Deep Dives

Utilities & Power

  • PCG: Probation conditions adopted
  • NRG: Factoring in Direct
  • NRG: Factoring in Direct
  • SRE: Buyback surprise defuses lack of 2021 raise

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Machinery

  • Machinery: Q2 Review - Assessing Cost Management
  • Machinery: Q2 Review - Assessing Cost Management
  • TEX: Upgrade to Buy
  • Construction Equipment: Early Cycle History Buries Structural Concerns

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Global Aerospace & Defense

  • Global Aerospace & Defense: 1H20 Half Time Show
  • Global Aerospace & Defense: It's All Relative
  • Global Aerospace & Defense: 2Q20 Earnings Preview
  • Global Aerospace & Defense: 2Q20 Earnings Preview

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Chemicals

  • LTHM: Trimming Another Nickel; Lithium Supply Length Persists
  • ALB: Lithium in Low Gear...For Now; Trimming EPS
  • UNVR: Affirm Top Pick; Raising PT Following Strong 2Q Results
  • UNVR: Margin Propels Upside; New "S22" Plan to Drive Next Leg

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Metals & Mining

  • BTU: Pressure Continues, Downgrade to Hold
  • AEM: Emerging Well From COVD, Raising Estimates, Target
  • CDE: Raising Gold & Silver Price, Estimates and Target - Reaffirm Buy
  • NEM: Raising Gold Price, Estimates, Target- Reaffirm Buy

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Engineering & Construction

  • KBR: Energy Transition a Positive, Added Levers to Pull For Growth - Reaffirm Buy
  • PWR: Breaking Out, Raising Price Target- Reaffirm Buy
  • KBR: Energy Transition a Positive, Added Levers to Pull For Growth - Reaffirm Buy
  • VMC: Margin Focused- Raising Target

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Airlines

  • Vertical Research Partners: Trading Pairs from VRP Research Team
  • Vertical Research Partners Top Picks - VRP Top Picks for 2020
  • U.S. Airlines: Outlook 2020: Tail of the Rat
  • U.S. Airlines: Outlook 2020: Tail of the Rat

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Electrical Equipment & Multi-Industry

  • PH: Excellent Cost Control versus Cyclical Pressure
  • PH: Big Beat, Soft Guide on Order Weakness
  • SIE-DE: Solid Beat, Automation Outperformance
  • EE/MI: Q2 Earnings Wrap - Commendable Cost Control

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