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

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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

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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

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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

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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

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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

More

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

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