Deep Dives
Utilities & Power
- EIX: No news is good news
- DTE: Pivot confirmed
- Utilities & Power: Cali Wildfire Bulletin: EIX files on fast-moving Silverado Fire; PCG responds on Zogg
- Utilities & Power: Utility Spotlight: Back in the black YTD and 24M P/E parity; CMS and PCG get rate case PDs
Machinery
- VRP Conference: Rising to the Challenge of the Global Pandemic
- VRP Conference: Rising to the Challenge of the Global Pandemic
- Machinery: Q2 Review - Assessing Cost Management
- Machinery: Q2 Review - Assessing Cost Management
Global Aerospace & Defense
- Global Aerospace & Defense: 3Q20 Earnings Preview
- Global Aerospace & Defense: 3Q20 Earnings Preview
- RTX: A&D BATTLEGROUND - Promoting to Top Pick in Aero
- DEFCON: One month to go!!
Chemicals
- SHW: Raising Numbers on Positive Results, Guide, and Tone
- SHW: Beat and Raise on Sales and Margin Upside
- CE: Moving to Hold; Risk-Reward Balanced After Solid 3Q
- CE: EM, Acetyls Drive 3Q Upside; Guide More Conservative
Metals & Mining
- CEIX: Rolling Up CCR Appears Supportive to Recovery
- ARCH: Grinding Along, To Accelerate Thermal Mitigation or Exit
- FCX: Autumn Harvest - Raising PT to $24, Reaffirm Buy
- FCX: Expecting Continued Operational and Cash Momentum
Engineering & Construction
- PWR: Political Noise from Puerto Rico - Reaffirm Buy
- PWR: Momentum with Catalysts - Raising PT to $67
- ACM: Active New Fiscal Year - Reaffirm Buy
- FLR: Measured Progress on Financials, Waiting on Strategy
Airlines
- VRP Conference: Rising to the Challenge of the Global Pandemic
- VRP Conference: Rising to the Challenge of the Global Pandemic
- Global Aerospace: 737 MAX - The word from the US majors
- Vertical Research Partners: Trading Pairs from VRP Research Team
Electrical Equipment & Multi-Industry
- IEX: Strong Q3, September Orders Positive; CEO Transition
- HUBB: Utility Powers Earnings Upside
- SWK: Structural Margin Improvement Adds $1 to 2021 EPS Outlook
- ROP: Slow Software Growth Weighs on Valuation