Deep Dives

Utilities & Power

  • Utilities & Power: Utility Spotlight: Best relative week since peak COVID; EXC when-issued; CPUC; Alsup signs off (loudly)
  • Utilities & Power: Fourth quarter preview and earnings tune-up
  • Vertical Research Partners Top Picks - 2022 Update
  • Vertical Research Partners Top Picks - 2022 Update

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Global Aerospace & Defense

  • Global Aerospace & Defense: 4Q21 Earnings Preview
  • Vertical Research Partners Top Picks - 2022 Update
  • Vertical Research Partners Top Picks - 2022 Update
  • Global Aerospace & Defense: 2022 ORACLE

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Chemicals

  • PPG: Trimming Numbers; Six Silver Linings Bode Well for 2Q+
  • ECL: Guides Lower for 4Q and 2022
  • Chemicals: ESG Report Card 2022; More Money Where the Mouth Is
  • AXTA: Not Out of the Woods Yet; Reducing Estimates

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Metals & Mining

  • AA: Strong Finish, Strong Start, Raising 2022 Estimate - Reaffirm Buy
  • Vertical Research Partners Top Picks - 2022 Update
  • Vertical Research Partners Top Picks - 2022 Update
  • Metals & Mining: Outlook 2022 - Inflationary Transition Supports Metals

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Engineering & Infrastructure

  • Vertical Research Partners Top Picks - 2022 Update
  • Vertical Research Partners Top Picks - 2022 Update
  • Engineering & Infrastructure: E&I Insights: Outlook 2022 - Infrastructure Away!
  • Engineering & Infrastructure : E&I Insights: Supply Chain Dynamics and Pricing Pressures

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Electrical Equipment & Multi-Industry

  • EE/MI: Q4 Distributor Survey - Pricing Carries the Day
  • DD: Holding Water
  • EE/MI: Chart of the Day - December 2021 ABI Up M/M, Workloads Elevated
  • EE/MI : Q4 Preview: Demand vs Supply Battle Persists

More

Transportation & Logistics

  • Transportation & Logistics: 2022 Outlook: Stronger for Longer
  • Transportation & Logistics: Autonomous Vehicles - Ready or Not, Here They Come
  • Transportation & Logistics: Autonomous Vehicles - Ready or Not, Here They Come
  • VRP Conference: Supply Chains Throttle Growth Despite Robust Demand

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