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Research Report

Research Report
March 7, 2019

The Cannabis Race & Private Funding: Implications When US Legalization Comes

By: Rob Wertheimer  Our thesis on cannabis is that a race is on. Canada’s early…
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Research Report
March 4, 2019

Cannabis Launch: So High Already

By: Rob Wertheimer  We are launching coverage of the cannabis space, highlighting its growth, potential…
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Research Report
February 19, 2019

Melius Macro Views: Industrials Back on Top

By: Scott Davis  Folks, in the link below please find our latest Melius Macro Views…
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Research Report
January 24, 2019

GWW: Turnarounds are Rarely Linear

By: Jake Levinson  GWW was one of the biggest industrial turnaround stories last year, with the…
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Research Report
December 19, 2018

FAST: The Great Mix Shift

By: Jake Levinson FAST’s business model has long been one of iterative growth, more akin to…
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Research Report
December 10, 2018

CGNX: Best-in-Class Industrial Tech Name

By: Scott Davis Cognex is the latest addition to our industrial tech coverage alongside names…
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Research Report
December 10, 2018

Aerospace: Why We’re Not Worried About the Cycle

By: Carter Copeland  Aerospace cycle concerns are reemerging; we’re not worried: In our report from last…
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Research Report
December 7, 2018

Is This Peak Growth for FAST?

By: Jake Levinson FAST’s growth of late has been solid, with November’s 12%+ the 18th…
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Research Report
December 4, 2018

Mining: Better Growth on Worse Resource

By: Rob Wertheimer  Most folks don’t think of CAT as a growth stock these days.…
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