Deep Dives

Utilities & Power

  • PEG: Strategic progression continues
  • NRG: After Uri ... capital allocation back in focus
  • EXC: Policy momentum building
  • PCG: Probation update: Come back in June!

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Machinery

  • CNHI: Best Q1 in 7+ Years. Swapping DE with CNHI as a Top Machinery Pick
  • Machinery: Bearings Bounce, Channel Inventories Stay Lean. TKR Rolls Along
  • Machinery: Chart(s) of the Day - Construction by IoT Connectivity, Size, Geo and Product
  • Machinery: Q1 Preview - Fueled Up, Supply Chain Gating Factor on Outlook

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Global Aerospace & Defense

  • Global Aerospace: Airline Scorecard - Domestic driving improvement
  • Global Aerospace & Defense: MIND THE GAP
  • Global Aerospace & Defense: 1Q21 Preview
  • Global Aerospace & Defense: Vertical View - Space

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Chemicals

  • UNVR: Beats, Raises as Margin Upside Drives Strong 1Q
  • ALB: Waiting is the Hardest Part; Maintain 2021E, Bump PT $5
  • FMC: Taking Medicine in Brazil; Maintain 2021 EPS, Target
  • LIN: Big, Broad Beat in 1Q; Guides 2021E >4% Above Street

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Metals & Mining

  • CEIX: Strong Quarter as Global Commodity Prices Rally
  • GOLD: Slight Beat, Strong Cash, Copper Tail
  • AEM: Solid Start, On Target with Volume Outlook
  • NEM: Maintaining Focus - Reaffirm Buy

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Engineering & Infrastructure

  • FLR: Reflation, Reinvestment, Recovery- Reaffirm Buy
  • PWR: Grid Attention Expanding, Raising PT - Reaffirm Buy
  • MLM: Visibility Improved- Raising Estimates and PT
  • VMC: Higher Pace of Activity- Raising Estimates and PT

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Electrical Equipment & Multi-Industry

  • SIE-DE: FQ2 Beat, Automation Leads the Industry
  • VNT: Solid Beat, Tools Have Torque
  • TT: Transport Ramping as Commercial Gains Traction
  • EMR: FQ2 Beat, In the "Process" of Turning

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Flow Control/SMID

  • Flow Control/SMID: Q1 Earnings Preview - 8 Key Themes
  • Vertical Research Partners Top Picks - VRP Top Picks for 2021
  • EE/MI: Q4 Preview-Looking to 2021
  • FLS: Challenged Markets, COVID Cloud Outlook

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Transportation & Logistics

  • Transportation & Logistics: Now it's a Party - Gaming Outcomes for CP, CN and KSU
  • Transportation & Logistics: It's That Time of the Cycle - Initiating Coverage
  • Transportation & Logistics: It's That Time of the Cycle - Initiating Coverage

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