Deep Dives

Machinery

  • Vertical Research Partners Top Picks - Remainder of 2019 Update
  • CNHI: Transformation Targets with Time to Monitor
  • VRP Conference: Slow Melting Ice Cube in the Industrial Core
  • VRP Conference: Slow Melting Ice Cube in the Industrial Core

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Packaging & Forest Products

  • Vertical Research Partners Top Picks - Remainder of 2019 Update
  • Containerboard: Will In-Transit Inventory Plunge Impact August Stats?
  • Containerboard: Will In-Transit Inventory Plunge Impact August Stats?
  • Packaging and Forest Products: Buried by IGAAP and NVAAP? You Can Still Fix It!

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Global Aerospace & Defense

  • LHX: The word from HQ
  • Vertical Research Partners Top Picks - Remainder of 2019 Update
  • BA-GB: DSEi - Meeting with CEO
  • Global Aerospace & Defense: DSEi 2019 - The arms bazaar is heaving

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Chemicals

  • Vertical Research Partners Top Picks - Remainder of 2019 Update
  • Chemicals: Oil Shock - Initial Thoughts
  • ALB: Management Meeting Highlights ST vs LT Contrast
  • Chemicals: Lithium Update from SQM; Full Speed Ahead on Capacity

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Metals & Mining

  • Vertical Research Partners Top Picks - Remainder of 2019 Update
  • AA: Timely to Streamline
  • GOLD: Making Fast Progress, Driving Change- Raising Target
  • CDE: Q2 Drove a FCF Turn, Operating and Price Momentum Ahead - Reaffirm Buy

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Engineering & Construction

  • Vertical Research Partners Top Picks - Remainder of 2019 Update
  • PWR: Large T&D Award To Enhance Visibility - Reaffirm Buy
  • PWR: New York State of Mind
  • VRP Conference: Slow Melting Ice Cube in the Industrial Core

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Airlines

  • 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
  • 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: A Look at VRF in the HVAC Landscape
  • Vertical Research Partners Top Picks - Remainder of 2019 Update
  • EE/MI and Flow Control: Chart of the Day - EE/MI and Flow Energy Exposures
  • IR: Still Truckin' Despite Bumpier Thermo King Ride Ahead

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