All Posts By

melius

Research Report
August 29, 2019

DE: John May in as CEO, Thoughts on Direction

By: Rob Wertheimer  Deere announced John May will be the next CEO, starting in November. …
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Research Report
August 15, 2019

GE: Putting Some Context in the “Fraud” Debate

By: Scott Davis GE has had a rough summer. Starting with a rather mediocre earnings…
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Research Report
August 12, 2019

Mining Equipment in 2Q19: Still Looks Better for CAT than Others

By: Rob Wertheimer  Parker Bay industry shipments of mining equipment for 2Q19 show a couple…
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Research Report
July 17, 2019

Take-Outs a Catalyst for Industrial Small Cap Value?

By: Scott Davis The catalyst for this note was last week’s announcement that plastic equipment…
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Research Report
July 3, 2019

Canopy Chairman/Co-CEO Departure

By: Rob Wertheimer  Canopy Growth announced the departure of Bruce Linton, co-CEO and Chairman of…
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Research Report
June 24, 2019

Industrial Inventories Flashing Warning Signs?

By: Scott Davis Credit drives all cycles, but inventories drive much of the cycle volatility.…
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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
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
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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