Deep Dives

Utilities & Power

  • EIX: No news is good news
  • DTE: Pivot confirmed
  • Utilities & Power: Cali Wildfire Bulletin: EIX files on fast-moving Silverado Fire; PCG responds on Zogg
  • Utilities & Power: Utility Spotlight: Back in the black YTD and 24M P/E parity; CMS and PCG get rate case PDs

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Machinery

  • VRP Conference: Rising to the Challenge of the Global Pandemic
  • VRP Conference: Rising to the Challenge of the Global Pandemic
  • Machinery: Q2 Review - Assessing Cost Management
  • Machinery: Q2 Review - Assessing Cost Management

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Global Aerospace & Defense

  • Global Aerospace & Defense: 3Q20 Earnings Preview
  • Global Aerospace & Defense: 3Q20 Earnings Preview
  • RTX: A&D BATTLEGROUND - Promoting to Top Pick in Aero
  • DEFCON: One month to go!!

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Chemicals

  • SHW: Raising Numbers on Positive Results, Guide, and Tone
  • SHW: Beat and Raise on Sales and Margin Upside
  • CE: Moving to Hold; Risk-Reward Balanced After Solid 3Q
  • CE: EM, Acetyls Drive 3Q Upside; Guide More Conservative

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Metals & Mining

  • CEIX: Rolling Up CCR Appears Supportive to Recovery
  • ARCH: Grinding Along, To Accelerate Thermal Mitigation or Exit
  • FCX: Autumn Harvest - Raising PT to $24, Reaffirm Buy
  • FCX: Expecting Continued Operational and Cash Momentum

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Engineering & Construction

  • PWR: Political Noise from Puerto Rico - Reaffirm Buy
  • PWR: Momentum with Catalysts - Raising PT to $67
  • ACM: Active New Fiscal Year - Reaffirm Buy
  • FLR: Measured Progress on Financials, Waiting on Strategy

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Airlines

  • VRP Conference: Rising to the Challenge of the Global Pandemic
  • VRP Conference: Rising to the Challenge of the Global Pandemic
  • Global Aerospace: 737 MAX - The word from the US majors
  • Vertical Research Partners: Trading Pairs from VRP Research Team

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Electrical Equipment & Multi-Industry

  • IEX: Strong Q3, September Orders Positive; CEO Transition
  • HUBB: Utility Powers Earnings Upside
  • SWK: Structural Margin Improvement Adds $1 to 2021 EPS Outlook
  • ROP: Slow Software Growth Weighs on Valuation

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