Deep Dives
Machinery
- Machinery: Truck Takeaways Post ACT Conference
- RXN: Management Meeting Takeaways
- RXN: Management Meeting Takeaways
- Machinery: Mining Equipment - Q2 Shipments Better Than First Blush
Packaging & Forest Products
- Beverage Cans: We Love the Future, but BLL is Too Expensive (Even on Highly-Bullish 2024 Expectations)
- Beverage Cans: We Love the Future, but BLL is Too Expensive (Even on Highly-Bullish 2024 Expectations)
- Pulp and Containerboard: Pulp Softer, While RISI Likely Infers Another $10 This Summer
- Pulp and Containerboard: Pulp Softer, While RISI Likely Infers Another $10 This Summer
Global Aerospace & Defense
- DEFCON: The Deal - Good for defense?
- BA: More MAX adjustments
- Global Aerospace & Defense: 2Q19 Earnings Wrap
- Global Aerospace: Airline Scorecard - July 2019: Stable
Chemicals
- Chemicals: Dividend Securities
- ALB: Refocuses on FCF With Downshift in Capex
- HUN: Large Divestiture Unlocks Value
- LTHM: Lights at the End of Tunnel?
Metals & Mining
- GOLD: Making Fast Progress, Driving Change- Raising Target
- CDE: Q2 Drove a FCF Turn, Operating and Price Momentum Ahead - Reaffirm Buy
- CEIX: Results Reflect Quality Assets in Difficult Market
- FCX: Post Fed Cut, A Prudent Refinancing
Engineering & Construction
- JEC: Adding More Nuclear Skillsets to Drive ATN Growth
- ACM: High Notes From CEO, CFO Meeting- Reaffirm Buy
- ACM: Driving Margin Improvement, with Cash to Come - Reaffirm Buy
- ACM: Q3 Fine, Making Progress on Margins and Reset
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
Electrical Equipment & Multi-Industry
- EE/MI: Chart(s) of the Day: HD Constructive on US Consumer, Supportive Read for SWK
- GE: Sustainable Actual Cash Flow Remains Our Concern
- EE/MI: Chart(s) of the Day - E&E Round Up, Otis Margins Bottoming
- ABB: CEO Change Will Put Spotlight on Internal Opportunities