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

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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

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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

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Chemicals

  • Chemicals: Dividend Securities
  • ALB: Refocuses on FCF With Downshift in Capex
  • HUN: Large Divestiture Unlocks Value
  • LTHM: Lights at the End of Tunnel?

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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

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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

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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

  • 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

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