Deep Dives

Utilities & Power

  • Utilities & Power: Bond blow-out lowers risk of Cali ROE reset
  • SRE: What equity overhang?
  • Utilities & Power: Chart of the Day - Spotlight on liquidity
  • SRE: What if?

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Machinery

  • Machinery: Evaluating The Selloff So Far
  • Machinery: Sell-offs & Machinery Stocks
  • DE: Some Ag Hope
  • Mining Equipment: Another Tick Down On Consistent Headwinds

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Global Aerospace & Defense

  • MILE HIGH WEEKLY: Aero-mageddon III - OEM
  • HEI: Downgrading to Hold
  • TDG: Downgrading to Hold
  • AIR-FR: Downgrading to Hold

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Chemicals

  • Chemicals: Stress, Strain and Strategy
  • Chemicals: Warming Up and Sizing Down
  • Chemicals: Chart of the Day - Liquidity is the Lifeblood
  • Chemicals: Capex Cut Calculus

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Metals & Mining

  • NEM: Update on COVD-19 Impact
  • Metals & Mining: Metals 360: Dollar Pressures and COVD-19 Actions
  • Metals & Mining: Deflation Expectations
  • ARCH: Expecting a Smooth Transition as CEO retires

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Engineering & Construction

  • KBR: Resilient into the Virus; Adjusting Estimates for Energy - Reaffirm Buy
  • Engineering & Infrastructure: Less Cyclical, Less Energy Sensitivity, More Financial Flexibility
  • ACM: Extending NYC Leadership, Positioned to Outperform- Reaffirm Buy
  • GVA: Delayed Filing, Preliminary 2020 Guide Reasonable

More

Airlines

  • Vertical Research Partners Top Picks - VRP Top Picks for 2020
  • U.S. Airlines: Outlook 2020: Tail of the Rat
  • U.S. Airlines: Outlook 2020: Tail of the Rat
  • U.S. Airlines: Outlook 2020: Tail of the Rat

More

Electrical Equipment & Multi-Industry

  • EE/MI: 5 Post-COVID Thematic Considerations
  • EE/MI: Chart of the Day - Europe May Suffer Most COVID Damage
  • EE/MI: Leverage & Liquidity during Global Dash for Cash
  • Flow Control/SMID: Assessing Financial Risk in Uncertain Times

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