All Posts By

melius

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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Research Report
June 20, 2019

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

The world has changed, we all know that, but even obvious change has a way…
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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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