| 04.11.2017 |
CMI
|
China Excavators - Strong Growth Persists in Important March Sales
|
Machinery |
N/A |
|
| 04.03.2017 |
PCAR
|
Jump in PCAR Engine Share Leads CMI Down in February
|
Machinery |
N/A |
|
| 03.31.2017 |
URI
|
Rental Equipment: Used Prices Gain M/M, As Expected
|
Machinery |
N/A |
|
| 03.20.2017 |
CAT
|
CAT Retail Sales: Headline Improvement Mostly Comp Related
|
Machinery |
Buy |
|
| 03.16.2017 |
VOLV.B
|
Class 8: Build Discipline Helps Backlog As Orders Improve
|
Machinery |
N/A |
|
| 03.09.2017 |
CNHI
|
CONEXPO 2017: Tone Clearly Better; Timeline Unclear
|
Machinery |
N/A |
|
| 02.28.2017 |
DE
|
Machinery: Rental Show - Encouraging Signs; Positive Tone
|
Machinery |
N/A |
|
| 02.24.2017 |
ALSN
|
Machinery 4Q Review: Signs of Improvement
|
Machinery |
N/A |
|
| 02.17.2017 |
DE
|
DE: Raising the Bar
|
Machinery |
Hold |
|
| 02.15.2017 |
URI
|
Machinery: Cleveland Part II - Reads from TKR, URI & AIT
|
Machinery |
N/A |
|
| 02.12.2017 |
JOY
|
Machinery: Mining Trucks Lead Sequential Pick-Up in Equipment Shipments
|
Machinery |
N/A |
|
| 02.07.2017 |
AGCO
|
AGCO: Maintain Sell on End Markets, Policy and Relative Valuation
|
Machinery |
Sell |
|
| 01.27.2017 |
URI
|
URI: Encouraging Quarter & Outlook
|
Machinery |
Buy |
|
| 01.26.2017 |
CAT
|
CAT: 4Q Beat, Looking For a Repeat in '17
|
Machinery |
Buy |
|
| 01.25.2017 |
CAT
|
CAT: No Shift In Retail Sales Trends
|
Machinery |
N/A |
|
| 01.18.2017 |
NAV
|
Class 8 Trucks: Big Inventory Progress in 4Q
|
Machinery |
N/A |
|
| 01.10.2017 |
CNHI
|
December Ag Equipment: U.S. Declines As Expected, Tough Month In Germany, Brazil Up On Comps and Pre-buy
|
Machinery |
N/A |
|
| 01.10.2017 |
TEX
|
Machinery: Komtrax Utilization Data Up Broadly; U.S. Used CE Prices Also Better
|
Machinery |
N/A |
|
| 01.06.2017 |
CMI
|
Machinery 2017 Outlook: Calibrating Expectations - Policy, Cycle and Valuation Views
|
Machinery |
N/A |
|
| 01.02.2017 |
PCAR
|
Class 8 Engines: Navistar Drives M/M Dip in CMI Share
|
Machinery |
N/A |
|
| 12.14.2016 |
TEX
|
TEX: 2020 Targets Support Valuation
|
Machinery |
Hold |
|
| 11.18.2016 |
CAT
|
CAT October Retail Sales: Days & Comps Noise, Overall Machines Look Flattish and E&T Softer
|
Machinery |
Buy |
|
| 11.07.2016 |
RXN
|
RXN: Sticking With Buy Rating On Valuation
|
Machinery |
Buy |
|
| 10.31.2016 |
CNHI
|
CNHI: Largely Consistent With Expectations
|
Machinery |
Hold |
|
| 10.25.2016 |
CAT
|
CAT 3Q'16: Modeling a Bottom, Maintain Buy
|
Machinery |
Buy |
|
| 10.24.2016 |
ALSN
|
ALSN 3Q'16: Margin Beat and Guidance Raise
|
Machinery |
Hold |
|
| 10.19.2016 |
URI
|
URI 3Q'16: Solid Results & Improved Outlook
|
Machinery |
Hold |
|
| 09.29.2016 |
CAT
|
CAT 2017 Pricing Better than Expected on Both Ends
|
Machinery |
Buy |
|
| 09.28.2016 |
CMI
|
MINExpo 2016 - Some Hope Off An Extremely Low Base
|
Machinery |
N/A |
|
| 09.19.2016 |
PCAR
|
NAFTA Class 8 Trucks: No Weak Signals in PCAR Build
|
Machinery |
N/A |
|
| 06.09.2016 |
AGCO
|
Ag Equipment: Still Growing Lease Books Add to Inventory Concerns
|
Machinery |
N/A |
|
| 04.15.2016 |
CAT
|
CAT: Upgrade to Buy - Digging Out of the Trough
|
Machinery |
Buy |
|
| 01.15.2016 |
WBC
|
2016 Outlook - Machinery Remains a Falling Knife, But Some Cuts Are Too Deep
|
Machinery |
N/A |
|
| 11.05.2015 |
CMI
|
Machinery 3Q Review: Stocks Up, Outlooks Down
|
Machinery |
N/A |
|
| 10.25.2015 |
WBC
|
WBC: Downgrade to Sell, Downside Risk on Price Premium and High Expectations
|
Machinery |
Sell |
|
| 09.13.2015 |
DOV
|
VRP Industrial Conference: Trends Challenging, But No Summer Trap Door
|
Machinery |
N/A |
|
| 08.31.2015 |
ALSN
|
Trucks: Ratings Changes Ahead of NAFTA Downshift
|
Machinery |
N/A |
|
| 05.01.2015 |
AHT-GB
|
AHT.L Initiating Buy: Outgrowth in a Ripe Industry
|
Machinery |
Buy |
|
| 04.15.2015 |
VOLV.B
|
Initiating Volvo at Buy, Margin Runway a Likely Path to Value
|
Machinery |
Buy |
|
| 07.14.2014 |
URI
|
URI: Initiating Buy - Earnings Outgrowth on Systems, Cycle and Cash Deployment
|
Machinery |
Buy |
|
