Deep Dives
Utilities & Power
- ETR: Planning to do more with less (equity)
- PEG: Closing in on fossil sale; September meeting ahead
- Utilities & Power: Utility Spotlight: Utilities close out a winning month; earnings week ahead; PCG; EIX post-view
- CMS: Changing the tone
Global Aerospace & Defense
- Global Aerospace: Airline Scorecard - Progress continues in June
- SAF-FR: Upgrading to Buy - Buy The Dip
- Global Aerospace & Defense: 2Q21 Earnings Preview
- Mile High Monthly: The Parked Fleet Overhang
Chemicals
- ALB: Posts Modest Beat; Guides EPS Up Yet Below Street
- WLK: 2021 Will Be a Fine Vintage Indeed
- FMC: Guides EPS and FCF Lower After Modest Beat in 2Q
- EMN: Chemical Intermediates Drives 2021 Earnings, CF Higher
Metals & Mining
- CEIX: Mix Shift Riding Pricing Shift
- BTU: Enjoying Global Thermal Price Support
- AEM: Record Quarter, Poised to Grow
- CDE: Moving Along on Rochester, Gaining Optionality
Engineering & Infrastructure
- VMC: Aggregates Pricing and Demand Should Carry Downstream
- VMC: Aggregates Pricing and Demand Should Carry Downstream
- VMC: Q2 Miss - Aggregates Up, Downstream Pressured
- J: Executing Well Through Stimulated Client Demand - Reaffirm Buy
Electrical Equipment & Multi-Industry
- TT: Supply Constraints Truncate 2021 Upside, Push to 2022
- EMR: Solid FQ3 - Putting Options on the Table
- EMR: Beat and Raise as Projects Gain Traction
- IR: Buyback Plus Deals as KKR Exits
Transportation & Logistics
- Transportation & Logistics: Updating Railroad Views and Recent Happenings...
- Transportation & Logistics: Now it's a Party - Gaming Outcomes for CP, CN and KSU
- Transportation & Logistics: It's That Time of the Cycle - Initiating Coverage
- Transportation & Logistics: It's That Time of the Cycle - Initiating Coverage