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
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
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
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
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
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
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
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