Deep Dives
Machinery
- Machinery: U.S. Ag Equipment - More About 2020 Than 2019
- Machinery: ARA Rental Show - A Strong 2019 Ahead
- LECO: Downgrade to Sell on 2019 Set-up
- Machinery: Mining Equipment - Slower Growth And Some 2019 Vulnerabilities On Divergent Trends
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Packaging and Forest Products
- Rigid & Flexible Packaging: Taking a Fresh Look at Resins as Relief Seen in 2019
- Vertical Research Partners Top Picks - VRP Top Picks for 2019
- Packaging and Forest Products: Recession Fully Reflected. What Happens Next?
- Containerboard: Capacity Growth to Slow in 2019, Come in Lower in 2020
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Global Aerospace & Defense
- TGI: Much Ado about Nothing
- Defense: DEFCON - US FY20 defense budget released
- CACI: Upgrade to Top Pick
- Global Aerospace & Defense: 4Q18 Earnings Wrap
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Chemicals
- Chemicals: Not So Super After All?
- TROX: Cristal Merger Moves to Commissioner Review
- TROX: Cristal Merger Moves to Commissioner Review
- HUN: Still Searching for Bottom; Reducing Numbers Accordingly
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Metals & Mining
- AA: As Trade Issues Linger, Reducing 2019 Estimates - Shares Underpriced - Reaffirm Buy
- GOLD: Five-Year View - Stable Production, Reduced Costs Should Provide Comfort
- Metals and Mining: Chart of the Day - Global Coal Power Capacity Supporting Thermal Demand Trends
- Metals and Mining: Metals 360: Finally...Newmont & Barrick Offer Value Through a Nevada JV
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Engineering & Construction
- Engineering & Construction: Chart of the Day - Oil and E&C Stock Correlations Dispersing
- Engineering & Construction: Project Pulse: FY 2020 Budget Offers Congress Flexibility to Reemphasize Resolve to Act
- Engineering & Construction: Project Pulse: Senate & House Hearings Advocate Federal Infrastructure Investment
- GVA: High Notes From Investor Meetings - Reaffirm Buy
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Airlines
- U.S. Airlines: 2019 guidance sets high bar for revenue while 'capacity discipline' thesis now seems like a distant memory - Initiating U.S. Airlines coverage with cautious view
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Electrical Equipment & Multi-Industry
- GE: Grinding it Out, But Stock Rich on 2021 View
- GE: Quick Read - Mind the Cash
- ALLE: Driving Innovation to Drive Growth and Margins
- EE/MI: Automation Growth Continues Led By Process
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