All Posts By

melius

Research Report
June 14, 2018

RXN: Plenty of Upside Left

By: Scott Davis Rexnord remains one of our top picks, especially as the stock remains…
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Research Report
June 14, 2018

Lessons Learned from Getting a Stock Very Wrong: GE

By: Scott Davis ...In the world of Wall Street everyone makes mistakes; in fact, being…
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Research Report
May 22, 2018

CAT Leading on Growth and Execution

By: Rob Wertheimer  Deere’s report more or less closed out machinery earnings season that was…
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Research Report
May 20, 2018

Deere vs CAT, A Tale of Two Quarters

By: Rob Wertheimer  Deere’s share price reaction, up 6%, to earnings that missed consensus, and…
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Research Report
May 16, 2018

AIR: Don’t Tell Me the People Don’t Matter

By: Carter Copeland  I vividly remember upgrading Airbus in 2011. In the months prior, I…
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Research Report
May 15, 2018

Warehouse Automation: Big Spend is Coming

By: Scott Davis Warehouse automation is one of the most exciting themes we’re doing work…
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Research Report
May 15, 2018

Defense: A Framework for Buying the Dips

By: Carter Copeland  Last week’s Iran-related news has stabilized the trading in Defense with the…
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Research Report
May 11, 2018

Mining Equipment 1Q18 Sales and Cycle Views

By: Rob Wertheimer  Bottom line as of 1Q18: total industry has 30% upside to replacement…
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Research Report
May 8, 2018

Rental Mispricing on Weather/Noise

By: Rob Wertheimer  URI shares fell about 13% around 1Q earnings, and haven’t recovered much…
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Research Report
May 7, 2018

Trade Wars, Soybeans and Confidence

By: Rob Wertheimer  China’s cancellation of soybean orders and the continued risk of similar actions…
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