Deep Dives
Utilities & Power
- PEG: Strategic progression continues
- NRG: After Uri ... capital allocation back in focus
- EXC: Policy momentum building
- PCG: Probation update: Come back in June!
Machinery
- CNHI: Best Q1 in 7+ Years. Swapping DE with CNHI as a Top Machinery Pick
- Machinery: Bearings Bounce, Channel Inventories Stay Lean. TKR Rolls Along
- Machinery: Chart(s) of the Day - Construction by IoT Connectivity, Size, Geo and Product
- Machinery: Q1 Preview - Fueled Up, Supply Chain Gating Factor on Outlook
Global Aerospace & Defense
- Global Aerospace: Airline Scorecard - Domestic driving improvement
- Global Aerospace & Defense: MIND THE GAP
- Global Aerospace & Defense: 1Q21 Preview
- Global Aerospace & Defense: Vertical View - Space
Chemicals
- UNVR: Beats, Raises as Margin Upside Drives Strong 1Q
- ALB: Waiting is the Hardest Part; Maintain 2021E, Bump PT $5
- FMC: Taking Medicine in Brazil; Maintain 2021 EPS, Target
- LIN: Big, Broad Beat in 1Q; Guides 2021E >4% Above Street
Metals & Mining
- CEIX: Strong Quarter as Global Commodity Prices Rally
- GOLD: Slight Beat, Strong Cash, Copper Tail
- AEM: Solid Start, On Target with Volume Outlook
- NEM: Maintaining Focus - Reaffirm Buy
Engineering & Infrastructure
- FLR: Reflation, Reinvestment, Recovery- Reaffirm Buy
- PWR: Grid Attention Expanding, Raising PT - Reaffirm Buy
- MLM: Visibility Improved- Raising Estimates and PT
- VMC: Higher Pace of Activity- Raising Estimates and PT
Electrical Equipment & Multi-Industry
- SIE-DE: FQ2 Beat, Automation Leads the Industry
- VNT: Solid Beat, Tools Have Torque
- TT: Transport Ramping as Commercial Gains Traction
- EMR: FQ2 Beat, In the "Process" of Turning
Flow Control/SMID
- Flow Control/SMID: Q1 Earnings Preview - 8 Key Themes
- Vertical Research Partners Top Picks - VRP Top Picks for 2021
- EE/MI: Q4 Preview-Looking to 2021
- FLS: Challenged Markets, COVID Cloud Outlook
Transportation & Logistics
- Transportation & Logistics: Now it's a Party - Gaming Outcomes for CP, CN and KSU
- Transportation & Logistics: It's That Time of the Cycle - Initiating Coverage
- Transportation & Logistics: It's That Time of the Cycle - Initiating Coverage