Deep Dives

Utilities & Power

  • Utilities & Power: Utility Spotlight: EEI CapEx survey; NEE rate case decision pending; PCG extends October gains
  • NEP: Portfolio drop paves way to 2022 YE run-rate
  • Utilities & Power: EEI Financial Conference 2021: Meeting List (Updated)
  • PCG: WMP ratified, WEMA recovery approved

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Global Aerospace & Defense

  • LMT: A&D BATTLEGROUND - The laggard
  • Global Aerospace: Airline Scorecard - Slight deterioration on Delta
  • Mile High Monthly: OEM supply/demand - tweaking the levers
  • VRP Conference: Supply Chains Throttle Growth Despite Robust Demand

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Chemicals

  • CE: Upgrade of Acetyls Outlook Supports Higher EPS, Target
  • DOW: Two Out of Three Ain't Bad; Raising Estimates
  • CE: 3Q Good Thanks to Acetyls; 4Q Looks Much Better
  • OLN: Earnings and Cash Flow Up Big; Capacity Down (Again)

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Metals & Mining

  • FCX: Accelerating the Harvest - Raising Estimates and PT
  • FCX: Q3 Beat as Higher Volumes Meet Higher Prices
  • AA: Momentum Continues as Supply Tightens - Raising PT
  • NEM: High Notes from a Roundtable

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Engineering & Infrastructure

  • KBR: Award Momentum, Attractive Growth - Reaffirm Buy
  • PWR: LUMA Navigating Through the Winds - Reaffirm Buy
  • Engineering & Infrastructure: E&I Insights - Positioning as DC Noise Eventually Subsides
  • ACM: A Larger Buyback Bucket - Raising EPS and PT

More

Electrical Equipment & Multi-Industry

  • HON: Price/Cost Execution Counters Supply Shortages
  • ROP: Q3 EPS Beat, Pruning the Portfolio
  • ALLE: Price/Cost and Supply Chain Squeeze Margins
  • ABB: Sales Light, Margins Decent, Backlog Above Normal

More

Transportation & Logistics

  • VRP Conference: Supply Chains Throttle Growth Despite Robust Demand
  • Transportation & Logistics: 2Q21 Earnings Post View and Outlook
  • Transportation & Logistics: Updating Railroad Views and Recent Happenings...
  • Transportation & Logistics: Now it's a Party - Gaming Outcomes for CP, CN and KSU

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