Deep Dives

Machinery

  • Machinery: 1Q19 Preview - Boring Would Be Beautiful
  • DE: Sizing Precision Ag
  • DE: Notes from the Road
  • Machinery: West Texas Field Trip - CMI, URI & Sunbelt

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Packaging and Forest Products

  • Wood Products: With No Seasonal Price Recovery In Sight, Reducing 2019 Estimates; PCH Downgraded to Hold
  • AMC: Bemis Acquisition Already Priced In; Initiating Amcor with a Hold Rating
  • AMC: Bemis Acquisition Already Priced In; Initiating Amcor with a Hold Rating
  • AMC: Bemis Acquisition Already Priced In; Initiating Amcor with a Hold Rating

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Global Aerospace & Defense

  • Global Aerospace & Defense: 1Q19 Earnings Preview
  • Global Aerospace & Defense: 1Q19 Earnings Preview
  • TGI: Break up or Stay together? Upside either way
  • Airline Scorecard: March 2019 - Back to 6%+ traffic growth

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Chemicals

  • DWDP: Sharpening Pencil on 1Q to Reflect Corteva Timing
  • Chemicals: Earnings Preview; Running Uphill Against the Clock
  • Chemicals: Earnings Preview; Running Uphill Against the Clock
  • TROX: Cristal Closed; Cash to Come

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Metals & Mining

  • AA: Grinding Through As Trade and Markets Look to Improve - Reaffirm Buy
  • CLD: Dropping Research Coverage
  • Metals and Mining: Metals 360: Silver Swings to a Deficit Driven by Indian Demand and Reduced Mine Output
  • AEM: Nunavat Assets Provide Growth in 2019 and Beyond

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Engineering & Construction

  • Engineering & Construction: Project Pulse: KBR and FLR Win LOGCAP V IDIQ Contracts
  • Engineering & Construction: Project Pulse: Chevron + Anadarko to Heat Up LNG Competition in Mozambique
  • Engineering & Construction: High Notes From Texas HQ Field Trip
  • Engineering & Construction: Chart of the Day - Oil and E&C Stock Correlations Dispersing

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Airlines

  • U.S. Airlines: 2019 guidance sets high bar for revenue while 'capacity discipline' thesis now seems like a distant memory - Initiating U.S. Airlines coverage with cautious view

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Electrical Equipment & Multi-Industry

  • DOV: Solid Start to 2019, Bumping Numbers
  • HON: Strong Q1 Highlights Internal and External Momentum
  • SU-FR: Read to ETN, NVT, HUBB - Q1 Strong in Electrical/Building Channel
  • DOV: Solid Top Line Driven Beat

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