Deep Dives

Machinery

  • Machinery: U.S. Ag Equipment - More About 2020 Than 2019
  • Machinery: ARA Rental Show - A Strong 2019 Ahead
  • LECO: Downgrade to Sell on 2019 Set-up
  • Machinery: Mining Equipment - Slower Growth And Some 2019 Vulnerabilities On Divergent Trends

More

Packaging and Forest Products

  • Rigid & Flexible Packaging: Taking a Fresh Look at Resins as Relief Seen in 2019
  • Vertical Research Partners Top Picks - VRP Top Picks for 2019
  • Packaging and Forest Products: Recession Fully Reflected. What Happens Next?
  • Containerboard: Capacity Growth to Slow in 2019, Come in Lower in 2020

More

Global Aerospace & Defense

  • TGI: Much Ado about Nothing
  • Defense: DEFCON - US FY20 defense budget released
  • CACI: Upgrade to Top Pick
  • Global Aerospace & Defense: 4Q18 Earnings Wrap

More

Chemicals

  • Chemicals: Not So Super After All?
  • TROX: Cristal Merger Moves to Commissioner Review
  • TROX: Cristal Merger Moves to Commissioner Review
  • HUN: Still Searching for Bottom; Reducing Numbers Accordingly

More

Metals & Mining

  • AA: As Trade Issues Linger, Reducing 2019 Estimates - Shares Underpriced - Reaffirm Buy
  • GOLD: Five-Year View - Stable Production, Reduced Costs Should Provide Comfort
  • Metals and Mining: Chart of the Day - Global Coal Power Capacity Supporting Thermal Demand Trends
  • Metals and Mining: Metals 360: Finally...Newmont & Barrick Offer Value Through a Nevada JV

More

Engineering & Construction

  • Engineering & Construction: Chart of the Day - Oil and E&C Stock Correlations Dispersing
  • Engineering & Construction: Project Pulse: FY 2020 Budget Offers Congress Flexibility to Reemphasize Resolve to Act
  • Engineering & Construction: Project Pulse: Senate & House Hearings Advocate Federal Infrastructure Investment
  • GVA: High Notes From Investor Meetings - Reaffirm Buy

More

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

More

Electrical Equipment & Multi-Industry

  • GE: Grinding it Out, But Stock Rich on 2021 View
  • GE: Quick Read - Mind the Cash
  • ALLE: Driving Innovation to Drive Growth and Margins
  • EE/MI: Automation Growth Continues Led By Process

More