Deep Dives
Machinery
- Machinery: 1Q19 Preview - Boring Would Be Beautiful
- DE: Sizing Precision Ag
- DE: Notes from the Road
- Machinery: West Texas Field Trip - CMI, URI & Sunbelt
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Packaging and Forest Products
- Wood Products: With No Seasonal Price Recovery In Sight, Reducing 2019 Estimates; PCH Downgraded to Hold
- AMC: Bemis Acquisition Already Priced In; Initiating Amcor with a Hold Rating
- AMC: Bemis Acquisition Already Priced In; Initiating Amcor with a Hold Rating
- AMC: Bemis Acquisition Already Priced In; Initiating Amcor with a Hold Rating
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Global Aerospace & Defense
- Global Aerospace & Defense: 1Q19 Earnings Preview
- Global Aerospace & Defense: 1Q19 Earnings Preview
- TGI: Break up or Stay together? Upside either way
- Airline Scorecard: March 2019 - Back to 6%+ traffic growth
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Chemicals
- DWDP: Sharpening Pencil on 1Q to Reflect Corteva Timing
- Chemicals: Earnings Preview; Running Uphill Against the Clock
- Chemicals: Earnings Preview; Running Uphill Against the Clock
- TROX: Cristal Closed; Cash to Come
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Metals & Mining
- AA: Grinding Through As Trade and Markets Look to Improve - Reaffirm Buy
- CLD: Dropping Research Coverage
- Metals and Mining: Metals 360: Silver Swings to a Deficit Driven by Indian Demand and Reduced Mine Output
- AEM: Nunavat Assets Provide Growth in 2019 and Beyond
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Engineering & Construction
- Engineering & Construction: Project Pulse: KBR and FLR Win LOGCAP V IDIQ Contracts
- Engineering & Construction: Project Pulse: Chevron + Anadarko to Heat Up LNG Competition in Mozambique
- Engineering & Construction: High Notes From Texas HQ Field Trip
- Engineering & Construction: Chart of the Day - Oil and E&C Stock Correlations Dispersing
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Airlines
- 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
- DOV: Solid Start to 2019, Bumping Numbers
- HON: Strong Q1 Highlights Internal and External Momentum
- SU-FR: Read to ETN, NVT, HUBB - Q1 Strong in Electrical/Building Channel
- DOV: Solid Top Line Driven Beat
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