Deep Dives

Utilities & Power

  • Utilities & Power: Spotlight Chart Book: Green Shoots
  • Utilities & Power: Spotlight Chart Book: Green Shoots
  • NRG: New segments showcase integrated model
  • SRE: Mexico rule change presents new wrinkle

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Machinery

  • DE: U.S. Ag Down But Not Out
  • Vertical Research Partners: Trading Pairs from VRP Research Team
  • Machinery: 2021 - A Look At Troughs & NTM Recoveries
  • Machinery: Trough Earnings vs Recent Valuation Lows

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Global Aerospace & Defense

  • BA: Remember the MAX?
  • Global Aerospace & Defense: 1Q20 Earnings Wrap
  • Global Aerospace: Airline Scorecard - March Off a Cliff
  • Global Aerospace & Defense: What's different this time?

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Chemicals

  • CTVA: Reducing Estimates, Mainly on Corn Acreage and FX
  • GRA: On the Road to Recovery; CEO, CFO Meeting Highlights
  • DOW: Meeting Highlights; FCF Looks Better Than EPS For Now
  • DOW: Meeting Highlights; FCF Looks Better Than EPS For Now

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Metals & Mining

  • CEIX: Cash and De-levering Focus Supportive
  • HL: Ramping Canada, Adjusting Costs
  • GOLD: Solid Print, Outlook Intact as Prices Driving Margins
  • NEM: Mining Money as Gold Support Widens- Reaffirm Buy

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Engineering & Construction

  • Engineering & Infrastructure: Project Pulse: Observations on Markets and Positioning
  • PWR: T&D Sweet Spot - Reaffirm Buy Rating
  • J: Tanks for Nothing
  • PWR: Q2 Trough; Bending Now, Recovery Later

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Airlines

  • Vertical Research Partners: Trading Pairs from VRP Research Team
  • 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

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Electrical Equipment & Multi-Industry

  • EE/MI: Deep Chill Hits Transport Refrigeration
  • GE: Q2 Warning - Leverage Rising as Cash Burn Accelerates
  • EE/MI: Reshoring is Just an Under Current in a Sea of CapX Cuts
  • PNR: POOL Business Update Points to Better April, Strong Demand in May

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