Electrical Equipment & Multi-Industry
- XYL: "Pumped" Up Valuation, Potential Muni Wobble Injects Risk; Downgrade to Sell
- 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
- 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
- Pulp, Paper, and Containerboard -- Hurricane Florence Likely to Have Less Impact Overall Than 2017's Harvey
- International Paper -- Box Volume Acceleration Seen in August
- Containerboard -- China Shows Fear of a Board-Short World
- Containerboard -- Is This Like DS Smith Paying $37 Per Share for KapStone?
Global Aerospace & Defense
- Fed IT - 3Q18 Earnings Preview
- Global Aerospace & Defense - 3Q18 Earnings Preview
- HII - Counterpunch
- DEFCON - Have we reached the peak in Fed IT?