All Posts By

melius

Research Report
November 21, 2017

What if Orders Reaccelerate?

By: Carter Copeland Since our re-launching of coverage, we’ve fielded a lot of questions on…
Read More
Research Report
November 21, 2017

Melius Industrials Strategy

By: Scott Davis Multi-Industry & Electrical Equipment, Aerospace & Defense, Machinery Folks, today we are…
Read More
Research Report
November 16, 2017

ROK: : $225 WOW – View From the Front Row

By: Scott Davis I’m literally sitting on the front row of the ROK annual analyst…
Read More
Research Report
November 16, 2017

Cummins Investor Day – Electric Truck Thoughts ahead of Tesla & A Few Thoughts on Capital and Growth

By: Rob Wertheimer  There will probably be more people live blogging the Tesla truck launch…
Read More
press
November 15, 2017

Scott Davis – CNBC Clip “GE is an asset story at this point”

Scott Davis speaks with CNBC’s "Squawk Alley" about what to do with the stock   
Read More
Research Report
November 13, 2017

GE: We’ve Had the Reset – Need More From GE Though

By: Scott Davis New CEO John Flannery has a chance to fix the GE mess…
Read More
Research Report
November 10, 2017

Strong Positive Signs in Ritchie Bros. Construction Miss

By: Rob Wertheimer There were two positive data points for construction equipment out today... Report Here…
Read More
Research Report
November 6, 2017

Mining Shipments & Cycle Views

By: Rob Wertheimer Our thesis in mining: there is a powerful 10 year cycle ahead.…
Read More
press
November 3, 2017

Scott Davis, CEO Shares his Views on GE Corporate Jet Controversy with NYT

"'G.E. was a great American company and now its reputation is tarnished and the brand…
Read More