Deep Dives

Machinery

  • ALSN: Upgrade to Buy
  • Machinery: 3Q Review - The Badder The Better
  • Mining Equipment: 2018 Growth Drivers Now 2019 Headwinds
  • VRP Road Trip: United We Stand - UTX, URI, UAL

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Packaging & Forest Products

  • PKG: Love the Company; The Valuation: Not So Much
  • CCK: NY Management Meetings Highlight Strategic Review
  • BCC: Downgrading to Hold on Valuation; Distribution Solid, but EWP Risks Emerge
  • BCC: Downgrading to Hold on Valuation; Distribution Solid, but EWP Risks Emerge

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Global Aerospace & Defense

  • Global Aerospace: Airline Scorecard - November 2019: More of the same
  • MTX-DE: Upgrading to Buy
  • Global Aerospace & Defense: Notes from the Airport
  • BA: A&D BATTLEGROUND - The Boeing Conundrum

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Chemicals

  • HUN: Déjà vu; Spray Foam Deal Two
  • Chemicals: Oil Refineries: Chemical Plants of the Future
  • Chemicals: A Global Growth Juggernaut: SABIC + Aramco
  • LIN: Raising Numbers on Margin Strength

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Metals & Mining

  • NEM: Five-Year Outlook Reflects Drive to Newmont-ize GG Assets While Driving Margin- Reaffirm Buy
  • ARCH: Mountain Laurel Acceleration Clearing Decks for 2020
  • CEIX: Better Positioned in a Tough Market
  • GOLD: Solid Results, Hikes Dividend, Driving Change

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Engineering & Construction

  • JEC: Strong Finish, More to Come- Raising Target
  • ACM: Transition Continuing - Board Changes, CEO to Retire
  • FLR: High Notes from Management Meeting
  • GVA: Ballot Initiatives Update, Adjusting EPS Estimates

More

Airlines

  • VRP Road Trip: United We Stand - UTX, URI, UAL
  • Vertical Research Partners Top Picks - Remainder of 2019 Update
  • VRP Conference: Slow Melting Ice Cube in the Industrial Core
  • VRP Conference: Slow Melting Ice Cube in the Industrial Core

More

Electrical Equipment & Multi-Industry

  • DD: Peak PFAS Paranoia? Upgrade to Buy
  • DD: Peak PFAS Paranoia? Upgrade to Buy
  • UTX: Window into Otis through Spain
  • GE: Scrubbing Our Healthcare Forecast

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