05.24.2021 |
DE
|
DE: Visibility Extends - Cycle Perspective and Update to Outlook
|
Machinery |
Buy |
|
05.05.2021 |
CNHI
|
CNHI: Best Q1 in 7+ Years. Swapping DE with CNHI as a Top Machinery Pick
|
Machinery |
Buy |
|
05.03.2021 |
AGCO
|
Machinery: Bearings Bounce, Channel Inventories Stay Lean. TKR Rolls Along
|
Machinery |
N/A |
|
04.21.2021 |
AGCO
|
Machinery: Chart(s) of the Day - Construction by IoT Connectivity, Size, Geo and Product
|
Machinery |
N/A |
|
04.19.2021 |
AGCO
|
Machinery: Q1 Preview - Fueled Up, Supply Chain Gating Factor on Outlook
|
Machinery |
N/A |
|
04.19.2021 |
CNHI
|
CNHI: IVECO Sale Talks Terminate with FAW. No Change to Value Unlock Story
|
Machinery |
Buy |
|
04.06.2021 |
AGCO
|
Machinery: Cycle Spotlight - Ag Equipment
|
Machinery |
N/A |
|
03.31.2021 |
CTVA
|
Agricultural Chemicals and Machinery: Where Did the Acres Go? Corn, Soy Intentions Look Light
|
Machinery |
N/A |
|
03.17.2021 |
AGCO
|
Machinery: Vertical View - A Hydrogen Future?
|
Machinery |
N/A |
|
03.10.2021 |
TEX
|
TEX: Sensitizing an AWP Margin Lift; 2023 EPS $1 Too Low (25%+ upside)?
|
Machinery |
Buy |
|
03.03.2021 |
RXN
|
RXN: Water "Dive" Reveals Wide Valuation Discount; Reiterate as a Top Pick
|
Machinery |
Buy |
|
02.18.2021 |
ALSN
|
ALSN: Rising Investment Concerns Linger Heading in to Blurry H1
|
Machinery |
Hold |
|
02.04.2021 |
CNHI
|
CNHI: Value Unlock Could Be Significant. Upgrade to BUY
|
Machinery |
Buy |
|
01.21.2021 |
AIR-FR
|
Vertical Research Partners Top Picks - VRP Top Picks for 2021
|
Machinery |
N/A |
|
01.20.2021 |
AGCO
|
Machinery: Initiating Coverage - A New Machinery Regime Enters the Next Up-Cycle
|
Machinery |
N/A |
|
09.14.2020 |
MMM
|
VRP Conference: Rising to the Challenge of the Global Pandemic
|
Machinery |
N/A |
|
08.06.2020 |
AGCO
|
Machinery: Q2 Review - Assessing Cost Management
|
Machinery |
N/A |
|
07.27.2020 |
TEX
|
TEX: Upgrade to Buy
|
Machinery |
Buy |
|
06.15.2020 |
AGCO
|
Construction Equipment: Early Cycle History Buries Structural Concerns
|
Machinery |
N/A |
|
05.21.2020 |
DE
|
DE: U.S. Ag Down But Not Out
|
Machinery |
Hold |
|
04.20.2020 |
MMM
|
Vertical Research Partners: Trading Pairs from VRP Research Team
|
Machinery |
N/A |
|
04.17.2020 |
AGCO
|
Machinery: 2021 - A Look At Troughs & NTM Recoveries
|
Machinery |
N/A |
|
04.03.2020 |
AGCO
|
Machinery: Trough Earnings vs Recent Valuation Lows
|
Machinery |
Hold |
|
03.16.2020 |
AGCO
|
Machinery: Evaluating The Selloff So Far
|
Machinery |
N/A |
|
02.27.2020 |
AGCO
|
Machinery: Sell-offs & Machinery Stocks
|
Machinery |
N/A |
|
02.21.2020 |
DE
|
DE: Some Ag Hope
|
Machinery |
Hold |
|
02.10.2020 |
CAT
|
Mining Equipment: Another Tick Down On Consistent Headwinds
|
Machinery |
N/A |
|
01.22.2020 |
AIR-FR
|
Vertical Research Partners Top Picks - VRP Top Picks for 2020
|
Machinery |
N/A |
|
01.07.2020 |
AGCO
|
Machinery: Charting The 2020 Outlook
|
Machinery |
N/A |
|
12.13.2019 |
TKR
|
TKR: Strengthening The Case For Multiple Expansion
|
Machinery |
Buy |
|
12.11.2019 |
URI
|
URI: Specialty In Focus
|
Machinery |
Buy |
|
11.19.2019 |
ALSN
|
ALSN: Upgrade to Buy
|
Machinery |
Buy |
|
11.11.2019 |
AGCO
|
Machinery: 3Q Review - The Badder The Better
|
Machinery |
N/A |
|
11.06.2019 |
CAT
|
Mining Equipment: 2018 Growth Drivers Now 2019 Headwinds
|
Machinery |
N/A |
|
10.15.2019 |
MMM
|
VRP Road Trip: United We Stand - UTX, URI, UAL
|
Machinery |
N/A |
|
10.07.2019 |
AGCO
|
Machinery: Charting the Recent Pullback & Setup Into Q3
|
Machinery |
N/A |
|
09.18.2019 |
PWR
|
Vertical Research Partners Top Picks - Remainder of 2019 Update
|
Machinery |
N/A |
|
09.09.2019 |
CNHI
|
CNHI: Transformation Targets with Time to Monitor
|
Machinery |
Hold |
|
09.09.2019 |
HON
|
VRP Conference: Slow Melting Ice Cube in the Industrial Core
|
Machinery |
N/A |
|
08.28.2019 |
AGCO
|
Machinery: Farm Progress Show - Meeting Takeaways
|
Machinery |
N/A |
|
08.15.2019 |
ALSN
|
Machinery: Truck Takeaways Post ACT Conference
|
Machinery |
N/A |
|
08.12.2019 |
RXN
|
RXN: Management Meeting Takeaways
|
Machinery |
Buy |
|
08.12.2019 |
CAT
|
Machinery: Mining Equipment - Q2 Shipments Better Than First Blush
|
Machinery |
N/A |
|
08.02.2019 |
AGCO
|
Machinery: Q2 Review - Assessing the Damage
|
Machinery |
N/A |
|
07.10.2019 |
AGCO
|
Machinery: 2Q Preview - More About Sentiment Than Surprises
|
Machinery |
N/A |
|
06.13.2019 |
AGCO
|
Machinery: Charting The Late Cycle Machinery Set-up
|
Machinery |
N/A |
|
06.05.2019 |
CAT
|
EE/MI and Machinery: Chicago Field Trip: ITW, DOV, IEX, CAT, CNHI, Komatsu
|
Machinery |
N/A |
|
05.12.2019 |
CAT
|
Machinery: Mining Equipment - Slower Growth, Recovery Tone Leans Constructive
|
Machinery |
N/A |
|
05.03.2019 |
CAT
|
CAT: A Great Investor Day Message
|
Machinery |
Buy |
|
04.29.2019 |
CAT
|
CAT: Investor Day - Should Be Good, Could Be Great
|
Machinery |
Buy |
|
04.12.2019 |
AGCO
|
Machinery: 1Q19 Preview - Boring Would Be Beautiful
|
Machinery |
N/A |
|
04.08.2019 |
DE
|
DE: Sizing Precision Ag
|
Machinery |
Buy |
|
04.03.2019 |
DE
|
DE: Notes from the Road
|
Machinery |
Buy |
|
03.29.2019 |
AHT-GB
|
Machinery: West Texas Field Trip - CMI, URI & Sunbelt
|
Machinery |
N/A |
|
03.12.2019 |
AGCO
|
Machinery: U.S. Ag Equipment - More About 2020 Than 2019
|
Machinery |
N/A |
|
02.20.2019 |
AHT-GB
|
Machinery: ARA Rental Show - A Strong 2019 Ahead
|
Machinery |
N/A |
|
02.14.2019 |
LECO
|
LECO: Downgrade to Sell on 2019 Set-up
|
Machinery |
Sell |
|
02.12.2019 |
CAT
|
Machinery: Mining Equipment - Slower Growth And Some 2019 Vulnerabilities On Divergent Trends
|
Machinery |
N/A |
|
01.18.2019 |
AGCO
|
Machinery: 4Q Preview - Sizing Up Sentiment
|
Machinery |
N/A |
|
01.15.2019 |
AIR-FR
|
Vertical Research Partners Top Picks - VRP Top Picks for 2019
|
Machinery |
N/A |
|
01.08.2019 |
DE
|
DE: Headwinds and Tailwinds Post Management Meeting
|
Machinery |
Buy |
|
01.07.2019 |
AGCO
|
Machinery: 2019 Outlook - Exploring Trough While Navigating The Chop
|
Machinery |
N/A |
|
12.12.2018 |
URI
|
URI: Better Than Ever, And Very Inexpensive
|
Machinery |
Buy |
|
12.03.2018 |
AGCO
|
Machinery: G20 Boost To U.S. Farmers
|
Machinery |
N/A |
|
12.03.2018 |
URI
|
URI: Mapping A Downturn
|
Machinery |
Buy |
|
11.20.2018 |
AGCO
|
Machinery: Farm Health Assessment Ahead of Deere Earnings
|
Machinery |
N/A |
|
01.05.2018 |
RXN
|
2018 Outlook: Shift to Stock Selection; Upgrade DE to Buy
|
Machinery |
N/A |
|
08.23.2017 |
CMI
|
PCAR: Transmission Launch and Implications from more Vertical Integration
|
Machinery |
N/A |
|
08.21.2017 |
DE
|
DE: Tripped Up By Higher Costs
|
Machinery |
Hold |
|
08.17.2017 |
URI
|
URI: Striking the Yellow Iron
|
Machinery |
Buy |
|
08.04.2017 |
CMI
|
Machinery: Early Momentum in Mining Equipment Recovery
|
Machinery |
N/A |
|
08.02.2017 |
TEX
|
TEX: Better Bridge on Cranes, AWP Margins Light
|
Machinery |
Hold |
|
08.02.2017 |
RXN
|
RXN F1Q18: PMC Leads Solid Start to F'18
|
Machinery |
Buy |
|
08.01.2017 |
CMI
|
CMI: 2Q Shortfall Looks Isolated
|
Machinery |
Hold |
|
07.31.2017 |
ALSN
|
ALSN: Huge Beat, Raise, Guide Looks Like a Gimme
|
Machinery |
Hold |
|
07.27.2017 |
AGCO
|
AGCO: A Beat with Legs - Adjusting Estimates Higher
|
Machinery |
Hold |
|
07.26.2017 |
TKR
|
TKR: Fine Quarter, Harsh Reaction
|
Machinery |
Hold |
|
07.25.2017 |
PCAR
|
PCAR: No Sign of Slow Down in Build
|
Machinery |
Hold |
|
07.25.2017 |
CAT
|
CAT: Early Stages of the Recovery Playbook
|
Machinery |
Buy |
|
06.27.2017 |
URI
|
URI: Mapping An Inflection in Rate
|
Machinery |
Buy |
|
06.20.2017 |
CAT
|
CAT: May Retail Sales Broadly Better
|
Machinery |
Buy |
|
06.19.2017 |
CMI
|
Class 8 Details: Complexion of Order Downshift As Expected
|
Machinery |
N/A |
|
06.13.2017 |
AHT-GB
|
Ashtead F4Q17 - Quick Thoughts on Rental Conditions
|
Machinery |
Buy |
|
06.09.2017 |
CMI
|
COTD: China Machinery Demand Still Humming in 2Q
|
Machinery |
N/A |
|
06.07.2017 |
NAV
|
NAV: 2H Achievable, But Not a Done Deal
|
Machinery |
Hold |
|
06.02.2017 |
WBC
|
Class 8 Prelim Orders: Deeper Air Pocket Than Expected
|
Machinery |
N/A |
|
05.22.2017 |
TKR
|
Timken 2017 Investor Day Takeaways
|
Machinery |
Hold |
|
05.22.2017 |
DE
|
DE: High Horsepower Stabilization Boosts F2Q and Beyond
|
Machinery |
Hold |
|
05.18.2017 |
RXN
|
RXN: Good Finish, Encouraging Demand, Outlook Risk Adjusted
|
Machinery |
Buy |
|
05.15.2017 |
DE
|
DE: F2Q'17 Preview
|
Machinery |
Hold |
|
05.02.2017 |
URI
|
Used Rental Equipment: Continued Improvement in March Prices
|
Machinery |
N/A |
|
05.01.2017 |
CMI
|
CMI Class 8 Share Up in March
|
Machinery |
N/A |
|
05.01.2017 |
WBC
|
Machinery 1Q Review: Actuals Wallop Expectations
|
Machinery |
N/A |
|
04.25.2017 |
CAT
|
CAT: Margins Deliver, Awaiting Volume; Maintain Buy
|
Machinery |
Buy |
|
04.25.2017 |
ST
|
ST 1Q'17: Slight Beat, Guide Maintained
|
Machinery |
Hold |
|
04.24.2017 |
CAT
|
CAT: March Retail Sales Post Growth After Long Slog Through Declines
|
Machinery |
Buy |
|
04.21.2017 |
WBC
|
WBC: Relative View Remains Cautious
|
Machinery |
Sell |
|
04.19.2017 |
CAT
|
Positive Read from GPC to TKR and RXN
|
Machinery |
N/A |
|
04.18.2017 |
LECO
|
LECO: Calming Some Short Cycle Nerves
|
Machinery |
Hold |
|
04.11.2017 |
AGCO
|
Ag Data: March Retail Sales & Q1 Used Auction Prices
|
Machinery |
N/A |
|