Deep Dives

Machinery

  • Machinery: Charting The 2020 Outlook
  • TKR: Strengthening The Case For Multiple Expansion
  • URI: Specialty In Focus
  • ALSN: Upgrade to Buy

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Packaging & Forest Products

  • Packaging and Forest Products: 2020-21 Global Acceleration Only Partially Baked In
  • PKG: Love the Company; The Valuation: Not So Much
  • CCK: NY Management Meetings Highlight Strategic Review
  • BCC: Downgrading to Hold on Valuation; Distribution Solid, but EWP Risks Emerge

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Global Aerospace & Defense

  • Global Aerospace & Defense: 4Q19 Earnings Preview
  • Global Aerospace & Defense: 2020 Oracle
  • Global Aerospace & Defense: 2020 Oracle
  • BA: MAX production halted

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Chemicals

  • WLK: Upgrade to Buy on Vinyl Growth Angles
  • PPG: Bar Looks Low Enough; Trimming EPS on Mixed Trends
  • PPG: Guides Below for 2020; 4Q Light on Industrial, Corporate
  • RPM: Adding a Nickel on Solid F2Q Results

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Metals & Mining

  • CDE: Silver Output Miss, Silvertip Issues - Shares Oversold
  • AA: Hard Year; Self-Help, Demand-Help Expected
  • Metals & Mining: Metals 360: 2020 - The Move from Trough- FCX, NEM, CDE, ARCH Top Picks
  • Metals & Mining: Metals 360: 2020 - The Move from Trough- FCX, NEM, CDE, ARCH Top Picks

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Engineering & Construction

  • Engineering & Infrastructure: 2020 Outlook: Visibility And Growth
  • MLM: Martin Moving Mountains, Introduce Coverage with a Hold Rating
  • J: High Notes from the Beltway
  • ACM: High Notes from Investor Day - Raising Target, Reaffirm Buy

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Airlines

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

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Electrical Equipment & Multi-Industry

  • DOV: Sifting Through the Segments - Closer Look at EP; Segment Margin Targets Suggest Q4 Upside
  • DD: Electronics & Imaging Under Strategic Review?
  • Flow Control: Q4 Preview - Bridges to 2020 Too Far?
  • EE/MI: Q4 Preview - Out With a Whimper

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