Deep Dives
Utilities & Power
- Utilities & Power: Spotlight Chart Book: Green Shoots
- Utilities & Power: Spotlight Chart Book: Green Shoots
- NRG: New segments showcase integrated model
- SRE: Mexico rule change presents new wrinkle
Machinery
- DE: U.S. Ag Down But Not Out
- Vertical Research Partners: Trading Pairs from VRP Research Team
- Machinery: 2021 - A Look At Troughs & NTM Recoveries
- Machinery: Trough Earnings vs Recent Valuation Lows
Global Aerospace & Defense
- BA: Remember the MAX?
- Global Aerospace & Defense: 1Q20 Earnings Wrap
- Global Aerospace: Airline Scorecard - March Off a Cliff
- Global Aerospace & Defense: What's different this time?
Chemicals
- CTVA: Reducing Estimates, Mainly on Corn Acreage and FX
- GRA: On the Road to Recovery; CEO, CFO Meeting Highlights
- DOW: Meeting Highlights; FCF Looks Better Than EPS For Now
- DOW: Meeting Highlights; FCF Looks Better Than EPS For Now
Metals & Mining
- CEIX: Cash and De-levering Focus Supportive
- HL: Ramping Canada, Adjusting Costs
- GOLD: Solid Print, Outlook Intact as Prices Driving Margins
- NEM: Mining Money as Gold Support Widens- Reaffirm Buy
Engineering & Construction
- Engineering & Infrastructure: Project Pulse: Observations on Markets and Positioning
- PWR: T&D Sweet Spot - Reaffirm Buy Rating
- J: Tanks for Nothing
- PWR: Q2 Trough; Bending Now, Recovery Later
Airlines
- Vertical Research Partners: Trading Pairs from VRP Research Team
- 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
Electrical Equipment & Multi-Industry
- EE/MI: Deep Chill Hits Transport Refrigeration
- GE: Q2 Warning - Leverage Rising as Cash Burn Accelerates
- EE/MI: Reshoring is Just an Under Current in a Sea of CapX Cuts
- PNR: POOL Business Update Points to Better April, Strong Demand in May