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Research Report

Research Report
April 18, 2018

From Tractors to Tech

By: Rob Wertheimer  Deere’s move from being an implement maker to a tractor maker with…
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Research Report
April 18, 2018

Industrial Tech: Additive Manufacturing

By: Carter Copeland  In our fourth report focused on industrial tech, we take a closer…
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Research Report
April 18, 2018

China Excavator Sales, March

By: Rob Wertheimer  China excavator sales are surging, up 79% in March, a positive for…
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Research Report
April 18, 2018

Estimate + Ratings Changes Spurred by Melius Real PMI

By: Rob Wertheimer  We are raising our 1Q Cummins revenue estimates to above the current…
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Research Report
April 18, 2018

Navistar Upgrade

By: Rob Wertheimer  We are upgrading Navistar shares to Neutral from Underweight, as the investment debate…
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Research Report
April 18, 2018

GE Restatement: The Good, The Bad and The Annoying

By: Scott Davis GE’s much anticipated 8-K came out after the close Friday. That alone…
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Research Report
April 11, 2018

Rental and Retail and Valuation Gaps

By: Rob Wertheimer  Over the past 10 years, URI has an EPS CAGR of 17%,…
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Research Report
April 10, 2018

U.S. Industrials: China vs. USA – 1950 vs. 2018

By: Scott Davis The punchline of this piece is that the current trade war risk…
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Research Report
April 9, 2018

Melius Industrials Macro Strategy: Tariffs Impacting Confidence

By: Scott Davis Folks, in the link below please find our monthly Melius Industrials Macro…
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