All Posts By

melius

Research Report
June 20, 2019

ETN: The Investment Case From Here

By: Scott Davis ETN is a stock we’ve been recommending since our October 2017 launch,…
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Research Report
June 17, 2019

Melius Macro Views: Inventories May be Too High

By: Scott Davis Folks, in the link below please find our latest Melius Macro Views…
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Research Report
May 22, 2019

Rising Parts Annuity Coming into Focus at PACCAR’s Investor Day

By: Rob Wertheimer  There is a fascinating amount of technology change in the truck manufacturing…
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Research Report
May 13, 2019

The Defense Growth Theme Needs Some Calibrating

By: Carter Copeland  The current bull case for Defense is predicated on revenue upside more than…
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Research Report
May 10, 2019

The Problem With 3M

By: Scott Davis The late and great Brian Jellison, who put up Buffett-like returns while…
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Research Report
May 8, 2019

Cannabis Capacity…a Coming Supply Glut

By: Rob Wertheimer  We are lowering our industry rating to Negative. Cannabis has been in shortage…
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Research Report
May 2, 2019

TRMB 1Q19: More Software and Recurring

By: Scott Davis Trimble has had a couple of choppy quarters on organic growth. This 1Q…
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Research Report
April 16, 2019

The “Smartest Man” Nibbling on GE After Two-Year Hiatus

By: Scott Davis We recently spoke to a person who many industrial analysts would consider…
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Research Report
April 16, 2019

Drivers of the North American Ag Cycle

By: Rob Wertheimer  Farm consolidation explains many of the cycle questions and misconceptions we hear from…
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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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