Deep Dives
Utilities & Power
- Utilities & Power: Utility Spotlight: EEI CapEx survey; NEE rate case decision pending; PCG extends October gains
- NEP: Portfolio drop paves way to 2022 YE run-rate
- Utilities & Power: EEI Financial Conference 2021: Meeting List (Updated)
- PCG: WMP ratified, WEMA recovery approved
Global Aerospace & Defense
- LMT: A&D BATTLEGROUND - The laggard
- Global Aerospace: Airline Scorecard - Slight deterioration on Delta
- Mile High Monthly: OEM supply/demand - tweaking the levers
- VRP Conference: Supply Chains Throttle Growth Despite Robust Demand
Chemicals
- CE: Upgrade of Acetyls Outlook Supports Higher EPS, Target
- DOW: Two Out of Three Ain't Bad; Raising Estimates
- CE: 3Q Good Thanks to Acetyls; 4Q Looks Much Better
- OLN: Earnings and Cash Flow Up Big; Capacity Down (Again)
Metals & Mining
- FCX: Accelerating the Harvest - Raising Estimates and PT
- FCX: Q3 Beat as Higher Volumes Meet Higher Prices
- AA: Momentum Continues as Supply Tightens - Raising PT
- NEM: High Notes from a Roundtable
Engineering & Infrastructure
- KBR: Award Momentum, Attractive Growth - Reaffirm Buy
- PWR: LUMA Navigating Through the Winds - Reaffirm Buy
- Engineering & Infrastructure: E&I Insights - Positioning as DC Noise Eventually Subsides
- ACM: A Larger Buyback Bucket - Raising EPS and PT
Electrical Equipment & Multi-Industry
- HON: Price/Cost Execution Counters Supply Shortages
- ROP: Q3 EPS Beat, Pruning the Portfolio
- ALLE: Price/Cost and Supply Chain Squeeze Margins
- ABB: Sales Light, Margins Decent, Backlog Above Normal
Transportation & Logistics
- VRP Conference: Supply Chains Throttle Growth Despite Robust Demand
- Transportation & Logistics: 2Q21 Earnings Post View and Outlook
- Transportation & Logistics: Updating Railroad Views and Recent Happenings...
- Transportation & Logistics: Now it's a Party - Gaming Outcomes for CP, CN and KSU