internal and External Growth Drivers
  • SU-FR: Schneider Posts Strong Finish to Year on Broad Strength
  • WSO: Operational Miss, Sales Light Again vs. Industry
  • EE/MI: Cleveland Day Trip - Cycle Still Moving Along

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