Deep Dives

Machinery

  • Machinery: Charting The Late Cycle Machinery Set-up
  • EE/MI and Machinery: Chicago Field Trip: ITW, DOV, IEX, CAT, CNHI, Komatsu
  • Machinery: Mining Equipment - Slower Growth, Recovery Tone Leans Constructive
  • CAT: A Great Investor Day Message

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Packaging and Forest Products

  • Pulp and Containerboard: Pulp Softer, While RISI Likely Infers Another $10 This Summer
  • Pulp and Containerboard: Pulp Softer, While RISI Likely Infers Another $10 This Summer
  • Pulp and Containerboard: Pulp Softer, While RISI Likely Infers Another $10 This Summer
  • Wood Products: With No Seasonal Price Recovery In Sight, Reducing 2019 Estimates; PCH Downgraded to Hold

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Global Aerospace & Defense

  • Paris Airshow 2019: Wrapping it up for another year
  • Mile High Monthly : Paris Airshow 2019 - What to expect
  • Aerospace: Airline Scorecard - May 2019: Still sub 5%
  • GD: Aerospacing

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Chemicals

  • LYB: Fine Tuning For Fundamentals and Financial Engineering
  • Chemicals: Materials Conference Highlights - Chemicals
  • AXTA: Still for Sale? Initiates Review of Strategic Alternatives
  • LYB: Going Dutch; Timing Looks Right for $3bn Tender

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Metals & Mining

  • CEIX: High Notes From VRP Materials Conference
  • Metals & Mining: Metals 360: In PRB, One Better Than Two
  • FCX: Copper Price and Share Support - Reaffirm Buy Rating
  • Metals & Mining: Metals 360: A Golden Pass on Fed Policy Direction

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Engineering & Construction

  • ACM: Spin a Positive Towards Recapitalization - Reaffirm Buy
  • JEC: Closing KeyW, Opening More Growth- Reaffirm Buy
  • Engineering & Construction: Project Pulse: KBR Secures Freeport LNG Train 4 - Reaffirm Buy
  • ACM: Market Trends Remain Supportive For Growth - Reaffirm Buy

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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

  • UTX: Early Look as Otis Preps for Solo Ride
  • SU-FR: CMD Focuses on Strategic Execution and Software Initiatives
  • EE/MI: Can Late Cycle Rate Cuts Rescue Industrials?
  • ETN: Break-Up Could Charge the Stock

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