Deep Dives
Utilities & Power
- Utilities & Power: Bond blow-out lowers risk of Cali ROE reset
- SRE: What equity overhang?
- Utilities & Power: Chart of the Day - Spotlight on liquidity
- SRE: What if?
Machinery
- Machinery: Evaluating The Selloff So Far
- Machinery: Sell-offs & Machinery Stocks
- DE: Some Ag Hope
- Mining Equipment: Another Tick Down On Consistent Headwinds
Global Aerospace & Defense
- MILE HIGH WEEKLY: Aero-mageddon III - OEM
- HEI: Downgrading to Hold
- TDG: Downgrading to Hold
- AIR-FR: Downgrading to Hold
Chemicals
- Chemicals: Stress, Strain and Strategy
- Chemicals: Warming Up and Sizing Down
- Chemicals: Chart of the Day - Liquidity is the Lifeblood
- Chemicals: Capex Cut Calculus
Metals & Mining
- NEM: Update on COVD-19 Impact
- Metals & Mining: Metals 360: Dollar Pressures and COVD-19 Actions
- Metals & Mining: Deflation Expectations
- ARCH: Expecting a Smooth Transition as CEO retires
Engineering & Construction
- KBR: Resilient into the Virus; Adjusting Estimates for Energy - Reaffirm Buy
- Engineering & Infrastructure: Less Cyclical, Less Energy Sensitivity, More Financial Flexibility
- ACM: Extending NYC Leadership, Positioned to Outperform- Reaffirm Buy
- GVA: Delayed Filing, Preliminary 2020 Guide Reasonable
Airlines
- Vertical Research Partners Top Picks - VRP Top Picks for 2020
- U.S. Airlines: Outlook 2020: Tail of the Rat
- U.S. Airlines: Outlook 2020: Tail of the Rat
- U.S. Airlines: Outlook 2020: Tail of the Rat
Electrical Equipment & Multi-Industry
- EE/MI: 5 Post-COVID Thematic Considerations
- EE/MI: Chart of the Day - Europe May Suffer Most COVID Damage
- EE/MI: Leverage & Liquidity during Global Dash for Cash
- Flow Control/SMID: Assessing Financial Risk in Uncertain Times