Deep Dives
Utilities & Power
- DUK: Another week, another settlement
- Utilities & Power: Utility Spotlight: BPU looking at RA options; NJ ZECs report; PCG securitization refresher
- Utilities & Power: 4Q preview; fine-tuning ahead of long-haul reporting season; strategy and policy positioning in focus
- Vertical Research Partners Top Picks - VRP Top Picks for 2021
Machinery
- Vertical Research Partners Top Picks - VRP Top Picks for 2021
- Machinery: Initiating Coverage - A New Machinery Regime Enters the Next Up-Cycle
- Machinery: Initiating Coverage - A New Machinery Regime Enters the Next Up-Cycle
- VRP Conference: Rising to the Challenge of the Global Pandemic
Global Aerospace & Defense
- LHX: Removing from Top Picks list
- RTX: Retaining on Top Picks list
- AIR-FR: Adding to Top Picks list
- Vertical Research Partners Top Picks - VRP Top Picks for 2021
Chemicals
- PPG: Upgrade to Buy; Better Entry Point After Mixed 4Q
- CTVA: PFAS Settlement Strengthens Ring Fence
- PPG: 4Q EPS In Line as Industrial Outpaces Performance
- CTVA: Starboard Turns Up the Heat
Metals & Mining
- FCX: Q4 Solid, Positive Outlook for 2021 and Beyond
- AA: Solid Finish, Set Up for Recovery, Reflation - Reaffirm Buy
- Vertical Research Partners Top Picks - VRP Top Picks for 2021
- Metals & Mining: Outlook 2021: Cycle Up, Deficits Up, Prices Up
Engineering & Infrastructure
- Vertical Research Partners Top Picks - VRP Top Picks for 2021
- FLR: Upgrade to Buy - Turnaround to Meet Accelerated Recovery
- FLR: Reset Beginning Quickly
- Engineering & Infrastructure: Outlook 2021 - Resiliency, Reinvestment, Recovery
Airlines
- Vertical Research Partners Top Picks - VRP Top Picks for 2021
- U.S. Airlines: Bring on the recovery multiple
- U.S. Airlines: Bring on the recovery multiple
- U.S. Airlines: Bring on the recovery multiple
Electrical Equipment & Multi-Industry
- MMM: Q4 Beat Fueled By Safety & Industrial
- DD: PFAS Looks Largely Ring Fenced
- DD: PFAS Looks Largely Ring Fenced
- SIE-DE: Broad-Based Positive Pre-Announcement
Flow Control/SMID
- Vertical Research Partners Top Picks - VRP Top Picks for 2021
- EE/MI: Q4 Preview-Looking to 2021
- FLS: Challenged Markets, COVID Cloud Outlook
- FLS: Q3 Operational Beat, 2-Year Order Stack In Line w/ Peers