All Posts By

melius

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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Research Report
December 3, 2018

EMR: The Case for Buying Here

By: Scott Davis Emerson stock has sold off (like most industrials) on concerns over macro…
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Research Report
November 26, 2018

Net Cash and A Widening Machinery Gap

By: Rob Wertheimer  Machinery stocks continue to trade at extreme weak valuations, but with improving…
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Research Report
November 19, 2018

CFX: Hail Mary Deal; Upgrade to Neutral

By: Scott Davis When we downgraded CFX to UW back in September, we were concerned…
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Research Report
November 12, 2018

Ag Cycle: Checking in on Farmer Sentiment in Three Data Driven Ways

By: Rob Wertheimer  Despite the obvious risk of soybeans piling up under tariff pressures, we’re…
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Research Report
November 5, 2018

How Defensive are Defense Stocks? History Says Not Very…

By: Carter Copeland  Now almost 15 years into my career as an analyst, when it…
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Research Report
October 10, 2018

FAST: The Tariff Pain Trade

By: Jake Levinson We’re expecting a lot of noise across the group this quarter, and…
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Research Report
July 17, 2018

Why Culture Matters: Simplicity is an Investible Theme

By: Scott Davis The vast majority of Wall Street analysts spend their careers trying to find…
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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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