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
- 2018 Outlook: Shift to Stock Selection; Upgrade DE to Buy
- PCAR: Transmission Launch and Implications from more Vertical Integration
- DE: Tripped Up By Higher Costs
- URI: Striking the Yellow Iron
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?
Global Aerospace & Defense
- CACI FY4Q18 - Another shoot-the-lights-out margin quarter
- A&D Battleground -- General Dynamics
- PRSP FY1Q19 - Pretty standard, really
- TGI FY1Q19 - Triumph....so hot right now