Electrical Equipment & Multi-Industry
- GE: Bridge to 2018 Built on Non-Cash Alstom Earnings?
- EE/MI: Balance Sheets Generally Solid, But Pensions Cause Some Restraint
- ROP: Q2 OP Miss and Lowered Full Year
- AME: Searching for the Lost Premium; Assume With Hold Rating, $50 PT
- PCAR: Transmission Launch and Implications from more Vertical Integration
- DE: Tripped Up By Higher Costs
- URI: Striking the Yellow Iron
- Machinery: Early Momentum in Mining Equipment Recovery
Packaging and Forest Products
- Containerboard -- Is This Like DS Smith Paying $37 Per Share for KapStone?
- Containerboard - Could We See a US Price Increase in 2016?
- Paper & Packaging - VRP Conference Highlights
- Containerboard - Are Containerboard Deals About To Heat Up?
- Elevated Grains to Drive Share Price Gains - Launching on Ag Processors with 3 Buys and 2 Holds
- Stocks Plowed Under, Room to Grow from Here - Launching on Ag & Chemicals
Global Aerospace & Defense
- Global Aerospace & Defense - 3Q17 Wrap
- SAIC - Revenue disconnect, consensus too bullish
- TDG FY4Q17 - Buy the Dip
- CSRA FY2Q18 - Short position justified