Deep Dives

Utilities & Power

  • Utilities & Power: First quarter preview and commodity mark
  • PCG: CPUC acts on enhanced oversight ... shuts door onchallenge to safety certificate
  • EXC: Illinois discussions heating up
  • EXC: Meanwhile in Pennsylvania ... RD in PECO gas case

More

Machinery

  • Machinery: Cycle Spotlight - Ag Equipment
  • Agricultural Chemicals and Machinery: Where Did the Acres Go? Corn, Soy Intentions Look Light
  • Agricultural Chemicals and Machinery: Where Did the Acres Go? Corn, Soy Intentions Look Light
  • Machinery: Vertical View - A Hydrogen Future?

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Global Aerospace & Defense

  • Global Aerospace & Defense: 1Q21 Preview
  • Global Aerospace & Defense: Vertical View - Space
  • Global Aerospace: Airline Scorecard - Some signs of life in Feb
  • Global Aerospace: Airline Scorecard - Some signs of life in Feb

More

Chemicals

  • PPG: Growing, Growing, Gone; Affirm Buy, and Raise Numbers
  • PPG: Beats Big on Top and Bottom Lines; Guides 2Q Higher
  • Chemicals: Chart of the Day: Auto Demand Strength vs. Auto Supply Crunch
  • Chemicals: Earnings Preview; Welcome to the Roaring Twenties

More

Metals & Mining

  • AA: Improved Profile Drives Pricing Leverage and Beat - Raising Estimates & PT
  • AA: Reflation and Recapitalization - Raising Estimates and PT
  • Metals & Mining: Global Markets Recover for Coal as Winter Bites
  • CDE: Successful Note Offering De-Risks Rochester Expansion - Reaffirm Buy

More

Engineering & Infrastructure

  • TTEK: Introducing Coverage with a Hold Rating
  • ACM: New York Budget Tailwinds- Raising PT, Reaffirm Buy
  • Engineering & Infrastructure: Let the Negotiating Begin...
  • GVA: Visibility, Demand and Execution Improving - Raising PT, Reaffirm Buy

More

Electrical Equipment & Multi-Industry

  • EE/MI: Chart of the Day - Residential Construction Still Running Hot
  • EE/MI: Q1 Distributor Survey - Momentum Building
  • EE/MI: Seeking Semiconductor Sovereignty
  • EE/MI: March 2021 ABC Survey - Contractors Remain Optimistic on the Outlook

More

Flow Control/SMID

  • Flow Control/SMID: Q1 Earnings Preview - 8 Key Themes
  • Vertical Research Partners Top Picks - VRP Top Picks for 2021
  • EE/MI: Q4 Preview-Looking to 2021
  • FLS: Challenged Markets, COVID Cloud Outlook

More

Transportation & Logistics

  • Transportation & Logistics: It's That Time of the Cycle - Initiating Coverage
  • Transportation & Logistics: It's That Time of the Cycle - Initiating Coverage

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