Deep Dives

Utilities & Power

  • DUK: Another week, another settlement
  • Utilities & Power: Utility Spotlight: BPU looking at RA options; NJ ZECs report; PCG securitization refresher
  • Utilities & Power: 4Q preview; fine-tuning ahead of long-haul reporting season; strategy and policy positioning in focus
  • Vertical Research Partners Top Picks - VRP Top Picks for 2021

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Machinery

  • Vertical Research Partners Top Picks - VRP Top Picks for 2021
  • Machinery: Initiating Coverage - A New Machinery Regime Enters the Next Up-Cycle
  • Machinery: Initiating Coverage - A New Machinery Regime Enters the Next Up-Cycle
  • VRP Conference: Rising to the Challenge of the Global Pandemic

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Global Aerospace & Defense

  • LHX: Removing from Top Picks list
  • RTX: Retaining on Top Picks list
  • AIR-FR: Adding to Top Picks list
  • Vertical Research Partners Top Picks - VRP Top Picks for 2021

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Chemicals

  • PPG: Upgrade to Buy; Better Entry Point After Mixed 4Q
  • CTVA: PFAS Settlement Strengthens Ring Fence
  • PPG: 4Q EPS In Line as Industrial Outpaces Performance
  • CTVA: Starboard Turns Up the Heat

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Metals & Mining

  • FCX: Q4 Solid, Positive Outlook for 2021 and Beyond
  • AA: Solid Finish, Set Up for Recovery, Reflation - Reaffirm Buy
  • Vertical Research Partners Top Picks - VRP Top Picks for 2021
  • Metals & Mining: Outlook 2021: Cycle Up, Deficits Up, Prices Up

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Engineering & Infrastructure

  • Vertical Research Partners Top Picks - VRP Top Picks for 2021
  • FLR: Upgrade to Buy - Turnaround to Meet Accelerated Recovery
  • FLR: Reset Beginning Quickly
  • Engineering & Infrastructure: Outlook 2021 - Resiliency, Reinvestment, Recovery

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Airlines

  • Vertical Research Partners Top Picks - VRP Top Picks for 2021
  • U.S. Airlines: Bring on the recovery multiple
  • U.S. Airlines: Bring on the recovery multiple
  • U.S. Airlines: Bring on the recovery multiple

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Electrical Equipment & Multi-Industry

  • MMM: Q4 Beat Fueled By Safety & Industrial
  • DD: PFAS Looks Largely Ring Fenced
  • DD: PFAS Looks Largely Ring Fenced
  • SIE-DE: Broad-Based Positive Pre-Announcement

More

Flow Control/SMID

  • Vertical Research Partners Top Picks - VRP Top Picks for 2021
  • EE/MI: Q4 Preview-Looking to 2021
  • FLS: Challenged Markets, COVID Cloud Outlook
  • FLS: Q3 Operational Beat, 2-Year Order Stack In Line w/ Peers

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