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Research Report

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
June 13, 2018

Melius Cycle Views: Industrial Upcycle Still on Track

By: Scott Davis  Upcycle fundamentals remain intact, with supportive 2Q earnings We are 8 years…
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Research Report
June 13, 2018

Melius Macro Strategy: Industrial America’s Labor Problem

By: Scott Davis  Cyclical and secular labor issues in industrials favor continued capital investments…this is…
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Research Report
June 1, 2018

Boeing Leading in Corporate VC Deals YTD

By: Rob Wertheimer Aerospace companies are best positioned and most active in the ongoing collision…
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Research Report
May 31, 2018

Thoughts on Trimble Investor Day

By: Rob Wertheimer  Trimble’s 2018 investor day produced some incremental clarity on the financial output…
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Research Report
May 29, 2018

Trimble Initiation: Overweight the Future

By: Rob Wertheimer  We are launching coverage with an Overweight rating, our second highest. Trimble’s…
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Research Report
May 24, 2018

Who Am I? Find the Most Valuable “Third”

By: Carter Copeland  We’ve seen the market reach some strange conclusions about relative value over…
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