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
- AGCO: A Beat with Legs - Adjusting Estimates Higher
- TKR: Fine Quarter, Harsh Reaction
- PCAR: No Sign of Slow Down in Build
- CAT: Early Stages of the Recovery Playbook
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
- COL FY3Q17 - First time with BEAV
- VRP A&D 2Q17 Earnings Preview - COL, SAF
- LLL 2Q17 - Beat driven by facilities sale
- TGI FY1Q18 - Burn baby burn, FCF inferno