All Posts By

melius

Research Report
February 7, 2020

A Look Back at SARS’ Impact on Industrials

By: Scott Davis With coronavirus a new global challenge, we can look back to SARS…
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Research Report
January 27, 2020

CAT: Conservative Guide Likely… But Which Direction are Actual 2020 Earnings Risks?

By: Rob Wertheimer  Pretty much everyone we’ve spoken with expects Cat to issue a conservative…
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Research Report
January 23, 2020

Deere’s Technology Stack

By: Rob Wertheimer  Seeing Deere at the CES show again this year was extremely stimulating…
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Research Report
January 21, 2020

2020-2021 Industrial End-Market Forecasts

By: Scott Davis In this note we update our forecasts for our 20 most important…
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Research Report
January 10, 2020

Trimble: Solidly Positive Strategic Move in Transportation with Kuebix Acquisition

By: Rob Wertheimer The big picture upside for Trimble is that it has leading positions…
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Research Report
January 7, 2020

Airbus: A321 Struggles Remain Central Watch Item

By: Carter Copeland  Airbus is widely expected to report that the company achieved full year…
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Research Report
January 6, 2020

Industrials 2020+: All About Relevance, ESG, and Geopolitical Realities

By: Scott Davis The world has changed, we all know that, but even obvious change…
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Research Report
January 6, 2020

Still Life in Cyclicals After the Rally

By: Rob Wertheimer  Machinery stocks rallied hard at the end of 2019, reversing two years…
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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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