Deep Dives
Utilities & Power
- PCG: Probation conditions adopted
- NRG: Factoring in Direct
- NRG: Factoring in Direct
- SRE: Buyback surprise defuses lack of 2021 raise
Machinery
- Machinery: Q2 Review - Assessing Cost Management
- Machinery: Q2 Review - Assessing Cost Management
- TEX: Upgrade to Buy
- Construction Equipment: Early Cycle History Buries Structural Concerns
Global Aerospace & Defense
- Global Aerospace & Defense: 1H20 Half Time Show
- Global Aerospace & Defense: It's All Relative
- Global Aerospace & Defense: 2Q20 Earnings Preview
- Global Aerospace & Defense: 2Q20 Earnings Preview
Chemicals
- LTHM: Trimming Another Nickel; Lithium Supply Length Persists
- ALB: Lithium in Low Gear...For Now; Trimming EPS
- UNVR: Affirm Top Pick; Raising PT Following Strong 2Q Results
- UNVR: Margin Propels Upside; New "S22" Plan to Drive Next Leg
Metals & Mining
- BTU: Pressure Continues, Downgrade to Hold
- AEM: Emerging Well From COVD, Raising Estimates, Target
- CDE: Raising Gold & Silver Price, Estimates and Target - Reaffirm Buy
- NEM: Raising Gold Price, Estimates, Target- Reaffirm Buy
Engineering & Construction
- KBR: Energy Transition a Positive, Added Levers to Pull For Growth - Reaffirm Buy
- PWR: Breaking Out, Raising Price Target- Reaffirm Buy
- KBR: Energy Transition a Positive, Added Levers to Pull For Growth - Reaffirm Buy
- VMC: Margin Focused- Raising Target
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
Electrical Equipment & Multi-Industry
- PH: Excellent Cost Control versus Cyclical Pressure
- PH: Big Beat, Soft Guide on Order Weakness
- SIE-DE: Solid Beat, Automation Outperformance
- EE/MI: Q2 Earnings Wrap - Commendable Cost Control