Deep Dives

Machinery

  • DE: Some Ag Hope
  • Mining Equipment: Another Tick Down On Consistent Headwinds
  • Vertical Research Partners Top Picks - VRP Top Picks for 2020
  • Machinery: Charting The 2020 Outlook

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Global Aerospace & Defense

  • Global Aerospace & Defense: 1Q20 Q&A Pack
  • Global Aerospace: Airline Scorecard - January 2020: Wuhan edition
  • Vertical Research Partners Top Picks - VRP Top Picks for 2020
  • AIR-FR: A&D BATTLEGROUND - Reassessing our Top Pick

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Chemicals

  • LTHM: Downgrade to Sell As Cash Burn Accelerates
  • ALB: Moving to Hold; Lithium Recovery Option More Expensive
  • ALB: Catalysts, Bromine Help ALB Through Lithium Transition
  • WLK: Virus vs. Value; Trough Deepens But Thesis Intact

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Metals & Mining

  • CDE: Grinding Free Cash, Silvertip Pause Supportive
  • NEM: Driving Value as Gold Gains Momentum- Reaffirm Buy
  • HL: Completes LT Debt Refinancing Post Solid 2H19
  • AEM: Uncharacteristic Speed Bump as Sentiment Resets

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Engineering & Construction

  • KBR: Transformation Continues, Reaffirm Buy and Top Pick
  • VMC: Adjusting for a Bit of Conservatism as LT Dynamics Evolve
  • FLR: Fighting Through the Past; A More Uncertain Present
  • VMC: Slight Q4 Miss; Positive and Reasonable 2020 Outlook

More

Airlines

  • 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
  • U.S. Airlines: Outlook 2020: Tail of the Rat

More

Electrical Equipment & Multi-Industry

  • ITT: Plentiful Productivity Pipeline, Reiterate Buy
  • ITT: Q4 Operational Beat, Base '20 Guide In Line w/ Coronavirus Below
  • SU-FR: H2 Beat, Solid Cash Flow
  • EE/MI: Q4 Wrap-Up - Midway Through the Downturn?

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